This week we launched two massive updates on CRM, including two way texting with leads and a brand new way to organize leads by stage. In addition, we launched two additional features that have been highly requested; adding closure days for a program and significantly easier meals & menu duplication.
Releases
CRM Two Way Texting — Launched two way texting with leads out of beta!
CRM Kanban View — Quickly track your leads by stage on customizable cards
Closure Days — Quickly mark an entire day as closed for the program. Right in time for the holidays!
Duplicating Meals & Menus — Easily duplicate entire days or weeks of meals into the future
Improvements
The “On My Way” queue on web has received a refreshed look.
Quick actions for transitioning and clocking in/out have been added to the ratio dashboard.
Deleting or archiving objects in Playground now requires confirmation.
Adding deductions in the payroll flow now includes searchable dropdowns to make it even easier.
Staff can now be filtered by benefits received in payroll.
A new button allows you to send reminders for staff to sign up for payroll.
Bulk updates to staff payment methods are now easier in the run payroll flow.
Food items can now be deleted in bulk.
Drop-in bookings can be filtered by status.
Student first day can now be added to custom reports.
The welcome email sent to families can now be customized.
You can toggle to see your password on the sign-in screen.
Enrollment changes now support more adjustable columns.
A toggle has been added to download report data when exporting.
Schedule printing has been improved.
CRM automation nodes now have more descriptive information.
The first version of limited lead filtering in CRM has been launched.
Fixes
Fixed issue where FTEs per day was saving to 0 if no value was entered
Fixed issue on web kiosk that had sticky fields between signing
Fixed graphical glitch where web kiosk was always showing sign in
Web kiosk no longer shows inactive siblings
Staff are now navigated to payroll screen when following a sign up for payroll link
Blocked from creating duplicate fields on CRM