Table of Contents
Changelog
Clearer Refunds & Improved Caller ID Capabilities
Clearer Refunds & Improved Caller ID Capabilities
Published
Mobile Version
602
In This Update
2 Releases
5 Improvements
2 Fixes
Mobile Version
602
2 Releases
5 Improvements
2 Fixes
Marketing & CRM
Caller ID customization has been introduced to improve call recognition and increase answer rates during outreach to leads.
Relative date filters have been added to CRM saved views and automations, making day-to-day list management faster. This allows for filtering for things like last 7 days or previous month.
CRM email history now includes status filters and columns, helping teams quickly identify delivery outcomes and follow-up needs.
CRM lead notes can now be removed from history, giving teams more control over lead records.
New CRM automation triggers have been added for enrollment application sent/received events, as well as recurring schedules (daily, weekly, monthly) targeting leads based on filters.
Billing & Finances
The refund flow has been redesigned into a full-page guided experience, making payment corrections clearer and easier to complete.
Payroll & HR
Role management now supports sending and copying invites, reducing admin overhead during onboarding.
Platform, Integrations & Admin
Fixed a broken print action in staff workflows.
Fixed an issue where PDF previews could appear blank in email attachment workflows.
Marketing & CRM
Caller ID customization has been introduced to improve call recognition and increase answer rates during outreach to leads.
Relative date filters have been added to CRM saved views and automations, making day-to-day list management faster. This allows for filtering for things like last 7 days or previous month.
CRM email history now includes status filters and columns, helping teams quickly identify delivery outcomes and follow-up needs.
CRM lead notes can now be removed from history, giving teams more control over lead records.
New CRM automation triggers have been added for enrollment application sent/received events, as well as recurring schedules (daily, weekly, monthly) targeting leads based on filters.
Billing & Finances
The refund flow has been redesigned into a full-page guided experience, making payment corrections clearer and easier to complete.
Payroll & HR
Role management now supports sending and copying invites, reducing admin overhead during onboarding.
Platform, Integrations & Admin
Fixed a broken print action in staff workflows.
Fixed an issue where PDF previews could appear blank in email attachment workflows.
Previous releases
Enterprise Lesson Plans, Book Meetings Through API, Communication History
Enterprise Custom Reports & Bulk SMS Sending For Leads
Call Support for API, Coming Due Paperwork Report, & Bulk Photo Downloads
Enterprise Custom Reports & Bulk SMS Sending For Leads
Multiple Overage Fees & Ability to Disable Enterprise Accounts
Enterprise Custom Reports & Bulk SMS Sending For Leads
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