new
improved
Calendar
Calendar Email Notification and Appointment Smartlist Enhancements
We’re excited to announce updates to Calendar Email Notifications and Appointment Smartlists that enhance functionality and user experience.
What's New?
Calendar Email Notifications
- Customizable "From" Name, Email and Subject:You can now specify the From Name and From Email in calendar notifications, allowing you to control how emails appear to recipients. When selecting an email template, you can also set the email subject directly.
- Support for Custom Values: Add custom values for the From Name, From Email and Subject fields. Use the custom value selector to easily choose and insert preferred values for personalized notifications.
Appointment Smartlists
- Improved Filter Design:Updated the Sort By filter layout for better clarity and a smoother user experience.
- New Filters - Contacts and Source:Filter appointments by Contacts to view only those related to selected individuals. Use the Source filter to categorize appointments based on their origin.
- Enhanced Error Handling for Filters:If a contact, user or calendar linked to a filter is deleted or reassigned: a) A prominent error notification is displayed on the smartlist page. b) An error highlights the issue, while problematic filters are clearly marked with explanations in the filter drawer.
- Assigned Data Only:Smartlists now align with assigned data settings, ensuring data visibility is consistent with user roles and permissions.
- User Timezone Support:Filters such as Upcoming Appointments and time-based filters (e.g., "Today," "Yesterday") now respect the user's timezone for accurate tracking.
These enhancements are designed to improve the user experience, make notifications more flexible, and ensure smartlists work seamlessly accordingly to the user needs.