What's New? | Release Notes

Last Updated: March 11, 2024

Appointment Scheduling and Event Integration (March 11, 2024)

LeadCenter Recurring Appointments calender

🌟 LeadCenter Recurring Appointments: Unlock unparalleled scheduling flexibility with our latest update. LeadCenter.AI now offers enhanced functionalities for setting up recurring appointments, ensuring your calendar aligns perfectly with your business needs.

  • Daily, Weekly, or Custom Schedules: Customize your appointment frequency to suit the unique demands of your operations.
  • Automated Appointment Reminders: Ensure high engagement and preparedness with automated reminders for all your recurring appointments.
Integration with LeadingResponse DirectHub

🌟Integration with LeadingResponse DirectHub: Our newest integration with LeadingResponse's DirectHub redefines your event management process, offering a seamless and efficient approach to handle event registrations.

  • Automated Event Registration Sync: Say goodbye to manual entries. Event registrations from DirectHub are now automatically synchronized with LeadCenter Events, ensuring accuracy and immediacy.
  • Enhanced Event Insights: Access registration data within LeadCenter.AI instantly, providing actionable insights to optimize event success.

We're excited to introduce a series of improvements aimed at boosting your operational efficiency and marketing efficacy.

  • Marketing Opt-In Fields: Our new fields for Email, SMS, and Invite compliance and engagement mark a significant advancement in communication strategies.
  • Events Costs Integration: Directly adding event costs to Marketing Spend has never been easier, offering clear visibility into your investments and returns.
  • Commission Visibility for AUM Products: Transparency and planning are elevated with the ability to view commission details for AUM products right from the Create Account screen.

This update also rectifies several known issues, boosting the platform's reliability and enhancing your experience.

  • Eliminated the duplication of confirmation emails when Outlook is the connected calendar.
  • Resolved problems where Zoom meeting links were not being generated, and meetings were not added to Zoom schedules.
  • Allowed advisors to be associated with multiple commission plans across different years, enhancing adaptability and financial oversight.

Seamless Microsoft Office 365 Email Integration and More (January 8, 2024)

Office 365 Email Integration

🌟 Seamless Microsoft Office 365 Email Integration: In this exciting update, we're proud to introduce a major enhancement to your email experience - Easy Microsoft Office 365 Email Configuration. This feature marks a significant advancement in how you connect and manage your email communications.

  • Direct Microsoft Graph Integration: Connect your Office 365, Outlook, and Live.com emails directly with LeadCenter.AI, bypassing the need for SMTP details.
  • Streamlined Email Setup: Enjoy a hassle-free email setup experience, ensuring seamless integration and synchronization.
  • Enhanced Email Efficiency: This update promises a more robust and reliable email communication system, directly within LeadCenter.AI.

Want to see it in action? Configure Your Shared Microsoft Email | Configure Your Microsoft Email

We've made key improvements across the platform to enhance your LeadCenter.AI experience.

  • Enhanced Dropdown Features: Experience intuitive dropdowns in various modules for a more user-friendly experience.
  • Redesigned Calendar Settings: A new, user-friendly interface for managing business hours and calendar settings.
  • Improved Email Table UI: A refreshed email table design for easier navigation and understanding.
  • Enhanced Calendar Functionality:
    • Save your calendar state selections and enjoy multiple checkbox selections for efficient planning.
    • Calendar Customization: Enhanced ability to filter calendar items based on type, category, status, and connection.
    • Multi-Calendar Management: Implement ability to open multiple calendars with a filter to select users, improving overall calendar management and scheduling flexibility.
  • Document Management Enhancement: Implemented the ability to make documents private, offering greater control and security over your shared documents.
  • Events Management Access for Editor Users: Streamlined access to events management, now extended to users with 'editor' role, enhancing collaboration and workflow efficiency.
  • Improved Email Tracking: Enhanced tracking for emails sent from LeadCenter or pulled from the email server, providing more accurate and comprehensive email management.

In our commitment to reliability and functionality, we've addressed several bugs across the platform.

  • Eliminated the issue of duplicated emails for a cleaner communication flow.
  • Resolved various bugs in the BookMyTime and calendar modules for a more seamless scheduling experience.
  • Fixed the issue with Zapier triggers not capturing 'Offline' medium leads.
  • Rectified HTML issues in task email notifications for clearer, more accurate notifications.
  • Fixed the link issue in the email editor, enhancing your email composition experience.

Advanced Calendar Customization (December 12, 2023)

Advanced Calendar Customization

In our latest update, we're thrilled to unveil a game-changer for your scheduling needs – Advanced Calendar Customization. This suite of new capabilities empowers you to personalize and streamline your scheduling process like never before.

Key Features Include:

Public Calendar Homepage: Now you can view all user calendars from a single home page, enhancing navigation and accessibility.

Public Calendar Homepage

Custom Questions for Appointments: Engage with your clients more effectively by adding personalized questions to your appointment scheduling process.

Custom questions

Multiple Public Calendars Per User: Empower your scheduling with the ability to establish several public calendars, each with its own unique link and meeting durations.

Multiple Public Calendars Per User

Internal Meeting Scheduling: Efficiently coordinate meetings with team members directly within LeadCenter.AI.

Internal Meeting Scheduling

Out-of-Office Indicator: Easily communicate your availability by marking out-of-office periods on your calendar.

Out-of-Office Indicator

Calendar Descriptions: Add detailed descriptions to your public calendar entries to provide attendees with all the information they need.

appointment Calendar Description

Multiple Locations in Public Calendars: Now, you can add various locations to your public calendars. This enhancement is perfect for advisors who operate across different offices or wish to offer location options to their clients.

Multiple Locations in Public Calendars
  • Optimized Calendar Loading: Enjoy faster calendar loading times with parallel processing, ensuring you spend less time waiting and more time doing.
  • Event Management Enhancements: Experience greater control over your event planning with improved timezone support and event reminder settings, making the organization of events more efficient and user-friendly.
  • Financial Questionnaire Upgrades: The financial questionnaire module has been upgraded to provide a more seamless and accurate data capture experience, ensuring that all information is consistent and integrated with your CRM systems effectively.
  • Streamlined Financial Questionnaire Interface: Updated visual elements like income entry notes and dot colors in the objectives ranking for a clearer and more intuitive user experience.
  • Event Organizers and Speakers Update: Easily manage and display event organizers and speakers with updated dropdown lists and backend functionalities.
  • Private Event Option: Gain control over event privacy with the option to keep certain events unlisted from the public events page, allowing for exclusive or internal gatherings.
  • Streamlined Event Registration: Updates to the event registration process mean a smoother journey for your event attendees.
  • Squashed bugs affecting data storage, synchronization post-verification, and accurate display of lead details in the Financial Advisor Module.
  • Fixed issues with mobile responsiveness in email/SMS builders and corrected timezone-related errors for reliable communication.
  • Enhanced security for public file uploads safeguard your documents and data.
  • Corrected issues with recurring events to ensure they are properly updated or removed from LeadCenter.AI when changes occur in external calendars like Google or Outlook.
  • Resolved critical bugs where email SMTP failures were not being communicated, ensuring users are now alerted with a notification if emails do not go out as expected.
  • Addressed an issue where event times were incorrectly displayed, ensuring all event scheduling reflects the correct timezone.
  • Fixed the '404 Not Found' errors for draft events, ensuring that public links lead to the correct event information.
  • Updated the event management system to correctly show addresses and made them clickable for easy access to Google Maps directions.
  • Solved issues with lead deletion restrictions to preserve the integrity of associated accounts and appointments.

🌟 Enhanced Event Management System (November 20, 2023)

Enhanced Event Management System

LeadCenter.AI's advanced Event Management System is now fully optimized, providing robust tools for managing and tracking your events.

  • Seamlessly Share Event Details: Distribute virtual meeting links or physical venue information with ease.
  • Automate Your Attendee Engagement: Our improved tracking and reminder system ensures higher attendee responsiveness.
  • Integrate Effortlessly with Your CRM: Create a holistic view of your leads and events in one place for better management and follow-up.
  • Analyze Your Event Performance: New reporting features offer deeper insights, enabling you to measure success and optimize future events.
  • Track Your Event Budget and ROI: Keep your finances in check with our enhanced budget tracking and return on investment analysis tools.

Beta Feature: Document Management System (DMS)

Our DMS is now in beta, offering secure and organized document handling.

🔒 Beta Phase Testing: Join us in refining this feature by exploring its capabilities and providing feedback.

  • Enhanced Calendar Functionality: Multiple calendar support and guest addition options now available for streamlined scheduling.
  • Optimized Event Management: Timezone support and improved event reminder settings for an efficient event planning experience.
  • User Experience Improvements: Various interface enhancements to ensure a smooth and user-friendly navigation.
  • Adjustments made for better mobile responsiveness in the email and SMS builders.
  • Corrected timezone and reminder issues to ensure events are scheduled and reminded correctly.
  • Enhanced security measures implemented for public file upload features.

Introducing Enhanced Email Customization (October 30, 2023)

Enhanced Email Customization

🚀 Introducing: Email HTML Input

Transform your email marketing with our innovative Email HTML Input feature! Embed HTML code and use shortcodes to create highly personalized and visually appealing emails. Here's how it elevates your email campaigns:

📧 Advanced HTML Editor: Directly input HTML code for custom email designs. Include shortcodes for personalized touches in each email.

🎨 Boundless Creativity: Break free from standard templates – design unique emails that truly represent your brand.

👁️ Precise Preview: Check how your HTML and shortcodes render in real-time, ensuring perfect emails every time.

The Email HTML Input feature redefines your email outreach, offering unparalleled customization and engagement potential.

  • Rich Text Support: We've updated this feature to improve your experience. Primary notes, tasks, and notes/comments are now supported in rich text format for more versatile and visually engaging content.
  • Financial Questionnaire Authentication Email: We've improved email customization. The FQ Authentication code email will now come from your client’s business email or include your business name as the sender's name.
  • Financial Questionnaire Merging: Financial Questionnaire submissions are now merged when you merge leads and contacts, streamlining lead and contact management.
  • User Interface: We've updated the user interface for a more intuitive experience. The back button icon for the entire app has been improved.
  • Business Hours Default: Under calendar settings, business hours now default to ending at 5:00 PM instead of 6:00 PM when adding a new user.
  • Fixed an issue with the Financial Questionnaire Dashboard. You can now successfully filter by status DRAFT without any issues.
  • Resolved a bug related to Outlook Calendar Sync. Appointments created in LeadCenter now sync seamlessly with Outlook.
  • Fixed a bug where Microsoft birthday and vacation calendars weren't being deleted correctly from LeadCenter.

Contact Merge Simplifies Lead Management (October 19, 2023)

Merge Simplifies Lead Management

🚀 Introducing: Contact Merge Feature:

Effortlessly manage and declutter your contacts with our newest feature – Contact Merge! Tired of duplicates cluttering your dashboard? The Contact Merge feature simplifies your life by allowing you to merge multiple contact entries into one, creating a clean, organized contact list. Here’s what you can do:

🔗 Merge Duplicate Contacts: Say goodbye to duplicated contacts. The Contact Merge feature allows you to consolidate multiple contact entries into a single, neatly organized contact.

🔀 Seamless Data Management: When you merge contacts, all their information is seamlessly combined into one comprehensive contact profile. No more sifting through duplicates to find the right data.

📂 De-clutter Your Dashboard: An organized dashboard is a productive dashboard. Remove the chaos of duplicate contacts and keep your dashboard clean and efficient.

The Contact Merge feature is here to simplify your life. It’s just one of the many enhancements we’ve added in this release to make your LeadCenter.AI experience smoother and more efficient.

  • Financial Questionnaires List Screen: Access and manage your financial questionnaires effortlessly with this new addition to the left pane.
  • Search and Pagination: Enjoy more efficient navigation with the introduction of search and pagination options in Email Templates, SMS Templates, and Workflow Screens.
  • Client Status Filter: Enhance your lead and contact management with the new Client Status filter in Lead & Contact Dashboards.
  • Edit Client Status: Now, you can conveniently edit client statuses right from the Lead Details Overview card.
  • User Count: Keep track of your users more effectively with the newly added user count feature in the Manage User screen.
  • Responsive Design: Experience seamless usability with the responsive design of the Manage User screen.
  • Additional Filters: We've included filters in the Contact dashboard for your convenience.
  • Job Status: In the Lead Details Overview, you can now find "Semi-Retired" in the drop-down menu under Job Status.
  • Fixed table responsiveness issues for Contacts.
  • Resolved a bug that caused the “Came between” filter on Contacts & Leads pages to ignore other filters.
  • Fixed Leads Duplicate Contacts table responsiveness issues.
  • Resolved a bug where removing filters on Leads/Contacts resulted in tag removal.
  • Fixed pagination issues in the Lead detail page for email tags.
  • Addressed a bug where the back button on the merge page became non-functional post-merge.
  • Fixed a bug that prevented pushing a lead to Redtail CRM due to existing family info.
  • Eliminated the issue where the duplicate label still showed after a merge.
  • Fixed a bug where the default confirmation email was greyed out instead of being selected by default.
  • Now, confirmation emails sent by appointments are saved in the email logs in the lead details page.
  • After successful rescheduling, it now correctly redirects to the lead details.
  • Resolved a bug where, after appointment cancellation, the email confirmation was sent manually with old appointment info.
  • The reschedule email is now properly saved in the email logs.
  • Fixed a bug where creating an appointment from the calendar didn’t work for users without a Redtail connection or new users.

Stay tuned for more exciting features and enhancements as we continuously strive to improve your LeadCenter.AI experience. Your feedback is our driving force, and we look forward to bringing you more innovative solutions. 🌟

Tag Management System (October 2, 2023)

Contact Tag

We're thrilled to introduce some game-changing features:

  • Tag Management System: You now have advanced tag management capabilities within LeadCenter! Admin users can effortlessly create and manage tags directly from the setup screen. This powerful addition forms the bedrock for improved data organization and categorization.
  • Contact Dashboard Filters: But wait, there's more! To elevate your user experience, we've extended this feature to the contact dashboard. Users can efficiently view and edit tags for each contact right from the overview screen, making contact management a breeze.
  • SMS and Email Templates: We've updated the SMS and email templates drop-down menus to the new filter for an even better user experience.
  • Search by Multiple Tags: Enjoy enhanced search functionality, allowing you to search by multiple tags in the lead and contact dashboard.
  • Appointment Creator Information: We've added "Created by" information to appointments, helping you track the user responsible for creating appointments.
  • Appointment Creator Payment Tracking Report: Introducing the ability to generate an Appointment Creator Payment Tracking Report for deeper insights and tracking.

We've taken care of some pesky bugs to ensure a smoother experience:

  • Fixed an issue where the copy button was malfunctioning in the Financial Questionnaire.
  • Corrected a bug that prevented the previous button from working correctly in all steps of the Financial Questionnaire.
  • Addressed a navigation hiccup where tab switching after saving was unresponsive in the Financial Questionnaire.
  • Remedied the problem in Event Organizer that incorrectly assigned the same title to all added organizers.
  • Resolved a sorting issue with appointments not displaying the most recent first.
  • Fixed an urgent bug in Oak Harvest’s Appointment Reminders to ensure they are now sent out as scheduled.
  • Improved the tag management system by making the edit tag duplicate validation check case-sensitive.
  • Rectified a timezone selection error in Bookmytime.ai when the timezone wasn’t chosen automatically.
  • Addressed a bug affecting the order of appointments when sending emails and SMS, ensuring the correct appointment is now selected.
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