Geofenced Door Access, Web Observations, & Smarter CRM

Marketing & CRM

• CRM meetings now have filters, additional columns, and CSV downloads, making it easier to manage and analyze bookings.

• CRM reporting now remembers the last dashboard selected when returning to the page, making it easier to pick up where you last left off.

• Custom program fields can now be used in CRM email merge tags for more personalized outreach.

• CRM filters now support “is empty” and “is not empty” conditions for more precise segmentation.

• When adding a CRM lead, guardian and student custom fields are now surfaced in the correct sections with key fields visible by default.

• Fixed duplicate lead activity that could occur when one email matched multiple records.

• Fixed “does not contain” filters so they work correctly on lead fields.

• Fixed call/SMS lead conversion so the sidebar updates immediately without unexpected redirects.

• Fixed an incorrect unsaved-changes warning in the styled email editor.

Enrollment & Paperwork

• Staff-only fields in fillable PDFs now remain visually distinct in both preview and submission views, making internal-only data clearer.

Attendance & Ratios

• Door access now supports geofencing, allowing programs to require users to be physically near an approved location before unlocking doors, with additional admin controls over how it’s applied.

Family Communication

• Observation posts can now be created and edited from the web feed, including linking them to lesson plan activities.

Learning & Assessment

• Observation posts can now be connected to lesson plan activities directly from the web feed, tying documentation more closely to classroom planning.

Platform, Integrations & Admin

• Calendar editing permissions can now be controlled by role, giving admins more flexibility over who can manage events.

• Enterprise views now show integration status for connected programs, including export support.

• Tables now support shift-click to select multiple rows, making bulk actions faster.