Updates, Improvements & Fixes:
Applications
Fixed: When uploading a file to an application, if the file extension was capitalized, it was blocked from displaying in the documents section of the user profile.
Fixed: Unable to generate version-specific conditions for package letters.
BoltBot
Upgraded: The ability to enable or disable team member handoff has been added.
Campaigns
Fixed: Both A/B test communications became stuck when conducted concurrently.
Updated: The Social element now includes a feature for adjusting the size.
Updated: Custom field tokens now support HTML, which means that you can use formatting such as bulleted lists to enhance the appearance of your custom fields.
Decisions
Fixed: Unable to create different versions of a Decisions letter.
Fixed: Unable to save down an assignee on a Decision.
Events
Fixed: The list of events displayed UTC instead of the event time zone when sending a new message to event attendees.
Fixed: The event location map sometimes appeared zoomed out on the main event page.
Insights
Updated: Added global controls for tags, workflows, student type, major, and home state.
Updated: Added global control that allows you to filter out test records.
Updated: One-time Campaign data now has its own pivot table, so you can see performance based on the specific day it was sent.
Updated: Performance over time now has its own section with a bar and line graph that shows both total metrics and percentages for the metric of your choosing.
Microsites
Updated: When there are no majors in a microsite, we hide the drop-down menu for "Your current major."
Updated: When no sections are added to a microsite, we hide the dashboard navigation link.
Fixed: Added padding space between the call-to-action (CTA) button and the billboard on mobile view.
People
Updated: When a user has a voice-over-IP phone number, we display a π« emoji next to the phone number, as SMS messaging is not supported.
Fixed: On a user's sidebar, the home address format has been updated to city, state, zip code, and country.
Fixed: When using the Popular type to filter People, the categories/headings have been updated to be consistent with other types like Users and Tasks.
Settings
Fixed: When viewing internal user activity (from Manage Users), activities were displaying references to records but showed [missing].
Updated: When a team has been assigned to Record, and an internal user with restricted access to Records is part of that team, they can now see the record.
Tasks
Fixed: There was a bug that was preventing users from selecting checkboxes for bulk actions.
Workflows + Rules
Updated: The workflow activated date/time is now displayed in the workflow header.
Updated: The date/time of the last modification and the user who made it are now displayed at the bottom of each workflow step.
Updated: A warning message has been added to display in the workflow header for users who attempt to modify an active workflow or a previously activated one. The warning states that any changes made to the workflow may have unintended consequences for records that are currently enrolled in the workflow.
Fixed: When using the global search feature to find a rule, the rules will be displayed under workflows.
Updated: When using the Form Submitted trigger, you can now choose to trigger on both main and follow-up form submissions, main form submissions, or follow-up form submissions.
New Features:
Enhanced Login Security
This update enables customizable sign-on and authentication options, including SAML2 Single Sign On, Element451, and Google, with optional 2FA for the Element451 local login. Institutions can select permitted login methods to meet their needs and preferences.
Conversation Enhancements
This update brings user profile creation from the Profile tab within the conversation, inbox filtering to show conversations where the student was the last to respond and the ability to translate inbound messages.
Campaign Visibility
The Campaign Visibility setting gives campaign administrators more control over which campaigns internal users can see by using a tag-based system.
HTML/Video Block
Advanced content options have been added to the Campaign Editor, allowing you to add your own HTML code and making video integration a more seamless and visual experience.
Holds Data Object
This update introduces a dedicated data object for student administrative hold data.
Settings UI
The General Settings page (Profile Picture > Settings > General) is the latest page within your instance to receive the Bolt UI upgrade.
BoltBot Skill: Team Member Handoff
BoltBot has been enhanced with a new skill: the ability to enable or disable team member handoff. This feature is particularly useful during extended university closures, like winter break, ensuring BoltBot remains a helpful resource without the need for staff intervention.