Marketing & CRM

• CRM meeting defaults have been updated to align with best practices, helping teams schedule and manage meetings more consistently.

• Phone numbers are now required by default on CRM forms, making it easier to collect contact details and connect with new leads.

• CRM age filtering now supports a value of “0,” allowing filtering for students less than one month old.

Billing & Finances

• Generated statements now display the name of the guardian who generated the statement, adding clarity when statements are shared or reviewed.

• Credit transactions can now include an “Initiated by” column, making it easier to see who created a transaction.

Payroll & HR

• The payroll dashboard has been refreshed with a simpler, more navigable design that’s consistent with the rest of the platform.

• The Payroll tab on staff profiles has been refreshed to match the updated design used elsewhere.

Enrollment & Paperwork

• Admins can now edit transitions from the Student Profile > Activity > Transition Log page, making it easier to correct or adjust transition details.

• Roster uploads now automatically create custom fields (e.g., Doctor’s Name), reducing manual setup after import.

Attendance & Ratios

• In the On My Way queue, guardian photos and relationships are now shown, with a simplified ETA display to make pickup status easier to understand at a glance.

Food Program (CACFP)

• Menu amounts can now be entered without requiring a corresponding unit, supporting more flexible meal entry.

Family Communication

• Feed post drafts are now automatically saved on web and mobile, so work isn’t lost if you leave the page or app before publishing.

• After uploading an attachment when creating a post, you can now click to preview it and confirm it’s correct before posting.

• Attachments in the media gallery can now be downloaded directly to your computer.

• Prevented rare cases where pending post indicators appeared when no posts were actually pending.

• Active chat hours are no longer shown in Settings unless they’ve been configured.