New

Pending Lead Emails

● If Pending Lead Notification emails are enabled, the recipient of those notifications    will be able to:

     1) See Pending Lead information (Name, Email, Child Info., etc.).
     2) Accept a Lead at that location.
     3) Reject a Lead from that location.  

*All of this can be done without even logging in!  Our Pending Lead Notifications           emails are also on a brand-new template.  Enjoy the new look and feel.

Task Emails

● Tasks have a new email functionality.  Now when a task is created, an email can be   sent to the owner of the task.
 
From that email, you can:

1) Complete this task.  
       a. By clicking ‘Complete Task’, you will be taken to a special page where you can              fill in your completed task information.
2) Cancel a task.  
       a. You can cancel a task from your email by clicking ‘Cancel Task’.

3) Edit a task.  
       a. You can edit a task for future use.  All of these actions can be done without                    even logging in!

My Reports Tab

● The Logs tab has been renamed!  This tab is now called My Reports.
● Saved Criteria: This subtab will show you all the report filters you have saved.  
      1) See which reports you have saved filters on,
      2) See what you named that specific report,
      3) Run that report, and view which filters you have set.
● Currently Scheduled Reports: See which reports you have scheduled to send out.
● Queued Run Log: Here is a list of all the Scheduled and Queued reports you have run.

Business Rules for New Locations

● If a business rule is disabled for every location, new locations will have that business rule disabled as well.  If a business rule is enabled for at least one location, new locations will have that business rule enabled.

Trend Tracking by Day

● The Trend Tracking Report can now be run by day.  You can now get even more specific with your trend data.

Map View for Select Reports

● The Current Opportunities Report and the Child Status Tracking Report can now be run in ‘Map View’.  By changing the report type under ‘View Options’ to Map, you can now see a map of where your leads and children are located, as well as color coded pins to show what status they are in.

0 Day on Staff Sessions Reports

● The Staff Sessions Report summary view will now show which staff members have not logged into ChildCareCRM at all by showing 0 days logged.

Improved

Withdrawn to New Lead

● The functionality to change a child from Withdrawn to New Lead has been restored.

Sorting by Status

● You no longer have to click a letter to find the lead you are looking for under a specific status.  Just type in the name and it will filter for you.

Schedule Information Status

● You no longer have to click a letter to find the lead you are looking for under a specific status.  Just type in the name and it will filter for you.

Schedule Information Saving

● Now when filling out the schedule information while editing a child; Full Days, Half Days, and Estimated FTE’s will now automatically calculate.

Cancelling Tasks on the Home Screen

● When in tasks from the home screen, the top right cancel button now just closes that window.

Editing a Rejected Lead no Longer Requires an L.O. Reason

● When a lead is rejected, it is no longer required to provide a Lost Opportunity Reason

Special Employers Character Limit

● The character limit for Special Employer names has been increased to 50 characters.

Scheduled Tasks Report Shows Business Rule Stop Triggers

● Now you can see which tasks have been cancelled due to a business rule stop trigger on the Scheduled Tasks Report.

Fixed

Fixed Save Button

● The save button when editing or adding a child was not working after certain pop-up warnings.  Functionality has been restored in all cases of saving.

Staff Privileges

● Saving Staff Privilege Templates no longer breaks the system.
● The delay in going from adding a staff member to setting their privileges has been decreased.

Expected Class in Managed Groups

● When creating a Managed Group with an Expected Class selected, you are now able to view and communicate with that group.

UK Phone Formatting

● Phone formatting has been fixed for our UK users.

Australian Date Formats

● Date formatting has been fixed for our Australian users.

Merging Errors

● An error that has been occurring when merging children has been fixed.

Age Group Rates

● Saving Age Group Rates in Simple Mode has now been fixed.


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