Changelog

Dec 9, 2024

Import Billing Items & Manually Adding Leads

Import Billing Items & Manually Adding Leads

v543

2 Releases

13 Improvements

5 Fixes

Manually add leads
Manually add leads

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

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

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