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