Summer is in full swing! We’re excited to share this month’s new releases. Let’s dive in now!

The Questions section is where you can create custom questions that will be completed:

The ability to sort questions alphanumerically is now available - making it faster to navigate a long list of options. By default your Options will remain sorted by “List Order”.

NOTE: This enhancement is automatically available to all customers.

Client matching has been improved to propose a record that closely matches, when a similar new client record is created - the last name and email field are used to identify similar records. The proposed record can be used or a new record can be created.

NOTE: This enhancement is automatically available to all customers.

Text updates to the search field to make it more user friendly.

The service list now displays service categories, to make it easier to navigate a long list of services.

ATMs now have their own custom pin to help distinguish between Branches, ATM and the ATM network in the map view.

Customers/members can now search and filter results by location type (ATM, ATM network, or Branch)

NOTE: This enhancement is automatically available to all customers subscribed to the branch locator.

The iFrame view dimensions broadcasting functionality now broadcasts more accurate heights and works between steps as the height increases or decreases.

The option to hide the preferred language for a walk-in created through the +Add New dialogue is now available.

To change this setting:

The edit buttons for each individual answer has been replaced with a global edit mode in the questions tab.

Since launching Schedule 2.0 as the default experience, we've heard some valuable feedback about the preference to customize the schedule layout with either a vertical or horizontal option. We appreciate the feedback and we are listening!

Good news! Our team has worked quickly and on July 23, staff and users will have the ability to customize their preferred layout between horizontal (figure 1) and vertical views. This can be done through a one-time pop-up (figure 2), with the ability to switch preferences anytime in the filter settings (figure 3).

NOTE: This enhancement is automatically available to all customers in production and demo on July 23.

Figure 1

Figure 2

Figure 3

As a reminder, the New Kiosk changes mentioned in last month's release notes are going into production. In order to see these changes, the New Kiosk link needs to be used. In August, all kiosk links (new and old) will direct users to the new Kiosk experience.