Updates, Improvements & Fixes
Applications
Fixed: Supplemental forms wouldn't submit if a required question was hidden due to conditional logic.
Fixed: In some cases, if a student completed both an RFI form and an application using the same school information, it would result in duplicate school entries in the student's profile.
Fixed: In some cases, the emergency contact information was not visible on the generated PDF.
Appointments
Fixed: When merging a record with an appointment into a record without one, the appointment was not carried over.
Updated: BoltBot now uses an algorithm to prevent overbooking a user when scheduling an appointment.
Fixed: When interacting with BoltBot to schedule an appointment, users were sometimes offered a date/time that was unavailable.
Updated: If a user's imported calendar failed to load, BoltBot would allow students to book appointments with that person. We'll now show no availability until that user fixes their calendar.
Fixed: When saving the appointment to a calendar from the confirmation email, the location did not save.
Updated: Removed the staff login link from the appointment student confirmation email footer.
Fixed: In some cases, appointments were still assigned to internal users who were in inactive status.
Fixed: When using an Outlook calendar feed, Appointment availability was sometimes inaccurate especially around recurring or full day calendar events.
Fixed: When an external attendee canceled an appointment, the time slot was not made available again.
BoltAI
Updated: Improved the internal knowledge base prompting and retrieval processes to increase BoltBot and Copilot's efficiency and speed in responding to queries.
Updated: BoltBot now uses an algorithm to prevent overbooking a user when scheduling an appointment.
Fixed: When interacting with BoltBot to schedule an appointment, users were sometimes offered a date/time that was unavailable.
Fixed: The Active Days configuration date chips in BoltBot settings were not displaying in the correct order.
Fixed: Copilot showed time stamps in UTC instead of the user's local time zone.
Conversations
Fixed: The assignee would not carry over after saving when creating a new SMS conversation from the Conversations module.
Updated: Added subject line field for email saved replies.
Updated: The "Related" tab in a conversation now displays the history of campaigns sent to that user.
Fixed: The Active Days configuration date chips in BoltBot settings were not displaying in the correct order.
New: New preset filters have been added to the conversations inbox: assigned to me, assigned to me & open, assigned to my team, assigned to my team & open.
Data
Fixed: When attempting to clear a custom date field after data had already been entered, changes would not save.
Fixed: When adding a new row to a data source, the system shows an error if all of the values are not there.
Deduplication
Fixed: When merging a record with an appointment into a record without one, the appointment was not carried over in some cases.
Fixed: Deduplication was presenting inaccurate potential matches.
Fixed: In some cases, when merging records, the intended degree data would be lost.
Events
New: Added the ability to self-manage event domains (Engagement > Events > Event Settings > Domains)
New: When sending a message in Events, you can now select any of the repeatable dates within a repeatable date event instead of only the first one.
In-App Calling
Fixed: When clicking the profile CTA button "Call In-App," Element451 attempted to open the computer's default phone application instead of using the in-app calling feature.
Insights
Updated: Conversations Dashboard > Overview Tab: A visualization has been added to show phone call frequency and average duration per day.
Updated: Conversations Dashboard > Dimensions Table: Phone call frequency and average duration per day have been added
Updated: Management Dashboard > Conversations: A visualization has been added to show phone call frequency and average duration per day
Updated: Management Dashboard > Conversations: Phone call frequency and average duration per day have been added
New: Added the Data Hygiene Dashboard to help surface issues in your data and help you fix them.
Journeys
Fixed: After configuring an Appointment journey step, an error occurs when updating it.
People
Fixed: In some instances, the Total Events Attended count for a user was not calculating correctly.
Updated: Added Enrollment Status to the Milestone (All Properties) filter.
Updated: Added Address Line 2 to be visible on the profile card.
Updated: The Holds profile card now displays the hold type, status, and amount.
Fixed: When adding multiple sources to a student record, only one source was allowed to have a segment source saved.
Settings
New: Added Sender Domain Authentication, a self-service tool (Settings > General > Sender Domain Authentication) that allows administrators to add domains for sending emails from Element451 and viewing the current configuration.
New: An SSO Authentication self-service tool (Settings > Manage Users > Security) was added, allowing administrators to manage their SAML/SSO settings.
Fixed: The active surveys table on the Surveys dashboard was missing pagination at the bottom.
Workflows
Fixed: In some cases, when attempting to set the property of an action while configuring a workflow, the update would not save.
Fixed: Error occurred when using the Set Milestone - Withdrawn action with the Withdraw Reason set to Enrollment Withdrawal.
New Features:
Copilot Enhancements
🚀 We are offering this new iteration of Copilot to all users as a free preview. Please let us know how you like it!
A preview of an enhanced Copilot was made available to all Element451 users. Copilot, our intelligent assistant, now offers a seamless, intuitive, and conversational interface that allows you to access information and perform actions efficiently through Copilot's chat interface, no matter where you are in Element451. Ask the Copilot to summarize a student record or catch you up on your tasks. Copilot can even assist in completing your work by drafting communications, suggesting next steps, developing outreach strategy, and so much more.
Task Templates
Task Templates are designed to boost your workflow efficiency by enabling quick application of predefined settings to new tasks. Templates can be applied when creating tasks manually or automatically via Rules + Workflows, ensuring uniformity and saving valuable time. Task Templates also extend their utility to subtasks, preserving the structure in multifaceted projects.
Workflow Formulas
Workflow Formulas introduce a dynamic way to manipulate data through custom-calculated fields. Utilizing formulas within the Set User's Custom Date Property, Set User's Custom Property, and Set User's Property actions, this feature offers extensive data manipulation capabilities. It’s a powerful tool for power users and those familiar with our formula syntax, paving the way for advanced, customized data solutions.
