Version 3.4.0 (August 1, 2024)

Key Enhancements

Requester Select Past Dates

What: A new setting has been added to the site configurations, enabling requesters to select past dates when creating requests. This enhancement allows for greater flexibility and accuracy in request submissions, accommodating cases where the request pertains to past events or data.

Where: Admin Settings - Sites - Miscellaneous section

Participant Schedule style update

What: The participant schedule calendar styles have been updated to enhance informativeness. The update includes displaying the names of weekdays, highlighting the current date and weekend dates, and showing the number of visits assigned to the same date for the participant. These improvements help users quickly understand their own schedules and the schedules of other users.

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Where: Calendars - Participant Schedule

Enhancements to "Add From CRM"

Search Updates

What: The "Add From CRM" search functionality has been improved. Users can now search not only by the name of entities but also by ID for opportunities and accounts, and by ID and email for contacts. This enhancement makes it easier to locate specific entities, especially when dealing with a large number of records.

Where: Engagement Hub integrated with CRM - Accounts/Opportunities/Contacts - Add from CRM

Updated Default List of Opportunities & Contacts

What: When using the "Add from CRM" feature for Opportunities and Contacts, the system will now suggest SF recently reviewed entities assigned to previously selected accounts. This ensures a consistent workflow when working with different entities.

Where: Engagement Hub integrated with CRM - Opportunities/Contacts - Add from CRM

Other Fixes

2nd Day Agenda Is Not Available in the Nexus CP

What: Fixed an issue where the second day of the agenda was not displayed in the Customer Portal.

Where: Customer Portal