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New Updates for Week of August 1, 2022
New Updates for Week of August 1, 2022

An overview of this week's web and admin updates

Christina Gerber avatar
Written by Christina Gerber
Updated over a week ago

Please find below a list of our latest updates that are now LIVE.


​Appointments
πŸ’š Added logic that when an appointment is run on our Zoom or MS Teams integration, it can detect and match attendees that joined the meeting and automatically check them in after the meeting is over.
πŸ’š Removed the automated activity note that informed that an organizer or scheduler was 'changed' for a newly created appointment.
πŸ’š Automated marking a customer as confirmed status IF they checked in for an appointment AND their status for the invite was displayed as pending.
πŸ’š Introduced sections for appointment attendees to more clearly differentiate customers versus internal attendees of an appointment.
πŸ’š Implemented a new ask customer scheduling configuration that if enabled will not allow a customer to book or display appointment availability for a specific timeframe. It is to prevent booking appointments too close to the actual time of booking.
β€‹πŸž Fixed an issue that would cut the appointments create drop-down menu if one of the appointment form templates had a very long name.

Companies
πŸ’š Implemented the ability to edit and manage resources of a company details page via the admin. Previously all resources had to be added via the web.
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​Customers
πŸ’š Updated the display when adding new customers via the pop-up in a customer list to always also show a customer's email. This makes for easier identification and ensures that you are adding the correct customer to a list.
πŸ’š Implemented the ability to record notes per customer of a customer list. This will allow users to become more granular when compiling a list.
β€‹πŸž Fixed an import error that occurred within the customers' import for lists.
🐞 Addressed an issue that would prevent users from seeing all drop-down options when editing or creating new customer records.


​Menu
β€‹πŸž Fixed issue that would duplicate content from one custom page accessed via a menu to another custom page that didn't yet have content.
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​Home
πŸ’š Added the ability to link a home menu tile to a custom page menu item.
πŸ’š Added the ability to link a home content tile to a specific map or compete team.
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​Leads
πŸ’š Implemented the ability to import leads via the admin and allow a different way of entry of lead capturing besides QR code scanning.
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​People
πŸ’š Updated our logic to allow any admin to enable or disable the event check-ins for attendees of an event. It was previously only able to be configured by our team internally.
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​Registration
πŸ’š Added the email info per each newly registered attendee to the daily registration summary email.
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​Schedule
πŸ’š Introduced the ability for admins to set a maximum limit of elective schedule items that an attendee can add or register for at an event.
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​Symphony
πŸ’š Added support for our mobile web version of Symphony to support script-driven embedded content and allow users to join that Symphony on mobile devices.

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