October & November 2022 - Release Notes

October & November 2022 - Release Notes

1. Linked Tutor Profiles on the Local Tutor Search Page - You will be able to click on the tutor's name under the Local Tutor Search Page that will take you directly to the tutor's profile.
2. Added the “Request for Refund” as an Option Under the Call Type Dropdown.
3. Added the Subject Category on the Local Tutor Search Page. 
4. Ability to See the Lead Status Notes on the List of Leads Page. 
5. Ability to Update the Lead Status to Cold Lead After 2 Follow-Ups. 
6. Ability to Add Notes for Schools in BANG.
7. Ability to Access the Note Icon From the Account Summary Page.
8. Created a New Email Template to Be Triggered When the Lead Status Is Changed to Not-Sold and Not Sold Thinking It Over.
9. Added the Session Type Column to the Session Reports List View. 
10. Ability to Send the Consultation Report When a Student Is Matched With a Tutor Through Quick Match. 
11. Ability to Filter Session Reports by Zones.
12. Ability to Assign a Campaign to a Lead or Client as an EC.
13. Ability to Add a Reference to a Deposit (Payment) When Creating an Enrollment.
14. Ability to Mass Update Student Statuses on the Student List Page. 
15. Level Upgrade Feature for Enrollments - You will now be able to move a student to the next level without having to close the enrollment. This will allow the tutoring to continue with minimal user input. This is available under the Hours Summary section when editing existing enrollments. You will see the level upgrade icon next to each line item that has any remaining hours. If there are remaining hours in the enrollment you can simply upgrade to the next level for that subject. It will then close the old line item and create a new one with the remaining hours. The same rate/frequency/data will be used.
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