Changelog

⭐ What’s new

1. Automatic Facebook Post Sync

• You can now sync your existing Facebook posts directly into Social Planner.

• Syncs posts from the last 30 days

• Includes posts up to the current day (UTC)

• Extended historical fetch supported during initial sync (where available)

• Runs automatically in the background once enabled

This allows past content to appear alongside scheduled and published posts.

2. Daily Sync Refresh

• Post insights refresh automatically every 24 hours, ensuring analytics remain up to date while staying compliant with platform API limits.

3. Media & Content Sync

• Synced posts automatically include:

• Post text

• Images

• Videos

💡 Why it matters

Facebook Post Sync helps users:

• Centralize Facebook content inside Social Planner

• Access past posts without manually recreating them

• Analyze historical performance alongside scheduled content

• Improve reporting accuracy for social analytics

• Save time when onboarding new accounts

🛠️ How it works

• Go to Marketing → Social Planner → Settings

• Ensure your Facebook account is connected

• Ensure you have enabled Post Sync from Labs

• Background sync will begin automatically

• View synced posts inside Planner and Statistics

• If the connection expires, follow the reconnect prompt to resume syncing.

🧭 Overview

We’ve enhanced the Bulk Edit Availability experience to make multi-user schedule updates clearer, safer, and more structured.

With improved visibility into weekly and date-specific hours — along with smarter save logic — managing availability for multiple team members is now more predictable and controlled.

🚀 What’s New

⚠️ Clear Impact Intimation for Weekly Hours

When editing Weekly hours in Bulk Edit mode, an informational banner now appears to indicate that changes will apply to all selected users.

This ensures you understand the impact before saving.

📅 Structured View of Date-Specific Hours

Date-specific hours are now displayed in a grouped-by-date format across all selected users.

For each date, you can:

• See how many users have availability set

• View individual user time blocks under that date

• Edit or delete entries per user

This gives full visibility into schedule exceptions before making changes.

➕ Add Date-Specific Hours in Bulk

When adding new date-specific hours:

• The time block automatically applies to all selected users

• You can later edit or remove entries individually if needed

💾 Smarter Save Logic

Save behavior is now section-specific:

• Updating Weekly Hours only modifies weekly schedules

• Updating Date-Specific Hours only modifies date exceptions

This prevents accidental schedule loss during bulk edits.

🧩 How to Use

• Go to *Calendars → Calendar Settings → Edit a Calendar → Availability* tab

• Click Bulk edit

• Select team members and click on Edit hours

• Modify Weekly or Date-Specific Hours

• Click Save Changes

• Only the edited section will be updated.

🎯 Why This Matters

• Reduces accidental schedule overrides

• Improves clarity when managing multiple users

• Provides structured visibility into date exceptions

• Makes bulk availability updates safer and faster

We’ve revamped how Review Links are configured across Reputation to make the process faster, more intuitive, and frictionless — so you can get set up in under a minute.

✨ What’s New

1. Automatic Review Link Setup

Once a page is connected (e.g., GBP), your Review Link is set automatically.

For GBP:

• If only one page is connected → it’s set as default.

• If multiple pages are connected → the first page is selected by default.

• No manual setup required in most cases.

2. Smart Dashboard Notifications

Clear status messaging on the dashboard:

1. If Review Link is set:

2. If Review Link is not set:

Helps users instantly know what action to take.

3. Setup CTAs Across Key Pages

We’ve added contextual CTAs to guide users:

Requests Page:

“Configure Review Link” CTA to configure link before sending requests.

4. Review Link Access While Sending Requests

• When sending a Review Request:

• Users can now view the current Review Link

• Option to override or change the link instantly

Makes it easier to customise review destinations per request.

5. Configure Review Link in Widgets

Added the ability to:

• View, Select and Override Review Links directly inside the Review Widget Page

• Ensures widgets reflect the correct review destination.

🎯 Why This Matters:

• Review Links are auto-configured

• Clear status indicators guide users

• Setup is contextual, fast, and self-explanatory

• Most users can complete setup in under 1 minute

📍 Where You’ll See This

• Reputation Dashboard

• Requests Page

• Reviews Page

• Review Widgets

• Send Review Request Modal

Questions? Suggestions? Ideas to improve Reviews Management?

What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address

• Phone Number: Matches contacts sharing the same phone number

• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.

2. Select your preferred Match By criteria (Email, Phone Number, or both).

3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows - keeping your contact list clean, unified, and accurate without any manual effort.

We’ve made badge issuance automatic at the start of every course — welcoming learners from day one without any extra setup.

✨ What’s New?

• Every new course now includes a pre-attached Welcome Badge.

• The badge is automatically issued when a learner enrolls for the first time.

• Creators can turn it off anytime by switching the badge to Draft.

• Five curated Welcome Badge templates are available for course enrolments.

• Only these five templates appear in the Welcome Badge section.

• Other badge templates are hidden in this view to keep things simple and focused.

✅ Why It Matters?

• Learners feel recognized immediately upon joining.

• Badge adoption increases automatically without extra effort.

• The experience stays clean and easy for creators.

🧭 Overview

We’ve improved appointment visibility for followers to support smoother collaboration across teams.

Previously, only the assigned user could view a contact’s appointments. With this update, followers can now also view appointments for the contacts they follow — provided Assigned Data visibility and the appropriate calendar permissions are enabled.

✅ What’s New

• Followers can now view appointments for contacts they follow.

• Visibility now aligns between assigned users and followers.

• When a user’s data visibility is restricted to only assigned records, they can now also see appointments for contacts they follow.

🔐 Permission-Based Behavior

• Followers must have View appointments, calendars & groups permission to see appointments.

• Without Manage appointments, followers can view but cannot edit or delete appointments.

• With Manage appointments, followers can edit and manage appointments accordingly.

🎯 Why This Matters

• Improves collaboration between team members working on the same contacts.

• Eliminates confusion when followers couldn’t see relevant appointments.

• Aligns visibility behavior with real-world team workflows.

• Ensures restricted access users still have the context they need when following a contact.

🚀 Overview

We’ve enhanced dashboards and custom reports to persist date ranges and filter selections per user.

The system now remembers the date range and filters you select. When you refresh the page or return later, your selections remain exactly as you left them.

✨ What’s New

Dashboard Updates

• Dashboard date range now saves automatically per user

• Widget dropdown values now persist based on user selection (no longer defaulting to the first pipeline value)

• Selected values remain saved until manually changed

• AI Summary now reflects the selected pipeline instead of always using the first pipeline in the dropdown

• If a saved filter (such as a pipeline) is deleted, we automatically select the first available option

• Duplicated dashboards retain relevant date and filter settings

• Introduced comparison date range on a dashboard level date filter - which will also be applicable to general widgets

• Widget level comparison will take preference over dashboard level if explicitly mentioned

Custom Reports Updates

• Custom reports now follow the same persistence logic as dashboards

• Dropdown values are saved for all users when the report creator clicks “Save”

• Email sharing sends a snapshot of the report values at the time of email generation

• Subsequent report changes do not impact already sent emails

• Introduced comparison date range for custom report builder - which will also be applicable to general widgets

• For custom report builder, widget level comparison will take preference over report level if explicitly mentioned

📝 Important Notes

• Widget-level date settings can still differ from the dashboard date

• Snapshot restores do not copy user-specific preferences

💡 Why This Matters

You no longer need to reset filters every time you open a dashboard. Your reports stay consistent, and previously sent emails won’t change even if you update filters later.

We’re excited to introduce Notes for Custom Objects, a powerful new feature that lets you create and manage notes directly on your Custom Object records.

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❓ Why This Feature?

You can now capture key details, discussions, and updates inside any Custom Object record, so your teams always have the full picture right where they need it.

This brings greater clarity and efficiency to your workflow by keeping all relevant notes tied to their specific data entities and not scattered across unrelated records.

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✨ What’s New?

• Custom Object Record Specific Notes

Create and view notes directly inside Custom Object records. Notes stay linked to that specific object for better organisation and context.

• Flexible Associations

Link notes across records: associate any existing or new note from a Contact or Opportunity to a related Custom Object record

• Unified Experience

Notes for Custom Objects share the same interface and editor you’re already familiar with from Contacts and Opportunities.

• Smart Filtering & Search

Quickly locate notes across objects using filters by entity, author, or keywords — making it easier to retrieve the right information instantly.

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🔧 How to Use

1. Open Custom Objects → open any record → go to Notes → add a note

2. Or open a Contact / Opportunity note → associate it to the related Custom Object record

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🤝 Why It Matters

• Keep important context on the record you’re actually managing (not just on Contacts)

• Find notes faster with Search + Filters/Sorting

• Avoid copy/pasting updates—associate the same note to the Custom Object record for shared visibility