05/25/2023 - 25Live

  • Added "Security Group" results column option when searching for Contacts
  • Master Definitions that include a "Usage" column will now also show a "Report" column that can run and export the "Master Definition Usage - Excel" report
  • New "Your starred searches" option to predefined list in task search
  • Task calendar improvements, including:
    • Event times displayed in the calendar view
    • Showing tasks and object details (such as locations) associated with an event for each occurrence
  • Users with the appropriate permissions can add additional organizations via inline editing on the Event Details page
  • Additional Fixes and Improvements 
    • Better mobile device responsive views for search results and event task lists
    • Improved keyword searches with better results when searching for whole words
    • Fixed problem target mouse areas around Yes/No toggles in the Event Form
    • When sending manual emails using a template, ensured using 'object owner’ will check the "Event Owner" checkbox to populate their email
    • Addressed issue displaying custom attribute discrete options with only numeric values in the Event Form or when inline editing
    • Prevented issue where some occurrences were cancelled while selecting locations in the Event Form for a multi-occurrence event
    • Resolved and clarified Freshbooks API error messages when working with invoices
    • Improved Event Segment summary modal window views
    • Removed "Note from (user)" message at the top of email confirmations
    • Adjusted element placement in the Meeting Pattern Grid to improve usability
    • Accessibility improvement for the Event Form "Close" button and the ability to clear searches using keyboard navigation