November 23 2021 - Release Notes

November 23 2021 - Release Notes

1. Added a New Notification Preference: Consultation Report Completed Notifications. This is an automatic email that gets triggered once a consultation report is completed. 
2. Added a New Name Title: Mx. (Gender Neutral) For All Team Members & Tutors.
3. Added the Flexibility to Include a Material Cost at Any Point of Time in an Existing Enrolment. This will be useful if you need to add any additional costs to the enrollment after the enrollment is creating. All you have to do is edit the enrollment > hours summary > and hit on "Add Material Cost". 
4. Added an Automatic Territory Pre-populate Based on Zip Code in the Client and Lead Information.
5. Added a Partial Refund Payment Feature for Registration Fee and Material Cost. 

    • Related Articles

    • November 26, 2019 Release Note

      When refunding an over paid enrollment the registration fee checkbox was automatically selected This was fixed during the November 26, 2019 release. The registration fee checkbox is no longer automatically checked when refunding an over paid ...
    • November 19, 2019 Release Note

      1. Subject column and consultation year data was corrected in all the pages of consultations for some migrated consults from Big Apple 2. "Assign to" field now pre-populates on Edit cast page & Matching dashboard When first casting a job on the Job ...
    • 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 ...
    • 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, ...
    • 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 ...