Calendar Email Notifications and Appointment Smart List Improvements

Calendar Email Notifications and Appointment Smart List Improvements

January 23, 20251 min read

Email notifications and Appointment calendars help you easily track, plan for, and manage your meetings. However, to achieve more efficiency, we’re glad to introduce a few improvements that will take them to the next level. Meetings promote strong connections, so let’s check out what to expect!

⭐️How Did Calendar Email Notifications Change?

For the Email Notifications end you’ll see the following changes:

  1. Sender Information: In calendar notifications, you can specify the From name and email, giving you control over how recipients view the emails.

    sender information
  2. Customizable Subject: When selecting an email template, modify the email subject directly inside the calendar.

    Customizable Subject
  3. Support for Custom Values: Add custom values for the From Name, Email, and Subject fields. Use the custom value selector to easily choose and insert preferred values for personalized notifications.

Support for Custom Values

⭐️How Did Appointment Smart Lists Change?

The Appointment Smart Lists has changed a bit, these are the main differences you'll encounter:

  1. Improved Filter Design: Updated the Sort By filter layout for better clarity and a smoother user experience.

    Improved Filter Design
  2. New Filters: You can now filter appointments by Contacts to view only those related to selected individuals or use the Source filter to categorize appointments based on their origin.

    New Filters
  3. Enhanced Error Handling for Filters: If a contact, user, or calendar linked to a filter is deleted or reassigned a prominent error notification is displayed and problematic filters are marked with explanations in the filter drawer.

    Enhanced Error Handling for Filters
  4. User Timezone Support: Filters such as Upcoming Appointments and time-based filters (e.g., "Today," "Yesterday") now respect the user's timezone for accurate tracking.

    User Timezone

And that's it, enjoy the enhancements to your appointment management and email notifications. Use these improvements to boost your productivity and customer retention.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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