We are excited to launch new updates that enhance the functionality and improve the user experience of Calendar Email Notifications and Appointment Smartlists.
What’s New?
Calendar Email Notifications
- Customizable “From” Name, Email and Subject: Now, the “From” Name and “From” Email in calendar notifications can be specified as per your preference. This feature allows you to control how emails appear to recipients. While selecting an email template, the email subject can also be set directly.
- Support for Custom Values: Including custom values for the “From” Name, “From” Email and Subject fields is now available. The custom value selector can be used to easily select and insert preferred values for personalized notifications.
Appointment Smartlists
- Improved Filter Design: The Sort By filter layout has been updated for better clarity and a more intuitive user experience.
- New Filters – Contacts and Source: Appointments can now be filtered by Contacts to view only those associated with selected individuals. The Source filter can be used to categorize appointments according to their origin.
- Enhanced Error Handling for Filters: If a contact, user or calendar linked to a filter is deleted or reassigned, a) a conspicuous error notification will be displayed on the smartlist page, b) an error message will highlight the issue and problematic filters will be clearly marked with explanations in the filter drawer.
- Assigned Data Only: Smartlists now align with assigned data settings, assuring data visibility consistency with user roles and permissions.
- User Timezone Support: Filters such as Upcoming Appointments and time-based filters (e.g., “Today,” “Yesterday”) now adhere to the user’s timezone for accurate tracking.
These enhancements aim to improve the user experience, provide more flexibility in notifications, and ensure smartlists function seamlessly according to user needs.