You can now add branching to your CRM automations to handle all of your complex workflows. Use this new addition on automations to personalize your content funnel & convert prospective families at higher rates. You can also create custom posts that are only available to specific roles now.
Releases
CRM: Automation branching. You can now add branching based on conditions for automations
Added role restrictions to post types — create posts that are admin only, teacher only, or more
Improvements
Greatly improved the flows for the billing overview page
Easier to use Playground date pickers
Can now select age when building custom reports
Able to edit scheduled posts
Schedules are not a lot faster to load and edit
Improved settings interface — should be much cleaner to adjust settings
Improved student settings interface
Much quicker to mark immunizations, and added immunization settings
Added custom post approval emails
Able to view previously submitted data for state subsidy
Testing new servers to speed up every interaction on the website and app
CRM: Embedding CRM tour booking now looks much nicer
CRM: Editing nodes on automations is a lot cleaner now
CRM: Nodes on automations are much tidier and show more information
CRM: Saving leads now offers more feedback to users
CRM: Add lead graduation and archive trigger for automations
Fixes
Enterprise users can now only create chats with one school at a time
Fixed process of mapping payroll employees
Fixed adding recurring schedule end date to existing schedule
Able to delete schedule templates if the plan it’s associated with is also deleted
Hide table tools when printing reports
Fix crash on ratios screen under specific circumstances