Release Highlights from this week ending in 6/24

Update timeline

1. scheduled Jun 24, 2016, 06:24 PM UTC

   (If you read this before 6/27 at noon, Contact Marcy to receive a sweet treat for your quick review!) NEW FEATURES For Retail Users! A tenant that is not membership based may prefer their Contacts to have an “Active” status based on them making a purchase (instead of adding a membership). We added a setting in Setup >Miscellaneous >Contact Status Options. - Choosing “Use Sales Opportunity Status will auto change a Contact to “Active” when a sales opportunity is marked “Sold”. http://screencast.com/t/1qyxqABDru . - Checking the box to “Allow Users to manually inactive a contact” will allow you to click on a Contact’s status and edit the status. http://screencast.com/t/KoOvEIAzN Contact Center (MIC) – added “Change Password” option in upper right corner under Account Settings. http://screencast.com/t/cwWAW1nRsjd Contact >Tasks tab. Added filters to view tasks by Incomplete, Completed and Overdue. http://screencast.com/t/8O4OfVRUyME Events – create an event reminder template. Currently this template can be selected when selecting “Send email to attendee” from the Common Tasks area of the Event (or other Communication areas). Future request will automatic reminders. http://screencast.com/t/XDxxhjquVj Sales Funnel – Created the Thank You screen that appears once a sales proposal was accepted. http://screencast.com/t/HTVElC0g6e This text can be edited under Setup > Sales Proposal Settings. Communication> Automated Messaging. Added notification for when sales proposal are accepted. Events> Attendee Registration Setup. Added 4 new types of registrations. http://screencast.com/t/UHt169xS1EQ to simplify the setup process for basic events. Example: Free Registration: http://screencast.com/t/YSnjBqQe and Simple Paid Registration Type http://screencast.com/t/URIvECMZ ENHANCEMENTS Billing> add Credit memo – made it clear that Credit Memo Notes is visible to customers. http://screencast.com/t/D3ANa4FE. Will now display that note on the internal credit memo reference screen. Event> Sponsor Setup. Can add more than one item to a sponsorship type (eg. Includes meals and logo on site). http://screencast.com/t/IQIwEwIkBz6 Events> Sponsors. Added fields in the Download Sponsor report. http://screencast.com/t/JQN5oQhmrU RESOLVED Communication >Browse search box is now searching new contacts, projects, etc… Events > sponsors tab > add sponsor - contact dropdown is no longer showing deleted individuals Setup> document generation templates. Resolved error when opening document, a file Event Attendee Report – resolved error when selecting event name. AREAS UNDER DEVELOPMENT - you may see work-in-progress under these areas. They are still pre-beta features at this time. Setup> Taxes. We are developing several features needed for applying taxes to saleable items. Several changes are visible in setup but not ready for beta testing yet. Sales Funnel – working on updating the sales proposal acceptance process. Events - May changes rolling out daily under Events as we review and enhance before a beta release.

2. completed Jun 28, 2016, 09:58 PM UTC

   The scheduled maintenance has been completed.