Guided Add-On Installments, Autopay Change Reasons, & Enterprise Lesson Milestones

Marketing & CRM

• The API now includes lead history events, such as lead creation, form submissions, and text messages, so CRM integrations can measure family follow-up more accurately.

• CRM automations can now trigger when an application changes status, so schools can build follow-up flows for waitlisted, accepted, rejected, or dropped applications.

• CRM teams can now customize their own closed-lost reasons, so lead reporting matches each organization’s admissions process.

• CRM views and automations now support more flexible filters, including “is not one of” for choice fields and “is between” for date ranges.

• Camber Voice agents now pull knowledge base content more reliably, warn admins when a webpage has too little readable text, and better handle callers who ask for a person when no transfer destination is set up.

• CRM lead and student search now looks within the current CRM first, so searches on large datasets no longer time out.

• The CRM dialer now tells users when their browser blocks or can’t access the microphone instead of failing silently.

• Replying in the CRM Inbox now replies to the family instead of a bounce notice.

Billing & Finances

• Adding installments to a billing plan now uses a guided flow where admins choose a new end date or a number of additional installments, with a clear explanation of the one-year end-date limit.

• Autopay history now shows why autopay changed, such as a family action, a payment-method change, or an admin update, so admins can see what happened without extra digging.

Payroll & HR

• Admins can now assign staff while creating an additional pay schedule and review missing pay schedules from the payroll dashboard, and employees see a W-2/1099 reminder during year-end season.

• When deactivating or terminating staff, admins can now remove their future schedules and time off in the same workflow.

Enrollment & Paperwork

• Linking a potential duplicate family now combines the full households involved, including when more than one lead is already enrolled.

Reporting & Insights

• Scheduled custom reports can now use relative date ranges and optionally attach the CSV to report emails, so recurring exports always cover the right period.

Family Communication

• Staff can now reschedule scheduled posts after they’ve been created. Mobile support is coming next release.

• Newsletters now show their subject line in the family email log.

Learning & Assessment

• Enterprise lesson activities can now include milestones, connecting shared lesson content to the developmental skills and learning goals used across schools.