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July '23 Release Notes

This release includes enhancements for Email, Engage, and Retention and defect fixes for Applicant Dashboard, Base, Engage, Online Application, and Retention. The new and improved student-facing Appointment Scheduler UX will be available in the August packages, not July, as previously communicated.

New Features and Enhancements

   Email

Version 2307.0

  • The following pages now comply with Web Accessibility standards like ARIA and WCAG, as well as screen readers:
    • Test list email builder
    • Campaign Schedule page
    • Campaign Content page
    • Campaign Detail
   Engage

Version 2307.0

  • A new setting, Allow Students to Create New Contact Record, prevents students from creating a Contact record if no match is found in the system when unchecked. This allows you to determine how records are created in your Engage Rooms. For details, see Engage Room Settings.
   Retention

Version 2307.2

  • Success Team members on the Student Profile will display current/active relationships with an end date after TODAY or blank.
  • In the Student Success Center, appointments on a student record are now sorted from newest to oldest, so you can easily find appointments.
   TargetX Resolved Defects

Applicant Dashboard (Version 2307.2)

  • (CL-1853) The New Application button will appear even when an active App Configuration lacks a Community Theme. Previously, students could not create new applications if the active App Config was missing a Community Theme.

Base (Version 2307.0)

  • (CL-1870) Source to Master no longer generates an error when rolling up a blank value to the Account ID field. Previously, Source to Master would cause an error when a contact roll-up from Enrollment History was enabled for a Contact’s Account ID field.
  • (CL-1942) Labels for the Prediction objects fields have been updated to align with the Othot platform:
    • Most_Impactful_Feature__c label has been updated to Recommendation 1
    • Most_Impactful_Impact__c label has been updated to Recommendation 1 Delta
    • Most_Impactful_Value__c label has been updated to Recommendation 1 Value
       

Engage (Version 2307.0)

  • (CL-1929) Clicking the Save button multiple times will only save notes once. Previously, clicking the Save button multiple times created duplicate Note records.

Online Application (Version 2307.0)

  • (CL-1646) Users can map different labels to the same value in a picklist field. Previously, setting picklist options groups would break the ability to map different labels to the same value.
  • (CL-1902) Fields used in visibility conditions are not affected after the student saves the application. Previously, fields used in visibility conditions were updated to blank values.
  • (CL-1903) Elements, fields, and attachments display based on the updated visibility condition field values. Previously, elements, fields, and attachments did not display as expected based on visibility conditions.

Retention (Version 2307.2)

  • (CL-509) Student Success Center's display of Advising Activities (Notes & Kudos) is now closed by default so that activities can be toggled easily and counts display accurately. Previously, the Student Success Center Dashboard showed an Open Issue for a closed Advising activity.
  • (CL-522) The Current terms and Other terms filter lists in the Student Success Center Academic tab are sorted alphabetically in descending order, then by Academic Name. Previously, the lists had no display order.
  • (CL-1473) The At Risk student count displays properly in the Student Success Center Dashboard detail view when Cohort Success Scores are enabled. Previously, the count of At Risk students in the list view did not match the detail view of students.
  • (CL-1869) The Refresh Picklist Definitions setting in the Student Success Center accommodates custom picklist fields with global value sets. Previously, the Refresh Picklist Definitions setting would fail if a custom picklist field on the Advising object used a global value set.
  • (PD-3038) Generating Advising lists returns an accurate list of students. Previously, manually editing records during the query returned too many students
  • (PD-5893) Notes entered in the Student Success Center will properly wrap to another line. Previously, notes did not wrap properly.

 

Why Should I Upgrade? 

Recommendation

Product and Notes

Recommended

Applicant Dashboard:

  • Recommended for all clients using Online Application.

Email: 

  • Recommended for all clients using Email.

Online Application:

  • Recommended for all clients using Online Application.

 

Optional

Base:

  • Recommended for all clients integrating with Othot.

Engage:

  • New feature: Require Contact Matching for sign up.

Upgrade Instructions     Edit section

For Upgrade instructions, select Upgrade Guides from the TargetX User Community.

 

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