July is upon us! We’re excited to partner with Forbes to launch a new series of articles jam-packed with tips Financial Institutions can use to run more efficiently while boosting the customer experience, including:

We're also headed to the World Credit Union Conference July 23-26, 2023 in Vancouver, BC! Visit us in the Solution Centre at Booth #203.

Now, on to July's release details. Read on for more info about what to expect when release hits production July 26.

It’s a new landing page for Advanced Analytics! This new look is focused on helping you find what you need more quickly and easily. And speaking of quick and easy, we’ve also made some navigation improvements - enabling you with simpler and faster navigation to the data you and your organization need.

These enhancements are automatically available to all Advanced Analytics customers.

Please refer to the Advanced Analytics section of our Help Center for additional details when release is live in production.

Advanced Analytics users are now able to filter the Engagements Overview dashboard by staff member. A Staff Name option is now available from the filters area for easy and efficient review of engagements as they relate to an individual staff member.

Please refer to our Help Center materials for more information on engaging with Advanced Analytics dashboards.

This enhancement is automatically available to all Advanced Analytics customers.

Now, Advanced Analytics uses the timezone set in a user’s Coconut profile as the default timezone in Advanced Analytics - minimizing the number of clicks required to access the metrics that matter most to you.

This enhancement is automatically available to all Advanced Analytics customers.

Now, when entering or updating a client/member’s profile details, staff receive a visual prompt if they reach the maximum character limit.

In Clients, this applies to the following fields:

*This maximum length notification also displays in Schedule

This enhancement is automatically enabled for all customers.

We’re making it easier for you and or your organization to minimize the potential of duplicate data while maximizing the value of the engagement insights gained from Coconut when creating client records through the Dashboard or Client areas.

Now, when a staff creates a new client/member, if the contact details entered match an existing profile, a visual prompt will alert the staff that an existing client/member record exists. This notification will display if one of the following conditions is met:

This enhancement is automatically enabled for all customers.

We continue to enhance the video appointment experience for our Connect users with multiple enhancements in this release. Read on for more details.

If, when downloading the audio recording from a Connect meeting, the audio gets stuck, users can retry to complete the download process.

This enhancement is automatically enabled for all Connect customers.

Now, if disconnected from a Connect meeting due to, for example, a lost internet connection or a browser crash, meeting participants can rejoin the call by simply reloading the page and opting to rejoin the call. If a user is already connected to a call and attempts to rejoin, they will be prompted to enter their name and email prior to joining.

This enhancement is automatically enabled for all Connect customers.

Connect users can now access troubleshooting tips for resolving camera and/or microphone restrictions they may experience when joining a Connect meeting that are the result of app or browser permissions issues. Users experiencing such challenges are provided with a link to help materials in the error message that displays.

This enhancement is automatically enabled for all Connect customers.

Please refer to this article for additional information.

Now, when clients/members are completing the online booking flow without selecting a specific staff member, date/time availability loads behind the scenes one week at a time instead of monthly. This provides clients/members with more instant results, improving their booking experience.

This enhancement is enabled for all customers.

Please refer to Client View: Setup for more information on configuring the online booking experience at your organization.

Coconut customers leveraging our B2B APIs can now retrieve multiple details associated with an appointment using one endpoint - eliminating the need to make multiple calls to retrieve various pieces of appointment-related info. These items include:

This enhancement is available to all customers.

Please refer to our API documentation for additional details.