Enterprise Chat & Locking Staff Hour Records

Marketing & CRM

• CRM lead activity for enrollment applications now links directly to the student’s application, reducing extra navigation.

• Tour confirmation emails now provide the correct connected sender options, making it easier to send from the appropriate address.

• CRM email and SMS templates that are currently in use are now protected from deletion, with clearer guidance when a template is referenced by meetings or automations.

• Personalized fields in CRM plain-text emails can now be deleted correctly using Backspace or Delete.

Billing & Finances

• Split-family autopay settings now show and manage payment methods separately for each guardian group.

Payroll & HR

• Locking time cards is now available in General Teacher Settings, allowing programs without payroll to lock historical staff attendance edits.

• Manually added staff with multi-word names now save with the correct first and last name.

Enrollment & Paperwork

• Enterprise paperwork can now be shared directly from paperwork tables, including bulk sharing to all active programs or selected programs.

• Enterprise paperwork now supports program-specific submission notification recipients while still allowing enterprise-wide defaults.

• Enterprise paperwork lists now include visibility filters so teams can focus on visible forms and documents by default.

• Paperwork reminders no longer fail when older paperwork items are missing program assignments.

• The document review flow no longer briefly displays “no file specified” after creating a fillable PDF.

• Drag-and-drop uploads now work in document upload windows, including support for multiple files where applicable.

Food Program (CACFP)

• California programs now have a CCTR enrollment and attendance report that exports the information required for subsidized enrollment and attendance reporting.

• My Food Program exports now provide clearer explanations when meal or attendance submissions are rejected.

• My Food Program now highlights potential student mapping mismatches so staff can review and resolve outdated mappings intentionally.

Family Communication

• Enterprise admins now have a unified chat inbox on web, allowing them to view and respond to conversations across all programs from one place, with filters for program and unread messages.

• Post recipient counts now include staff recipients for more accurate audience reporting.

Platform, Integrations & Admin

• Enterprise connected program filters for search, status, and tags now persist when leaving and returning to the page.