2025, February 3 (v6.1.0)

Scheduling

  • All Scheduling users will now have an Employees (All) population available as a standard population

Marketing Cloud

  • Opportunities Data Extension is added to the Advanced Business Unit

Roles

  • Access to records created in Trellis (i.e. Appointments, Service Cases, Events, Opportunities, etc.) is now limited for student workers and other 'Limited' role users to only view records created by others in their department/group

Other

  • Student success professional users can now create Staff Assignment records for themselves or others. (BETA)
  • When users create new items, the corresponding term is now auto-filled, and the search mechanism has been updated