October 2025 Releases
Custom Survey Data Collection Updates
- Custom Surveys have been updated, in form and function in a few ways:
- Birthdate and Physical Address collection
- New toggle to enable fields collected to update existing contact profile data
- New dropdown menus for each field, to make each field Required, Collected, or Not Collected on the survey
- Basic Info, Date Range, and Confirmation settings are now broken out into three tabs
- Dropdown and Short Answer responses are now able to be added as a Custom Field to the respondent's contact profile. Read more about Custom Fields here.
Here's a view of the updated look:
Read more about Custom Surveys, and these updates here.
Cetera Meeting Disclosure
We've added a meeting disclosure text display to meeting booking pages for Cetera users, as well as a new spot to add a Cetera disclosure. To add or update a Cetera disclosure, users can go to their Levitate Settings, open the Profile tab, and access their disclosure.
Select User for Meeting Booking through Contact Profile
Now, when booking a meeting directly through the Contact Profile calendar button, an Admin is able to choose which Levitate user to book the meeting with. When you click the calendar button under the user's name on their contact profile, this is what the new menu will look like:
