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CRM (2)
Taxes & Discounts on Invoices
1
·
in progress
2
Constituent Profiles
1
·
in progress
2
AI Analyst
1
·
in progress
2
In Notes Tab move Tick Fields (internal note or notify family) up
Move "Mark this as an internal note" or "Notify Applicant & Family via email" right on top (above Cc:) to choose recipients first.
5
·
in progress
8
Custom Events
Create events beyond Tours & Open Days.
2
·
in progress
7
Analytics 2.0
Fix discrepancies between Rosters and Analytics Enhance Conversion Funnel Enhance Enrollment Analytics Saved Filters Build New Analytics
2
·
in progress
6
Email Campaign Workflows
We're updating the UI & UX for our existing Email Campaign Workflows for our CRM customer schools. This new version will also include the ability to exclude certain groups, as well as branching in email drips.
1
·
in progress
2
New Form UX/UI
Updated user interface. Customise colours, fonts, images, navigation, and more!
1
·
in progress
5
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