Saved Views, Tour Booking Calendar, & Scheduled Email Campaigns

Marketing & CRM

• CRM emails can now be scheduled in advance, making it easier to plan follow-ups, campaigns, and outreach ahead of time.

• CRM saved lead views can now be private, program-shared, or shared more broadly, giving teams better control over visibility.

• CRM event bookings now include a calendar view, providing a visual way to review upcoming tours and meetings.

• CRM email and SMS templates now include full previews and expanded details, making it easier to review messaging before sending.

• CRM leads now open in an improved Kanban experience by default, with clearer stage sections, collapsible columns, and richer lead details.

• CRM reporting dashboards can now include descriptions and be duplicated, making reporting setups easier to document and reuse.

• CRM conversations now include a searchable SMS template picker with personalized previews, helping teams send consistent messages faster.

• CRM automations now support more granular call trigger filters.

• New CRM leads are now checked against existing email addresses and phone numbers to help reduce duplicate records.

• Email signup templates now support a first-name merge field for more personalized messaging.

• Fixed CRM email send banners showing incorrect spacing and counts when multiple banners were displayed.

Payroll & HR

• Payroll now warns teams about funding strike issues before they create downstream payment problems.

Enrollment & Paperwork

• Fillable PDFs can now use guardian custom fields, making paperwork more personalized and complete.

• Paperwork reminder emails can now include signup links, giving guardians a direct path to complete requested forms.

• Paperwork email attachments now use more reliable secure links, improving access for recipients.

• Non-PDF files are now blocked earlier when creating fillable PDFs, providing clearer feedback before upload.

• Fixed an issue where custom reports were not pulling form responses.

• Fixed duplicated dropdown fields in fillable PDFs so copied fields retain their options correctly.

• Fixed PDF viewer errors that could occur when switching or closing PDFs while they were loading.

Attendance & Ratios

• Door access settings now allow programs to control how long Cielo365 doors remain unlocked.

• Geofence settings now warn users when the radius is too small for reliable door access.

• Fixed student deactivation and reactivation flows so status changes are handled correctly and classroom context is preserved.

Food Program (CACFP)

• Meal recording now includes classroom filtering and attendance status, making it easier to select the correct students.