In order to provide you with more detailed information on our updates we have broken the Release Notes down by module.
Feature Enhancements
What: Terminology was changed in the Events Setup Menu. "Custom Questions" is now "Event Checklist".
Why: This terminology better explains the function of the checklist. It also matches the nomenclature of the rest of the modules.
How: Activities > Setup > Event Checklist
Use Case: Most customer questions for events were asking if a task was completed. It has a better flow to view the task completion as a checklist, instead of a question.
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. New Features 1. A completed checklist may now be deleted from the Checklist History An option was to delete completed checks from ...
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Video New Features 1. Daily Log and Daily Log List Capture important daily notes with simplified form for rapid entry A separate ...
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module Video New Features 1. Enhanced Daily Log History Page What: Comprehensive audit trail and author tracking. Why: Provides users with ...
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Video Feature Enhancements 1. Daily Log Email Summary What: Daily Log record from the previous day can now be emailed the following ...
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Video Video will be posted on June 2nd, 2025 Feature Enhancements 1. Add "No End Date" Option for Recurring Events. What: Ability ...