Documentation Changelog

This changelog tracks significant updates and changes to the AndMoney documentation.

August 2025

Added

  • Additional documentation about historic meetings for CRM analytics
  • Enhanced Insights documentation with detailed analytics information

Updated

  • Insights details page with comprehensive meeting analytics documentation

July 2025

Added

  • Expanded portal setup documentation with field configuration details
  • Portal creation and configuration guide with screenshots
  • Portal testing documentation

Updated

  • Portal documentation with enhanced setup instructions and error handling
  • Data retention and deletion overview improvements
  • Meeting title and description formatting improvements

June 2025

Updated

  • Improved navigation and accessibility across all documentation
  • Enhanced cross-references between related topics

May 2025

Added

  • Release notes for version 1.16
  • Practical guide to Present feature
  • Troubleshooting guide for Present
  • Technical flow documentation for Insights
  • iCal documentation for calendar integration

Updated

  • App offer installation guide to include Teams Access policy
  • SCIM provisioning setup documentation
  • Graph proxy documentation improvements
  • Present documentation with new ordering and enhanced content
  • Salesforce release notes with latest packages
  • Present reporting documentation with additional details

April 2025

Added

  • Data retention and deletion overview section
  • Documentation for setting up AndMoney Salesforce integration

Updated

  • Documentation structure improvements for better readability

March 2025

Added

  • Enhanced landing page with detailed product descriptions
  • New documentation organization section
  • Improved getting started guide with step-by-step instructions
  • Added support section with troubleshooting resources
  • Created documentation changelog
  • New architecture diagrams and callout configurations
  • Validation tool details documentation

Updated

  • Restructured product descriptions with feature-specific bullet points
  • Improved navigation and readability of main documentation

Historical Changes

Previous documentation updates are being compiled and will be added retrospectively.