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 fields listed.
• First Name
• Last Name
• Email
• Phone
• Postal Code
2. Improved Lead management by adding the functionality to mark leads as hidden and visible. Added filters for visible and hidden leads. You will see a new action icon called “hide lead” on your list of all leads. This function gives you the ability to no longer see an existing lead in the list of all leads once you hide it. The lead’s email and phone will be excluded from duplicate checks. Meaning if you hide a lead, you should be able to add a new lead using the same email address and phone number. Hiding clients is not allowed. Hidden leads can be viewed by adjusting filters on the lead page.
3. Added the ability to dismiss the system banner, Once dismissed the banner will not display upon subsequent logins. Providing the user with the option of dismissing the banner once it is read by clicking on the “x” icon on the right-hand side corner of the banner. Once you click on the “x” icon to dismiss the banner it will not be visible immediately and for subsequent logins.
4. Fixed sorting issue for date created and start date columns on the Tutor Directory page.
5. Added sorting by appointment date in the Tutor Invoice emails.
6. Tutor NPS with YFS. Enhanced and completed development on Tutors YFS and is live as of Wednesday, June 2nd, 2021.