Calendar Refresh, Follow-ups, Adjustable Lead Fields, & Audiences

This week the calendar got a fresh coat of paint & a boost of extra functionality! Additionally, we launched automated event booking reminders & follow ups to free up your time. We also released the ability to create audiences in the CRM based on customizable filters.

Releases

• Calendar refresh — More granular schedule settings, cleaner interface, faster, and add colors to events!

• CRM: Event booking followups — automate text / email follow ups before or after tour bookings and other events

• CRM: Adjustable lead fields — select which fields are shown by default and which are hidden on lead profile to find information quicker

• CRM: Audiences — create saved views with different filters for your leads

Improvements

• Support for additional exports from other software

• Added author to name to face report

• Add more meal info to food program reports

• Added report to show program enrollment

• Deactivated staff can now see their old paystubs and paperwork

• Added GL codes to drop-in care

• Student attendance now has download buttons and date filters

• Emails now send out much faster after pressing send

• Staff can now filter hours based on selected dates on mobile app

• Editing posts now allows adjusting attachments and can be done inline

• Select all staff as a calendar recipient

• CRM: Form creation now has placeholders for all inputs

• CRM: Delete students/guardians individually

• CRM: Lead created date now visible on kanban

• CRM: Add assigned sites for lead forms

Fixes

• Staff hours will now show a loading spinner before data is pulled instead of empty

• Fixed sorting on immunization reports

• Able to preview unpublished listings

• “Add another” now says “student” or “guardian” as appropriate

• Fixed issue uploading large amounts of data at once to state website