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Enhancements
CRM
Records - Notes
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Mobile Functionality
Streamlined CRM Mobile view in order to only show items that function on a Mobile device.
Use Case: Previously, when Users had multiple tabs open, Notes added to a Record could sometimes save to a different Record open in another tab. Now, when a User adds Notes they will save to the corresponding Parent Record where they were added even if multiple tabs are open.
Reservations
Golf Hits Integration
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all CRM menu items were available to view on Mobile when not all options functioned on Mobile. Now, the CRM Mobile view has been made more efficient by only showing options that are able to be used from a Mobile device, enhancing the layout and User experience. See example of new Mobile view below.
Please Note: Campaigns, Create New Query, Create New Report, Edit View Settings, Admin Dashboard, and Impersonate User are all still available on the desktop version of the CRM.
Enhanced ability for Users to call or email from the phone or email field on Mobile view.
Use Case: Previously, all Score Postings were sent to Golf Hits including non-postable scores. Now, any rounds marked as not-postable will not be included in the nightly file sent to Golf Hits.
Daily Notes - Mobile View
As a Member, I would like to view the Daily Notes that display above Dining Reservations & Court Reservations Sheet when viewing on Mobile view or Mobile App.
Use Case: Previously, Daily Notes (i.e. Court Closures, Weather Delays, Special Event Announcements, etc.) were only able to be viewed on the Mobile Site and the Mobile App for Tee Times. Now, added functionality allows Daily Notes to be viewed for Dining Reservations and Court Reservations on the Mobile Site and the Mobile App as well.
Please Note: Contact your Clubessential representative to enable this feature for Mobile. In addition, Daily Notes on Mobile View are not ideal for longer messages and cannot contain images (text only). Please keep in mind the limited space for Daily Notes when viewing on a Mobile Device.
Mobile App
Beacons - iOS Apps
Updated Gimbal software version for iOS apps in accordance with their most recent release in order to enhance Beacon reliability.
Use Case: Previously, Beacons were functioning on Gimbal SDK version 2.32. Now, updated Beacon software for iOS Users will increase functionality and accuracy of Beacons, with Gimbal SDK version 2.80.2. The upgrade for Android apps will follow shortly.
Bug Fixes
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phone numbers and email addresses were simply listed in the CRM Mobile view. Now, phone numbers and email addresses are linked to correspond with the Users default email app, allowing the User to call or email directly from the CRM Mobile view. See example below from an Android device.
Bug Fixes
Fixed an issue with Clubessential logo not showing on error pages.
Reconfigured Website Weather plugin API to stay up to date with WeatherUnderground service being updated to The Weather Company.
Fixed an issue with Website Event Billing where the Member was not redirected back to the event once Registration and Payment are successful. Members will now be redirected as expected.
Fixed an issue with Tee Times Countdown Timer auto-refresh for iOS browsers.
Fixed an issue with Dining - My Reservations tab displaying correctly on Mobile view and Mobile App.
Fixed issues with Mobile App crashing and/or not allowing access to certain pages on the Mobile App being used on Android 9 Devices (i.e. - Pixel).
Please Note: Users must update their app for the changes to take effect.Fixed an issue with the iOS Mobile App where Users were forced to log out and log back into the App to be able to receive Push Notifications.
Fixed an issue with Android Mobile App where Users were forced to log out and log back into the App to be able to receive Push Notifications.
Downloadable Guide