PTO Policies, Better Task Management, & AI Marketing Reporting

Marketing & CRM

• CRM task management now supports a new board view with filtering and faster navigation between related work, making day-to-day follow-up and prioritization easier.

• Camber now has the ability to build and refine CRM insights using natural language. When creating new CRM insights, simply tell Camber what kind of report you'd like to build and watch it get built for you in seconds.

• Email templates can now be searched while composing messages, helping staff quickly find the right template.

• Fixed an issue where outdated automation history could block email template deletion.

Payroll & HR

• Paid time off (PTO) policies are now available to all programs using payroll, allowing admins to track balances, accruals, renewals, and carryover in one place. Create your own PTO policy today with these instructions.

Reporting & Insights

• Reporting clarity has been improved with clearer overtime-calculation context and stronger accounting detail in financial views.

Platform, Integrations & Admin

• Integration setup now validates credential formatting earlier and provides clearer guidance when setup information is incomplete.

• QR code functionality can now be disabled for organizations that do not use it.