Please find below a list of our latest updates that are now LIVE.
Appointments
π Made some design adjustments for more clarity of the options to our new bulk actions for editing organizers for appointments.
π Implemented logic that will auto-add an activity note when an appointment is created from customer lists.
π Fixed an issue that would not allow users to open activity notes for appointments in cancel status.
Customers
π Added the ability to add secondary emails for Customer records as we noticed they often have multiple. All secondary emails will be searchable to find a customer record too.
π Updated logic so that all users of a shared customer list can now bulk create appointments from the list.
π The appointments indicator for customers in each customer list will now show all appointments created within the event for this customer - regardless of what status the appointment is in.
π Improved our customer email and name matching for imports of customers to a customer list. It includes the ability to create new customers from import if the entry is not found.
π Updated logic that now will carry over objectives assigned to customer lists to the appointment when created from within the customer list.
π Added Refine filter options for individual customer lists allowing different arrange by' options and filtering by appointment count.
Events
π Added a Refine filter on the Events list view in admin for filtering for Test events.
π Made updates to the event image labels on admin for more clarity to now differentiate an 'Events Image - Web' and 'Events Image - Tablet and Mobile'.
Home
π Updated behavior to truly only enable home V2 or V1 for the home menu at the company level (available for Enterprise only).
Leads
π Implemented the ability to enable or disable the Leads Sub-menus 'My Leads' and 'All Leads' as well as include the option to rename them.
Maps
π Made design improvements on how map pins display on the web for better visibility.
Registration
π Fixed an issue with the event ICS file that can be downloaded on the Registration page.
People
π Added a refine filter on admin on the attendee's list for Check-In statuses at an event. They are also now included in reporting.
Reports
π Updated the Collection reports at the account level in admin to allow admins to filter reports by date ranges, events, etc on individual report pages.
Speakers
π Fixed a logic issue in the speaker imports that would prevent speaker imports if certain values were specified.
Support
π Updated our support menu in admin at the event level to include the ability to 'Submit Feedback' and 'Report an issue'.