Demo of the New Features

Dataviews

With the brand-new dataviews you make your own customized overviews!

A dataview is a ‘report’ in which you call up specific data about events, resources or contacts and organize them in a table. For example, you can make a list of all events in a certain period with their name, date, location, start time, etc. Dataviews are also flexible because you determine:

You can also export dataviews as Excel files.

You can read all about it in the dataviews manual.

Changing Date or Location of Events

From now on you can quickly change the date or location of events without having to drag the event in the calendar. You simply adjust the date and/or location in the popover or the event inspector. This is very handy when moving an event far into the future.

In the calendar you can also use the “Move” action from the context menu to quickly adjust the date or location in the popover.

Please note that the “Cut” action was removed from the context menu; you can achieve the same effect by copying and pasting an event first and then deleting the original. But take into account that a copy of an event will not contain certain data, such as integration data that is uniquely linked to one event (e.g. ticket integrations) or the data that was entered on the event group (if the copy is not pasted in that same group).

Protection of Date Decorations

From now on date decorations can only be edited in the calendar by administrators. If you don’t want this protection, you can change it under system preferences so that all users can edit date decorations.

Externally Accessible Files

By default, attachments and other files in Yesplan can only be accessed by people who have a Yesplan username and password. From now on files can also be made accessible externally. In that case, everyone who has a link to the file can open the file without signing into Yesplan first.

A central overview of all externally accessible files was added for administrators, with the possibility to turn off that external accessibility per file if desired.

Diverse Improvements

General

Administration

API and Integrations