Changelog
Changelog
New updates and improvements to Playground
New updates and improvements to Playground
Dec 16, 2024
CRM Texting & Kanban, School Closures, & Duplicating Menus
v543
4 Releases
17 Improvements
6 Fixes
This week we launched two massive updates on CRM, including two way texting with leads and a brand new way to organize leads by stage. In addition, we launched two additional features that have been highly requested; adding closure days for a program and significantly easier meals & menu duplication.
Releases
CRM Two Way Texting — Launched two way texting with leads out of beta!
CRM Kanban View — Quickly track your leads by stage on customizable cards
Closure Days — Quickly mark an entire day as closed for the program. Right in time for the holidays!
Duplicating Meals & Menus — Easily duplicate entire days or weeks of meals into the future
Improvements
The “On My Way” queue on web has received a refreshed look.
Quick actions for transitioning and clocking in/out have been added to the ratio dashboard.
Deleting or archiving objects in Playground now requires confirmation.
Adding deductions in the payroll flow now includes searchable dropdowns to make it even easier.
Staff can now be filtered by benefits received in payroll.
A new button allows you to send reminders for staff to sign up for payroll.
Bulk updates to staff payment methods are now easier in the run payroll flow.
Food items can now be deleted in bulk.
Drop-in bookings can be filtered by status.
Student first day can now be added to custom reports.
The welcome email sent to families can now be customized.
You can toggle to see your password on the sign-in screen.
Enrollment changes now support more adjustable columns.
A toggle has been added to download report data when exporting.
Schedule printing has been improved.
CRM automation nodes now have more descriptive information.
The first version of limited lead filtering in CRM has been launched.
Fixes
Fixed issue where FTEs per day was saving to 0 if no value was entered
Fixed issue on web kiosk that had sticky fields between signing
Fixed graphical glitch where web kiosk was always showing sign in
Web kiosk no longer shows inactive siblings
Staff are now navigated to payroll screen when following a sign up for payroll link
Blocked from creating duplicate fields on CRM
Dec 16, 2024
CRM Texting & Kanban, School Closures, & Duplicating Menus
v543
4 Releases
17 Improvements
6 Fixes
This week we launched two massive updates on CRM, including two way texting with leads and a brand new way to organize leads by stage. In addition, we launched two additional features that have been highly requested; adding closure days for a program and significantly easier meals & menu duplication.
Releases
CRM Two Way Texting — Launched two way texting with leads out of beta!
CRM Kanban View — Quickly track your leads by stage on customizable cards
Closure Days — Quickly mark an entire day as closed for the program. Right in time for the holidays!
Duplicating Meals & Menus — Easily duplicate entire days or weeks of meals into the future
Improvements
The “On My Way” queue on web has received a refreshed look.
Quick actions for transitioning and clocking in/out have been added to the ratio dashboard.
Deleting or archiving objects in Playground now requires confirmation.
Adding deductions in the payroll flow now includes searchable dropdowns to make it even easier.
Staff can now be filtered by benefits received in payroll.
A new button allows you to send reminders for staff to sign up for payroll.
Bulk updates to staff payment methods are now easier in the run payroll flow.
Food items can now be deleted in bulk.
Drop-in bookings can be filtered by status.
Student first day can now be added to custom reports.
The welcome email sent to families can now be customized.
You can toggle to see your password on the sign-in screen.
Enrollment changes now support more adjustable columns.
A toggle has been added to download report data when exporting.
Schedule printing has been improved.
CRM automation nodes now have more descriptive information.
The first version of limited lead filtering in CRM has been launched.
Fixes
Fixed issue where FTEs per day was saving to 0 if no value was entered
Fixed issue on web kiosk that had sticky fields between signing
Fixed graphical glitch where web kiosk was always showing sign in
Web kiosk no longer shows inactive siblings
Staff are now navigated to payroll screen when following a sign up for payroll link
Blocked from creating duplicate fields on CRM
Dec 9, 2024
Import Billing Items & Manually Adding Leads
v543
2 Releases
13 Improvements
5 Fixes
This week we added the ability to import billing items and GL codes in bulk using a CSV file. We also cleaned up the new lead modal when manually adding a lead to CRM. Read on to learn about the other 18 improvements and fixes that were added to make your life even easier.
Releases
Import billing items in bulk — upload a CSV with your rates and GL codes on the billing overview page
Add lead flow — Add in leads manually to Playground CRM
Improvements
Classroom ratio report now indicates if no students or no staff are assigned
Able to duplicate lesson plans
Easier to manage your Playground subscription on the settings page
Better validation when adding new employee addresses
Added more info to rows on the search modal such as classroom, age, and guardian relationship
Able to filter staff schedules by schedule classroom
Added print and download buttons on the connected programs and staff tables
Able to archive lesson activities
Able to delete lesson activities
Subsidy integration in Indiana now autoselects students who are registered for each ID
CRM: Email builder now has much prettier template variables
CRM: Email builder now allows you to place variables inline
CRM: Able to delete lead properties
Fixes
Drop-in care more accurately shows available space
Fixed emails for drop-in updates
Able to create $0 charges for record keeping
Fixed menu highlighting when on a subpage
CRM: Only able to remove someone from an automation if the automation has not been completed
Dec 9, 2024
Import Billing Items & Manually Adding Leads
v543
2 Releases
13 Improvements
5 Fixes
This week we added the ability to import billing items and GL codes in bulk using a CSV file. We also cleaned up the new lead modal when manually adding a lead to CRM. Read on to learn about the other 18 improvements and fixes that were added to make your life even easier.
Releases
Import billing items in bulk — upload a CSV with your rates and GL codes on the billing overview page
Add lead flow — Add in leads manually to Playground CRM
Improvements
Classroom ratio report now indicates if no students or no staff are assigned
Able to duplicate lesson plans
Easier to manage your Playground subscription on the settings page
Better validation when adding new employee addresses
Added more info to rows on the search modal such as classroom, age, and guardian relationship
Able to filter staff schedules by schedule classroom
Added print and download buttons on the connected programs and staff tables
Able to archive lesson activities
Able to delete lesson activities
Subsidy integration in Indiana now autoselects students who are registered for each ID
CRM: Email builder now has much prettier template variables
CRM: Email builder now allows you to place variables inline
CRM: Able to delete lead properties
Fixes
Drop-in care more accurately shows available space
Fixed emails for drop-in updates
Able to create $0 charges for record keeping
Fixed menu highlighting when on a subpage
CRM: Only able to remove someone from an automation if the automation has not been completed
Dec 2, 2024
Automate State Subsidy & Pre-Filled Custom Fields
v543
2 Releases
11 Improvements
2 Fixes
This week kicked off a big push for even better subsidy support, and we're kicking things off with a new feature to make it even faster to record how much was received per child. Simply upload the PDF the agency gives you directly into Playground and the system handles the rest! We also added the ability to make custom fields pre-fill fillable PDFs.
Releases
[Beta] Automatically upload received amounts from subsidy agencies — send us the states you want us to add
Custom fields now pre-fill on fillable PDFs
Improvements
Attendance reporting is now faster
Enterprise dashboards now allow adjustable columns and printing
Improved infant CACFP errors
Added a total row to blank attendance to show expected attendance
Paycom reporting now rounds to nearest 15 minute window
AI access can now be assigned based on roles
Student and staff schedules roles are now split into two
Deferred revenue now shows on revenue summary reporting
Able to add held amounts to custom reporting
Added additional student fields to aging report
Added field “Age as of date” to attendance reports
Fixes
No longer able to create an enrollment listing until billing setup complete
Fixed issue with saving when deleting a field on a form
Dec 2, 2024
Automate State Subsidy & Pre-Filled Custom Fields
v543
2 Releases
11 Improvements
2 Fixes
This week kicked off a big push for even better subsidy support, and we're kicking things off with a new feature to make it even faster to record how much was received per child. Simply upload the PDF the agency gives you directly into Playground and the system handles the rest! We also added the ability to make custom fields pre-fill fillable PDFs.
Releases
[Beta] Automatically upload received amounts from subsidy agencies — send us the states you want us to add
Custom fields now pre-fill on fillable PDFs
Improvements
Attendance reporting is now faster
Enterprise dashboards now allow adjustable columns and printing
Improved infant CACFP errors
Added a total row to blank attendance to show expected attendance
Paycom reporting now rounds to nearest 15 minute window
AI access can now be assigned based on roles
Student and staff schedules roles are now split into two
Deferred revenue now shows on revenue summary reporting
Able to add held amounts to custom reporting
Added additional student fields to aging report
Added field “Age as of date” to attendance reports
Fixes
No longer able to create an enrollment listing until billing setup complete
Fixed issue with saving when deleting a field on a form
Nov 25, 2024
Playground Redesign, Student Changes, & Multi-Time Schedule Templates
v543
3 Releases
13 Improvements
6 Fixes
This week we rolled out a refreshed new look for the dashboard as we continue our system-wide polish! In addition, we've significantly boosted the functionality on the Changes
section of the student profile to show all updates or changes made to the student's profile. The other major release this week is the ability to create schedule templates with multiple time slots, which is particularly helpful for programs with before/after school offerings.
Releases
Playground, Redesigned — Playground now has a clean, new look!
Student Changes — All student updates now show in the changes & actions page
Multi-Time schedule templates — schedule templates now support multiple time slots, great for before/after school enrollment
Improvements
Schedules redesign — Schedules are now easier to use and navigate and show totals vs capacity
Drop-in bookings now show student and guardian full names in email follow up for easier tracking
Families can remove drop-in days on the booking screen
Admins can now remove drop-in days on the approval screen
Enterprise dashboard now includes license numbers and pagination
Able to add tags for staff notes to group and categorize
CRM: Plain text email templates — now you can save plain text templates in addition to rich text marketing emails
CRM: Able to cancel booked meetings
CRM: Able to set max number of attendees per meeting
CRM: Able to import leads from other CRMs
CRM: Much smarter automations layout
CRM: Added warnings for custom fields that are mapped incorrectly to CCMS fields
CRM: Lead details now shows automations history
Fixes
Re-added the bi-monthly billing settings
Fixed sorting when adding new custom fields
Fixed printing out schedules
Fixed birthday report skipping some students
Schedule resource view now properly combines events to show ratios and respects timezones
CRM: Fixed issue with deleted forms on booking pages
Nov 25, 2024
Playground Redesign, Student Changes, & Multi-Time Schedule Templates
v543
3 Releases
13 Improvements
6 Fixes
This week we rolled out a refreshed new look for the dashboard as we continue our system-wide polish! In addition, we've significantly boosted the functionality on the Changes
section of the student profile to show all updates or changes made to the student's profile. The other major release this week is the ability to create schedule templates with multiple time slots, which is particularly helpful for programs with before/after school offerings.
Releases
Playground, Redesigned — Playground now has a clean, new look!
Student Changes — All student updates now show in the changes & actions page
Multi-Time schedule templates — schedule templates now support multiple time slots, great for before/after school enrollment
Improvements
Schedules redesign — Schedules are now easier to use and navigate and show totals vs capacity
Drop-in bookings now show student and guardian full names in email follow up for easier tracking
Families can remove drop-in days on the booking screen
Admins can now remove drop-in days on the approval screen
Enterprise dashboard now includes license numbers and pagination
Able to add tags for staff notes to group and categorize
CRM: Plain text email templates — now you can save plain text templates in addition to rich text marketing emails
CRM: Able to cancel booked meetings
CRM: Able to set max number of attendees per meeting
CRM: Able to import leads from other CRMs
CRM: Much smarter automations layout
CRM: Added warnings for custom fields that are mapped incorrectly to CCMS fields
CRM: Lead details now shows automations history
Fixes
Re-added the bi-monthly billing settings
Fixed sorting when adding new custom fields
Fixed printing out schedules
Fixed birthday report skipping some students
Schedule resource view now properly combines events to show ratios and respects timezones
CRM: Fixed issue with deleted forms on booking pages
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© 2024 Carline Inc. All rights reserved.
© 2024 Carline Inc. All rights reserved.
© 2024 Carline Inc. All rights reserved.