Enterprise Schedule Templates, CRM API Improvement, & Easier to Update Subsidy Rates

Marketing & CRM

• CRM API can now retrieve bookings, saved views, and filtered lead lists with pagination.

• CRM availability calendars now display the connected email address alongside the calendar name, making similarly named calendars easier to identify.

• CRM views now support OR logic across filters for more flexible segmentation and saved views.

• CRM calls answered by AI can now be filtered in conversations and used as automation triggers, making it easier to build workflows around AI-handled interactions.

• Bulk CRM lead imports now warn about duplicate email or phone matches and merge matching rows more safely, reducing duplicate lead creation.

• CRM lead unenrollment now handles already-completed automations gracefully instead of showing an error.

• CRM student views now load correctly when OR filters are combined with search terms.

• CRM lead profiles and reports no longer display removed dropdown options as confusing internal values.

• Single-site CRM accounts no longer show multi-site-only properties that cannot be configured or used.

• CRM phone numbers can no longer be configured to forward calls to themselves, preventing call-forwarding loops.

Billing & Finances

• Subsidy rates can now be ended through a guided workflow, helping teams safely close rates and manage related voucher and payment updates.

Payroll & HR

• The payroll hours review now includes search, helping reviewers find staff entries more quickly during payroll approval.

• Staff Hours PDF reports can now exclude earnings when needed, providing more control over exported documentation.

• Staff Hours PDF reports now include PTO type, making time-off entries easier to understand.

• Staff Absence reports now include separate first-name and last-name columns for easier sorting and analysis.

Attendance & Scheduling

• Enterprise schedule templates can now be created and assigned to programs, making it easier to standardize recurring schedules across multiple locations.

Enrollment & Paperwork

• The paperwork file request experience has been refreshed, making file requests easier to create and manage.

• Paperwork forms now better prevent accidental back navigation while documents are being completed.

• Copying paperwork to another organization now validates the destination before allowing the action, preventing invalid submissions.

Platform, Integrations & Admin

• Archived programs no longer appear in the enterprise program dropdown.