Events Release Notes

November 2023

Version 2311.2

• A new Events setting, Maintain URL Parameters, enables URL parameters to be maintained throughout the session when a student navigates to the Appointment Scheduler through a link with parameters. For more information, see Appointment Scheduler Settings.

October 2023

Version 2310.5

• The Appointment Scheduler was updated as follows:
  • Meeting Links for upcoming Virtual Meetings are now clickable URLs to quickly open the meeting. For more information, see Understanding How Students Schedule Appointments and Interviews in the New UI.
  • The confirmation page includes your preferred time zone and phone number to view or replace information critical to your appointment.
  • When scheduling an appointment, the phone number you enter is validated to ensure it contains only numeric characters and matches the selected country’s standards.
  • A My Account option lets you easily view your Phone and time zone information. For more information, see Understanding How Students Schedule Appointments and Interviews in the New UI.
  • The scheduling panel auto-opens when you use a link with URL parameters.
  • An indicator displays when an appointment is scheduled, canceled, or updated, providing you with a visual cue to confirm the process is running.
• The Appointment Calendar was updated as follows:
  • The calendar displays past days with a strike-through to easily see availability.
  • The calendar displays availability and appointments based on your preferred time zone.
  • Upcoming Appointments with overlapping times display an orange time conflict label.

August 2023

Version 2308.2

• Appointment Scheduler has a brand-new user experience for students! This is a massive visual upgrade to nearly every page in the scheduling appointment flow. For details, see Understanding How Students Schedule Appointments and Interviews in the New UI and New Appointment Scheduler Student-facing Experience FAQ.
• You can edit information for upcoming appointments from the Appointment calendar by selecting the Edit button on the Appointment Details page. For details, see Editing Appointments. 
• You can filter modalities using URL Parameters to restrict available options when a student schedules an appointment. For details, see Restricting Appointment Options Using URL Parameters. 
• The Community Theme record includes new fields for Appointment Scheduler logos so administrators can set specific logos for the student-facing Appointment Scheduler site. Visit the latest Upgrade Guides from the TargetX User Community to learn how to apply these new fields. 

May 2023

Version 2305.4

• Appointment Scheduler displays staff members’ names in Appointment details so that users can see who the meeting is with when viewing team member calendars.

April 2023

Version 2304.3

• Appointment Scheduler supports using a custom field for appointment scheduling to funnel students to the correct staff person. For more information, see Configuring Appointment Scheduler Settings.
• Contact matching will now run without sharing so TX Forms can match on records that aren’t shared with the user.
• A new Custom Appointment Filter Choice field has been added to the Event Supplement Object. You can use this custom field to restrict appointment availability using a URL parameter, so you aren’t limited to which fields you can use to restrict options. For more information, see Limiting which events display to registrants using URL parameters. Visit the latest Upgrade Guides from the TargetX User Community to learn how to apply this new field.

March 2023

VERSION 2303.6

• Staff can now create Appointment Scheduler exceptions based on a specific modality. For more information, see Configuring Availability for Appointments.
• Accessibility updates for Events.

February 2023

VERSION 2302.12

• The No Show field is now available on the Organization Events record so users can indicate the status on the Attendee list.

December 2022 

VERSION 2212.4

• Users can now edit existing Event Registrations for non-paid events. 

November 2022 

VERSION 2211.2

• Students will receive a warning if they attempt to book an appointment that overlaps with another. For more information, see Understanding how Students Schedule Appointments and Interviews.
• Modality Type has been added to the Organization Event Name record.

September 2022

VERSION 2209.1

• A new setting is available to disable Interviews in Appointment Scheduler. This setting is unchecked by default. For details, see Appointment Scheduler Settings.
• Appointment Scheduler now emails students when a staff member marks their appointment as No Show. For more information, see Engage FAQ.
• You can set email templates for different modalities in Appointment Scheduler, such as In Person, Virtual, or Phone meetings. For more information, see Appointment Email Templates.
• You can now select different modalities for appointments. 
• New fields:

• Staff can schedule appointments for different modalities from the Appointment Calendar. For more information, see Using the Appointment Calendar.
• Staff can now select the modality when defining their availability. For more information, see Configuring Availability for Appointments.

August 2022

VERSION 2208.6

• The CK Editor was updated to version 4.x in Travel Planner.
• A new tool is available to update old URLs to work with Enhanced Domains. For more information, see Updating Events for Enhanced Domains.

February 2022 

VERSION 2202.14

• Numerous updates to Appointment Scheduler:
  • A new field to track students who did not show up for their appointment has been added. For additional information, see Managing Appointment Attendance.
    • During the upgrade, any past Appointments for students marked as Confirmed and Not Attended will be updated to check the new No Show checkbox.
  • A New field has been added to track No Shows:

• Notes have been added to Appointment records so that users can track notes and attendance. For additional information, see How to Confirm Attendance or Cancel an Existing Appointment.
• Students can now view and schedule appointments with their Success Team Members, if this has been configured in your Org. For additional information, see How Students Schedule Appointments and Interviews.

October 2021

VERSION 2110.0

• A new field has been added so that Administrators can restrict registration for upcoming appointments. A new Global setting, Minimum Lead Time, is available in Appointment Scheduler Custom Settings to indicate the minimum amount of notice that is required before an appointment’s start time. For additional information, see Appointment Scheduler Settings.

• A new field has been added so that Users can restrict registration for their upcoming appointments. A new setting, Minimum Lead Time, is available on the Appointment Calendar, using the Profile pane. For additional information, see Defining Profiles for Appointment Scheduler.

July 2021

VERSION 2107.4

• Users can now sort the Travel Planner Trips list.

June 2021

VERSION 2106.2

• The system will now display a message to Users if the Email Template Folder has been renamed or deleted. For additional information, see Managing emails for events.
• TargetX Event forms now allow Administrators to include hidden fields. 
• A TargetX Log will be created if the Default Email Sender Id is not a valid Salesforce ID. For additional information, see Setting the default email sender in Events.

May 2021

VERSION 2105.0

• Users now have the ability to add Named Guests from the CRM. For additional information, see Managing Event Guests.

October 2020

VERSION 2010.6

• A new Custom setting is available in Events Custom Settings, which, when enabled, if the primary event registration is canceled by an Internal user (i.e. back-end update), their guests are automatically canceled. For more information, see the article Canceling guests when a registrant cancels.
• Updates to Events Site Permissions for Salesforce Winter 21.

May 2020

VERSION 2005.26

• Administrators now have the option to use TargetX Forms for Events or continue to use FormAssembly forms.

• TargetX Forms for Events are a lightweight option for creating basic Event Registration forms. 
• This feature is NOT a replacement for Form Assembly but rather a tool for basic configurations or a backup option if Form Assembly experiences downtime. 
• For additional details, see the article TargetX Forms Overview.

December 2019

VERSION 1912.13

• Events now uses Access Keys. 
  • In Events 6 - If a URL with a Contact Id and NO Access Key is entered, users can either 'continue as guest'  or opt to have an email sent to them with an updated link.
  • In Events 5, the system will either recognize the user or not. The user will not be prompted with additional options.
• Events has been updated to accommodate new Site Guest User Org-Wide Defaults changes in Salesforce Winter ‘20. For additional information, see Recommended sharing settings for Default External Access (Organization-wide Defaults).

May 2019

VERSION 1905.0

• This release includes new “stripped-down” layouts for every custom TargetX object in the Events package in order to facilitate restricting access to Salesforce pages in Communities.

February 2018    

VERSION 1802.0

• Administrators now have the ability to configure a specific Payment Connector for individual Events. For more information, see Configuring multiple payment connectors for different Events.
   

• New Objects/Fields:​

August 2017

VERSION 17.30008

• Travel Planner allows you to group Travel Events into a “Trip”. Users can view trip records, individually or in aggregate, by recruiter, by location or by date. Recruiters can view their planned or past trips; Directors or Deans can view all trips for a year, month, by location, etc. and easily identify who is where and for how long. 
  • Mobile-friendly dashboard for viewing trips
  • Easily search existing events and appointments to include in the trip itinerary
  • Input, update and view details to your events
  • Add notes to the trip or event
  • Understand where your recruiters are going and what they’re doing

• New Objects/Fields:

Spring 2017

VERSION 17.10003

• Added functionality that allows the event registrant to Pay Later (i.e. Pay Via Invoice) in addition to paying at the time of registration for an event. Pay Later (i.e. Pay Via Invoice) allows registrants to pay their event registration fees later and not at the time of event registration. Selecting this option allows them to receive an invoice for their costs so that the student can pay via check. Upon selecting this option, registrants are registered for the chosen event and any additional event options they may have selected. A notification appears at the top of the screen stating: ”Thank you for registering. An Invoice is being prepared and will be emailed to you.”
• Added functionality that provides institutions and event organizers with the option to add Discount Codes to paid events. If an event has a registration fee associated with it, the institution or event organizer can provide a discount code/s to event registrants that, when entered during the event registration process, will automatically apply a specified discount to the event registration fee. 
• Added functionality that provides institutions and event organizers with the ability to block users from registering for conflicting events and child events.