Trellis General
- The Timeline component will now be displayed at the top of Business Organization Account pages. It will include related service cases, affiliations, opportunities, tasks, and emails
- The Contact page now includes Primary Career, Program, Plan, and Campus values for current students (these fields will begin to be populated over the coming weeks), and unnecessary fields have been removed based on record type
- The timeline has been updated with some accessibility updates to improve keyboard navigation and screen reader use
Marketing Cloud
- This will be going live after the 11/26 Quickstart release version 3.1 - Campaign subscription forms will now be embedded on applicable Quickstart sites. Embed the form using the Embeddable Subscription Link found on List Campaigns that have Allow Subscriptions checked
Service and Scheduling
- Users of service cases will now see a field for “Email-to-Case Address”, showing them which of their service emails were the recipient for the case that was created
- Scheduling users will now be able to edit User Groups owned by other users in their team. Scheduling Super users have additional access on Population records
- Users with Academic Support permissions can now edit and create Population records. Additionally, the Academic Support Type field will now carry over on cloned or recurring events
- Scheduling users now have the option to require contacts to answer required questions before scheduling an appointment with them
- Appointment related system generated emails will no longer reference the appointment owner’s email address. Users will see a link back to the CatCloud scheduling calendar for taking further actions
Events
- Events users now have a Required field on the Event Item Session page. If an event organizer wants a specific session to be mandatory, they can simply check the Required field on the related Event Item Session record
- Event organizers will now have a default parent campaign assigned to events, and if it’s incorrect the organizer can change it to other event type commercial list campaigns that are associated with the user’s affiliation accounts