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Dec 16, 2024 | CRM Texting & Kanban, School Closures, & Duplicating Menus
Dec 16, 2024 | CRM Texting & Kanban, School Closures, & Duplicating Menus

4 releases, 17 improvements, 6 fixes; mobile v543

Sasha Reiss avatar
Written by Sasha Reiss
Updated this week

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.

Lead texting

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

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