CRM Reporting & Analytics, Custom Profile Categories, & Custom Immunization Schedules

Marketing & CRM

• Introduced CRM reporting and analytics, including dashboards for a single view of insights, funnel reporting to track conversion through lead stages over time, and pivot views to analyze lead data with customizable tables and charts.

• Files (images and PDFs) can now be attached to CRM styled email templates, matching the attachment support available in plain text emails.

• Prevented duplicate lead stage names in CRM to keep pipelines clean and consistent.

• Fixed an issue where the CRM Calls/SMS side panel could get stuck loading when reselecting an already open conversation.

Billing & Finances

• Accounting codes can now be added for default Accounts Receivable, Payment Clearing, and Cash accounts, improving financial tracking.

• The business TIN is now shown in the header of all statements for clearer identification.

Payroll & HR

• Added support for miscellaneous garnishments as a new post-tax deduction type across shared payroll types.

• Introduced email reminders for upcoming payroll debits when payrolls are approved early.

Enrollment & Paperwork

• Admins can now edit the default CDC immunization schedules, including due dates, dose requirements, and optional settings, giving programs more control over compliance rules.

• Student templates are now available across all student forms, automatically updating student profiles when used to reduce duplicate data entry.

• A “Nickname” field has been added to the student template and can be toggled in the form builder to collect preferred names without creating custom fields.

• A “Review” column is now shown by default on student paperwork views to make approval status clearer.

• Multiple paperwork items can now be selected from the student share screen for faster sharing.

• The paperwork approval flow now matches the rejection flow, allowing optional comments and email notifications for consistent communication.

Family Communication

• The Custom Post Template editor has been redesigned to be more intuitive and consistent with the rest of the web experience.

Reporting & Insights

• Custom reports now support comprehensive sorting by student age and birthday, making analysis and exports easier.

• The Daily Attendance and Meal Count report is now available at the enterprise level, supporting cross-program review.

Platform, Integrations & Admin

• Custom profile categories can now be created for students, guardians, and staff, making it easier to organize custom fields.

• The staff directory on mobile has been refreshed with improved navigation and a cleaner design.