September 23rd, 2020 Release Notes

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 of students with similar names but with different contacts.

Receive Session Report: Added “Receive Session Report” checkbox and an additional checkbox on the clients and leads export files. Also, other fields have been added such as: Don't Send YFS Survey, Don't Send Home Office emails, Don't Send local emails, Receive Matching Emails, Receive Billing Emails, Tutoring Occur, Billing Address.

Sales Report: Added new status (New/Renewal) column in the sales report and export. When New/Renewal is selected in the sales report, the report and exports will have a new column labelled "Enrollment Status", with the corresponding status reflected of the enrollments in each row.

Dormant Customers Report:  Filter is added at the top of the report labelled "Days Dormant", and an open text field beside it allowing numeric values. You can see beyond 365 days to follow up with older accounts (closed enrollments, follow up with past clients, etc).

Performance Improvements in the Address Module: Improved the back-end structure that stores addresses.

Sales Report: When clicking on Franchise Reports, the Sales Report is the default report.

Tutor Consultation Report Email Template: Added new field “Parent Expectations” in Tutor Consultation Report email.

Global Team Call BANG Releases Explained




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