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Oct 7, 2024 | Support Sidebar, FTE Settings, & CRM Lead Migrations
Oct 7, 2024 | Support Sidebar, FTE Settings, & CRM Lead Migrations

3 releases, 16 improvements, 4 fixes; mobile v537

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

Today we launched our support panel to surface better resources for our providers, even faster. Access our Help Center, live chat, and even your main point of contact's direct calendar. In addition, we added the ability to predict enrollment based on customized FTE definitions, to help you make better informed decisions about your capacity. Finally, we're making steady process on CRM, releasing the ability to graduate leads directly into the core Playground platform.

Support Panel

Releases

  • Support sidebar -- find all support resources in one place on the website, including your named onboarding or account manager

  • Added FTE settings and calculations on predictive enrollment

  • CRM: Able to migrate graduate leads from the CRM directly into Playground

Improvements

  • Improved scheduled classroom filters on mobile

  • Added feed only and no access guardian roles

  • Improved the flow for assigning payments to families after splitting them

  • Added date separators on the mobile feed

  • Added CACFP by class report

  • Improved file attachment names and file previews

  • Improved payroll transactional emails

  • Added overdue debits report to enterprise

  • Teachers now have a students tab on web

  • Now able to edit newsletter subject lines

  • CRM: Able to archive and unarchive leads

  • CRM: Now able to trigger automations based on lead being updated

  • CRM: Trigger automations from form submissions

  • CRM: Trigger automations from tour bookings

  • CRM: Trigger automations from lead stage transitions

  • CRM: Able to delete nodes on automations

Fixes

  • Should now show classroom name on the schedule change on student profiles

  • Fixed issue with printing out forms

  • Cleaned up emergency contact report to allow more guardians per page

  • Plaid integration now automatically categorizes transactions, same as credit card

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