Export CRM Data & Improved FTE Settings

Marketing & CRM

• CRM funnel insights can now be exported as a CSV, including key funnel metrics and time-range context for deeper analysis.

• Fixed an issue where lead dashboard sorting did not work correctly for custom date fields.

Billing & Finances

• Subsidy rates now support editing accounting codes on existing rates, ensuring financial exports reflect the correct codes.

Payroll & HR

• Staff invites and payroll reminders can now be sent in bulk from the staff table, reducing repetitive outreach.

• Payroll now sends a confirmation email when EIN verification is required, helping ensure compliance steps aren’t missed.

Enrollment & Paperwork

• Enterprise users can now access fillable PDF templates at the enterprise level instead of managing them program by program.

• The enrollment chart now loads correctly and updates when switching time ranges.

Attendance & Ratios

• Mobile absence recording no longer requires a reason, matching the web experience for faster entry.

• Schedule settings now use clearer FTE wording and a days-per-week input to make setup easier to understand.

Learning & Assessment

• Lesson plan approval emails are no longer sent when a teacher only saves a draft.

Platform, Integrations & Admin

• Password changes now trigger a confirmation email for added account security.