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May 20, 2024 | Marketing Updates & Custom Reporting on Guardians
May 20, 2024 | Marketing Updates & Custom Reporting on Guardians

2 releases, 13 improvements, 7 fixes; Mobile v515

Sasha Reiss avatar
Written by Sasha Reiss
Updated over 6 months ago

Two big releases this week in addition to 20 more improvements & fixes. Families with inactive students can now be sent emails and text notifications from the feed if they are located in inactive programs - this is great for marketing and communicating to families that aren't actively enrolled yet.

And, custom reports can now include guardian information - a large request that's now live!

Releases

  • Inactive students can now be sent emails and text notifications — this is a large update! You can now market to inactive families on Playground

  • Custom reports can now report on custom guardians generally

Improvements

  • Revenue summary reports now group incidental billing

  • Able to mark form fields on custom posts as required or optional

  • Able to edit pay date when editing payrolls for off-cycle payrolls

  • Able to see the date payment method was added on payment method reports

  • Able to bulk upload staff across enterprises

  • Able to see student programs on paperwork overview dashboard

  • Able to see signatures on web for custom posts (such as injury reports)

  • Able to reapply credits to debits one by one

  • Added a banner to alert users if there are debits that have been paid before other debits that are due earlier

  • Added an advanced feature to granularly remap credits to debits

  • Able to mark guardians as primary on roster upload

  • Improved payroll email communication

  • Improved mobile feed performance and stability

Fixes

  • Subsidy deposit filters now save

  • Enterprises can no longer remove schools that have processed payments

  • Added center name to more enterprise reports

  • Fixed birthday report not calculating on all birthday formats

  • Fixed bug on name to face tracking

  • Fixed sorting on connected fields for enterprises

  • Deleted plans on enrollment will no longer show up as an option for switching plans

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