Marketing & CRM

• The API now supports CRM form submissions and call activity, including optional recordings, transcripts, AI summaries, and site filtering, making it easier to connect CRM data to outside systems.

• CRM tasks now include an Unassigned filter, and tasks are automatically unassigned when their owner leaves so follow-up work is easier to find.

• CRM Calls and SMS tables now support sorting across all columns, with a searchable phone number filter for easier navigation.

• CRM lead action modals now have searchable site pickers, and resend signup no longer snaps back to the lead’s default site.

• CRM email and SMS templates can now use the assigned site owner’s name and email as merge tags, helping enterprise teams personalize messages.

• CRM automations can now set a lead date field to the day the automation step runs, making date tracking easier without manually choosing a date.

• Embedded CRM forms and tour bookings now offer better conversion tracking, including host page analytics and Meta Pixel support.

• Enterprise admins with CRM settings access can now manage caller ID settings.

• CRM availability setup now keeps a user’s own Microsoft calendars selectable even when their sign-in address differs from their mailbox address.

• CRM pivot reports now open the leads matching the displayed counts, instead of showing empty or mismatched drilldowns.

• White-label CRM booking and embed links now use the customer’s own domain instead of the default Playground domain.

• Enterprise role editors now keep CRM permissions visible when switching between a site and the enterprise dashboard.

Billing & Finances

• Scheduling overage fees now flow through Fee Approvals as named fee types, with accounting codes available for cleaner reporting and accounting exports.

• Late payment fees can now be filtered by classroom and program, making it easier to find fees tied to specific groups of students.

• CCA student matching now shows classroom and account number details, making it easier to select the right student when names are similar.

• Food Program claims now let admins delete duplicate meal rows directly from the claims tab, with a detailed confirmation.

• Mobile Food Program meal recording now warns before recording a duplicate meal and ignores accidental double taps while saving.

Enrollment & Paperwork

• New Coming Due Paperwork reports help staff find student and staff paperwork expiring in the next 30 days, making it easier to follow up before documents expire.

• Admins can now move a student to another family directly from the student profile, with a guided review of which records move and what stays with the original family.

• Paperwork with multiple submissions turned off now updates the existing submission instead of creating duplicate copies when saved multiple times.

Scheduling & Attendance

• When changing a student’s classroom, admins can now update matching recurring schedules at the same time, avoiding a separate schedule cleanup step.

Reporting & Insights

• Enterprise report users with assigned center tags can once again filter reports by center tag, with multi-tag filters returning the expected centers.

Family Communication

• On mobile, guardians can now select and download multiple photos from the media gallery at once.

Payroll

• Staff settings now warn before changing a start date tied to anniversary-based PTO, helping admins avoid accidental balance changes.

• Admins can now clear end dates from deductions, garnishments, and benefits without deleting and recreating the record.