In-Product Changelog & Posts on Web

Marketing & CRM

• Convert to lead actions for phone calls and SMS now work from the notifications panel, matching the behavior in the conversations tab.

• When scheduling meetings, multiple calendars can now be selected so events are created on all chosen calendars.

Billing & Finances

• Subsidy rates and vouchers tables now include additional filtering and search options, making it easier to find and analyze specific records.

• A bulk charge option has been added across transactions and invoices, making it easier to apply charges at scale.

• On the Statements > Family Statements page, a filter for active and inactive student status has been added to simplify statement review.

• Accounting code support has been added to enrollment programs to improve financial reporting accuracy.

Payroll & HR

• The payroll approval flow now shows whether a staff member is salaried or hourly on the timesheets step, helping reviewers quickly identify when closer review is needed.

Enrollment & Paperwork

• Admins can now send paperwork reminders directly from individual student profiles, in addition to the main Paperwork tab, speeding up follow-ups.

• Fillable PDFs can now be replaced at the enterprise level for teams using centralized paperwork, reducing the need to update forms program by program.

• Enrollment listings reports downloaded at the enterprise level now include student applications for each listing, providing more complete context in a single export.

Food Program (CACFP)

• CACFP reports now include a filter to show either all meals or only the top three meals by CACFP priority, making reviews and audits faster.

Family Communication

• All post types can now be created directly from the web feed, giving teams more flexibility in where content is created.

• Feed templates can now be searched by title or content, making it easier to find and reuse the right template.

• Fixed an issue where post links were not clickable.

• Fixed an issue where attachments in styled email templates were omitted from sent emails.

Platform, Integrations & Admin

• Changelog highlights have been added on web, making it easier to stay up to date with weekly releases.