v5.0.0 (10/3/2024)

RELEASE NOTES - ALL USERS

• ENHANCEMENT: Accept Home Phone as Phone in CSV Import 
  • Contacts imported via CSV file will now be accepted in the event the contact has no data in the Email or Phone columns, but does in the Home Phone column.  
  • In this event. the system will copy the Home Phone to the Phone field. 
• BUG FIX: An issue that caused contacts to be unsubscibed from Email Broadcasts when they are unsubscribed from Direct Mail has been resolved. 
• BUG FIX: An issue that prepended dashes on contact phone numbers entered via web form has been resolved. 
• UI UPDATE: We removed Created Date and End Date from the Text Campaigns page. These columns were not populated and caused confusion for users. Now only Start Date will be listed.
• WORKFLOW CHANGE: Contacts Can Now Be Copied to Another Location
  • PROBLEM: This summer, we received a few reports of contacts receiving SMS text messages containing the wrong practice name and/or workshop information. We identified several possible reasons this could happen, but one reason was that contacts could only belong to one location at a time. 
  • SOLUTION: Contacts can now exist at multiple locations/practices under different contact IDs. 
    • In the scenario where a contact at one location registers for a workshop at another location, a new contact ID will be issued at the new location. 
    • When changing the location of an existing contact, users will now make a copy of the contact record under a new ID at the new location rather than moving the contact entirely. 
    • The new contact will automatically be entered into No Phase. 
    • The contact will still be unenrolled from all campaigns at the original location.