June 16, 2020 Release Notes

June 16, 2020 Release Notes

Enhancements & Fixes:

Enrollment ID: Added enrollment numbers in Appointment/Session Report list views, in client and student detail view sub panels, as well as in session report exports - this means users will be able to understand which session reports apply to specific enrollments

Session Reports > Submitted/Approved view: Updated the default date rage of the Session Reports lists to rolling 60 days instead of current calendar month; in the new month, there is no longer a need to set date range to view previous months' session reports

Status Filter on the Revenue Reconciliation Report: Added the ability to see inactive, on hold and closed account statuses in the report

Advanced Filters on Tutor Matching Dashboard & Job Board: enhanced the filtering experience; users now have the ability to filter by Match Type, Match Status, Priority, Subject, Level, Age and more

Session Report Approved - Template Enhancement: Improved fonts and spacing in session report approved email template

Lead Transfer functionality: Disabled the lead transfer functionality for Care Centre users; franchise users and Care Centre will no longer need to transfer leads to each other, which had resulted in locked, un-editable leads

Note:
- In order to see the session report changes,  users will need to reset their email template to corporate default, and re-edit the session report as needed

    • Related Articles

    • May 20, 2020 Release Notes

      Enhancements & Fixes: Added export capability to Session Reports: this feature is not available for tutors, franchisees and administrators. Performance Improvements: on the session reports pages, you will now experience faster load times. Session ...

    • March 3, 2020 Release Notes

      Priority Fixes User and franchise not getting Consultation Booked email: this is now fixed; users should be receiving the email. Bulk Session Report Approve and Email issue: when user selects 5 and more than 5 session reports to Approve and Email, ...

    • April 21, 2020 Release Notes

      Enhancements and Fixes: Mini Dashboard for YtD and MtD Growth: Ability to see Growth Year-to-Date and Month-to-Date data (Reports > Spots > Mini Dashboard). WYSIWYG Editor for Session Reports: rich text editor now included in Edit/Add Session Report ...

    • September 23rd, 2020 Release Notes

      Releases:  VAT: Added VAT amount separately before enrollment value on the cancel enrollment page. Pay Rate: Added Contact name in student dropdown of pay rates screen. This allows a user to see the contact name beside the student’s name in the case ...

    • May 25, 2021 - Release Notes

      1. UX improvements for client filter. Quick and easy access to the most relevant fields. Rearranged the fields listed below and moved them to the top of the filters pop up. All fields starting from the confirmation number will be pushed below the ...