Welcome to August!
We are proud to announce our recent partnership with LPL Financial. It is a major milestone in further driving our mission of enabling access to financial advice.
This month, we have rolled out two updates: French Translation Improvements and the ability for staff organizers to be set as co-organizers in Microsoft Teams.
In this release:
Client View and Contact Center
French Translation Improvements
The French translations have been refined in specific areas of the Coconut platform to enhance clarity and accuracy. A detailed overview of these updates are below.
Integrations
Microsoft Teams: Staff Organizers are now set as co-organizers
Microsoft is currently rolling out an update to Microsoft Teams that changes the storage location of meeting recordings.
“Teams meeting recordings will be saved to meeting organizers OneDrive for Business: This change will ensure that Teams meeting recordings are saved to meeting organizers OneDrive for Business (OdB) instead of recording initiator's OdB. This would lead to improved compliance for recordings as meeting organizer can then manage access permissions and recording file management.”
To ensure continued access to recordings from Microsoft Teams video meetings scheduled through Coconut, we’ve updated how appointments are configured. The main staff member on an appointment is now assigned the Co-organizer role in Teams, guaranteeing access to meeting recordings.
This update was automatically applied to all customers using the Microsoft Teams Integration.