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.