This week we released 25 new releases, improvements, and fixes! We launched automation templates on CRM to make it easy to build out new automations based on a growing library of smart defaults. We also added the ability to leave notes directly on a guardian profile, just like staff and student notes. We also introduced chat translations, enabling users to communicate in their preferred language.

Releases

• Automation Templates — quickly create automations for your CRM using pre-built templates

• Guardian Notes — save notes on guardians same as staff and students

• Chat Translations — translate messages in chat using Google Translate

• [Beta] Guided in app tours — get started with features faster using guided walkthroughs. Chat with us if you’d like to try them out

Improvements

• Sped up the entire website. First page load and many pages throughout the web should feel much snappier

• Added deposit numbers to subsidy deposits

• Able to sort enrollment listings by program enrollments

• Modals and dropdowns were made smoother throughout the entire website

• Added a year end checklist for payroll

• Able to sort groups and plans in enrollment

• Added additional confirmations for splitting families

• Added support for assigning debits & credits after a family has been split

• Creating new items when creating charges is much smoother

• Staff can now view schedules directly from the website

• Can now bulk upload employees to payroll through import

• Can now bulk upload employee benefits

• Added reporting for expired and incomplete staff paperwork

• CRM: Now supports more lead import formats

• CRM: Able to filter down leads by archived status

• CRM: Empty fields are now hidden on the kanban cards

Fixes

• Shared services are no longer able to use the mobile app

• On my way queue on web now includes the notes added by parents

• When recording multiple eating posts, pressing the submit button repeatedly no longer creates duplicates

• Fixed payouts report

• No longer able to delete branches on CRM automations if they have connected nodes