Additional update information:
In the release notes:
New
Scheduled Reports
No more manual report generation and dissemination for those recurring needs! With our new Scheduled Reporting feature, you can now automate report creation and delivery.
- Set up recurring schedules (daily, weekly, or monthly).
- Customize report parameters to filter and refine data before scheduling.
- In this first edition, we've started with date ranges; more parameter sets will come in the future.
- Add recipients easily - choose from Elite users, contacts, or ad-hoc email addresses.
- Securely store reports with auto-expiring links - no attachments, ensuring compliance and security.
- Get notified of failures.
- Manage all scheduled reports in one place
Note that not all reports are able to be scheduled at this time.
- The only parameter you are able to set when scheduling a report is the date range.
- If there are other parameters on the report, there will need to be either a default set or a value hard coded into the report. Contact us if there is a report you wish to schedule that must be updated.
For details and instructions, see Schedule a Report.
Event Detailing User Experience Improvements
We've streamlined the Event Detailing page based on your feedback to make venue management faster and more intuitive. These updates reduce clicks, eliminate clutter, and create more efficient workflows so you can focus on delivering amazing experiences.
What's Changed
Functions Page Layout
- Simplified navigation with clearer pathways and reduced clicks
- Enhanced Filter options: Choose Apply without saving for temporary filters or Save to selected view to preserve settings
- Redesigned Customize table view: View creation moved into the customize slider with Apply/Save options
- Updated Saved Views: Edit icon added beside each view for users with permissions
- New Go Back button at top left to return to previous page
Enhanced Function Management
- Grouping options: Organize your view by Date, Room, or Timeline
- Inline editing: Edit function details directly from the functions page, including:
- Name
- Start/End time with All Day toggle
- Room, Status, Type, Date
- Attendance and Room Setup
- Duplicate function: New inline action replaces the copy action which was in the Mass Editor
- Inline viewing: See Items, Instructions, Staff assignments, Documents, and Performance details without leaving the page
Bulk Actions
- Bulk Edit: Modify multiple functions at once for fields in your current view
- Enhanced Copy:
- Single Day Functions: Copy across multiple dates
- Multi-Day Functions: Copy to one start date with conflict warnings
- Bulk Delete: Remove multiple functions simultaneously (this cannot be undone!)
Event-wide Functions
- Dedicated section for better clarity and organization
- Direct editing for Name, Status, and Date
- Expandable details with Show more option when additional information exists
Why These Changes Matter
- Streamlined Navigation: Find what you need instantly with simplified pathways that dramatically reduce clicks, making event detailing faster and easier.
- Organized Clarity: The tidier layout eliminates clutter, allowing you to find and interact with information more efficiently.
- Enhanced Efficiency: Intuitive workflows with inline editing save valuable time and minimize frustration during event management.
Get Access
Elite users can opt-in to this new experience. This puts you in control of when you adopt our latest interface improvements while staying ahead of the curve with cutting-edge functionality. Go to My Settings > General > User Preferences and select Opt-in to early adopter opportunities to opt in, or see Opt In to New Features for step-by-step instructions.
Fixed
- Email editor format behavior: Resolved an issue where emails composed in Elite showed unexpected line breaks once sent.
- Labor package items: Resolved issue where the labor hours did not recalculate when the the start/end time were changed on the labor item in a package for an event.
- Email sending/logging: Resolved issue where emails sent from Elite were receiving bounce notifications inconsistent with email service provider behavior.
- Changing date inline has no validation if end time is after midnight but before venue EOD: Added validation to prevent users from getting into an error state due to single date selection on a function that has an end time that crosses midnight, but not start of day.