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Nov 4, 2024 | Unread Chat Sync, Note Categories, & Table Toolbar
Nov 4, 2024 | Unread Chat Sync, Note Categories, & Table Toolbar

3 releases, 12 improvements, 5 fixes; mobile v542

Sasha Reiss avatar
Written by Sasha Reiss
Updated over 2 weeks ago

This week, note categories were launched! This enables notes left on student profiles to be categorized with structured tags. We also released a major improvement for chat, adding notifications & chat indicators on web along with better unread message syncing on mobile. Finally, we improved our tables by making it easier to take action and improving clarity.

Note categories on student profile

Releases

  • Note Categories — categorize notes on student profiles

  • Unread Chats — reading chats now syncs between mobile and web and shows an indicator on web if there are unread messages

  • Improved Table Toolbar — filters are much more clear and action items show above the table instead of replacing the column headers

Improvements

  • Added notifications on web for chat

  • Chat now loads much more quickly on Safari web

  • Set a maximum of 21 absences created at any one time

  • Downloading payouts from the overview now downloads more info

  • Managing overtime now shows as different hourly rates, making it easier to edit

  • Improved recording meal times on mobile

  • Added optional file requests option for staff paperwork

  • Improved the process for adding paperwork to enrollment

  • CRM: Launched CRM → CCMS automation and archival process

  • CRM: Added a2p verification to enable automated messages

  • CRM: Program names now show on tour booking confirmation meetings

  • CRM: Automation Editor interface looks 10x cleaner and easier to use

Fixes

  • Fixed mobile nav menu on mobile web

  • Fixed comma formatting for lists on web

  • Fixed issue when updating employee and contractor check information

  • Able to view check in responses even if no signature

  • Changes feed now shows more changes on student and guardian profiles

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