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Aug 19, 2024 | CRM Beta & Payroll Reporting
Aug 19, 2024 | CRM Beta & Payroll Reporting

2 releases, 10 improvements, 4 fixes; mobile v527

Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Playground will soon be helping you increase the number of families that show up for scheduled tours with our brand new CRM and lead tracking module! Put marketing efforts on autopilot and never worry about low enrollment again. This week we released an initial beta for folks to get early access. If you're interested in learning more about pricing & getting access, please reach out to [email protected].

Releases

  • CRM Beta! Book tours, manage leads, make calls, send texts & emails, and track all information about your leads in one place. Please reach out to [email protected] learn more

  • Payroll reporting

Improvements

  • Improved error messages when working with the state subsidy integration

  • Added amounts and GL codes to dropdown when creating new invoices

  • Added an enterprise notes report

  • Headers are now included when printing forms

  • Added notifications + settings for payouts

  • Able to search enterprise schools by license number

  • Added monthly subsidy report

  • Transactions report now includes much more data on the payments and students

  • Improved support and messaging for failed refunds

  • Can now see who is in each role on a dropdown in the settings page

Fixes

  • You can now click on icons on inputs to select the field

  • Not able to create discounts larger than application fee on enrollment

  • Fixed “other” value not showing when viewing forms

  • Guardian updates no longer show blank updates

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