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An overview of last night's updates is below:
Notes:
- On a contact's Notes page, if you selected certain Categories in the note filters box and clicked to apply those changes, once the page refreshed it was reverting back to all Categories in some cases instead of showing only the notes for the Categories you selected. Your selections now stick and the page refresh is truly refreshing!
Professional Contacts:
- You now have the ability to customize the Professional Contacts list. Got a client with a Canine Surfing and/or Yoga Instructor? You no longer have to list their Professional Contact's Profession as "Other". How about a client who keeps a Professional Line Stander on retainer? You're covered (and boy do they hate lines!) We've also resolved an error that could occur when running Custom Exports that were created with the old format for Professional Contacts still in place.
Reporting:
- Activity Bulk Options have been added to the Activity by Contact report, allowing you to Complete, Reassign, Reschedule, Rollover, and Delete activities there, or to change Type and Category fields! Additionally, the filter for Attendees in the report now allows you to filter by disabled users!
- The Outlook CSV export was throwing an error for users who included contacts that had a Primary Contact listed on their record but no phone number included for the Primary Contact. This is no longer an issue.
Seminars:
- A send to search option is available from a Seminar's Manage Attendees page, and this send takes into account the chosen Attendee Status filter if one is selected.
User Experience / User Interface:
- On your Manage Broadcast Emails page, the Status Formerly Known As "Pending" will now be displayed as "Queued", to more accurately reflect the status' meaning and to clear up what could sometimes cause confusion for users.
Hope you're having a great day!
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