When a staff person is allowed to send emails from the staff portal, there's a new option to have the email replies be sent to the staff person's email, instead of the organization email. This setting is found either in Staff Portal>Settings>Edit All Staff Portal Settings or in each person's Staff Record>Portal Settings tab. See Setting
If you haven't started using the staff portal, use the Staff Portal Guided Set Up to get it up and running.
( Excludes Care Edition )Filtering classes by Tuesday and Thursday is now easier! Simply use Tu to search for Tuesday classes and Th for Thursday classes. Blog with more information
The Fee Summary Report now has a Summary option which summarizes fees for each Category 1 and Transaction Type. See Summary Setting, See Summary View
Paid Fees now has Fee Date From/Through as a search criteria! This will helps schools using accrual accounting, to make adjustements for:
- Payments received after the cut-off date for a revenue period, eg., month end or year end See Settings Example
- Prepayments received See Settings Example
Class Skills/Levels Report has a new progress report option! This report includes:
- An overall skills status bar
- Status bar for how many skills have been started, tested and attained
- A legend for started, tested and attained
- Each skill and sub-skills' status
- Your logo
- See New Progress Report
To see the progress report in your database, go to the Class Skills/Level Report and in the Display Settings Section, select I would like a skills progress report. See Skills Progress Report Setting
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