Release Notes: August 28, 2019
Viewing/Editing a Lead No Longer Automatically Transitions Users to the Center Level
Previously, people using the CRM at the corporate level, regional level, etc. who opened a lead tied to a specific center would find themselves working in the CRM at the center level. This is no longer the case; users will remain at their current level (fig. 1).
Leads are associated with centers; the center code for the lead you are viewing appears at the top of the Manage Lead screen in orange.
Mouse over the orange text to see the full center name.
Click the orange text to move to the center level if desired.
To learn more about working with leads: http://educate.childcarecrm.com/en/articles/681997-editing-a-lead
Ability to Use Multiple Lead Tabs
Primarily affects the “Manage Lead” screen and related screens (children screens, text/email lead screens, lead tasks and events, the “Edit Lead” screen, etc.)
Previously, users were advised to not use ChildCareCRM™ on multiple browser tabs because it could create potential data problems.
- This remains true for tabs and work in the CRM which has nothing to do with Leads. Please do not work in multiple tabs when doing work not tied to individual Leads.
- However, in response to user requests, you CAN now open multiple tabs to work with leads (the same lead, multiple individual leads or a combination thereof) (fig. 2).
The following guide details the above:
You Can Use Multiple CRM Browser Tabs
- Mange/Edit Lead screens
- Mange/Edit Child screens
- Any sub-tab on the Manage Lead screen (e.g. Activities, Communications, etc.)
- View/Edit Tasks tied to a specific lead
- Sending text/email screens
- Everything else on the Manage Lead screen
- Using the functionality on the Home tab
- Using the Archive tab to navigate to a particular lead/child
You Should Only Have One ChildCareCRM Tab Open
- Any work using the Marketing tab
- Any work using the Reports tab
- Any work using the Settings tab
If you have multiple tabs open for the same lead and you make a change, that change will show up on the other tabs that apply to that lead if you hit the “Refresh” button or navigate to a new screen.
Previously, corporate users who opened a lead tied to a specific center would end up working in the CRM at the center level. This is no longer the case.
To learn more about working with leads: http://educate.childcarecrm.com/en/collections/163993-managing-leads-children
Longer Location Name Headers
Based on valued user feedback, the CRM now allocates more space for location names. Now, fewer names are cut off in the CRM page header and those that are cut off will display more letters. For example, see the red-underlined selection (fig. 3).
“Tasks Past Due” Report Corrections
Reports > Leads > Task Past Due (fig. 4)
The “Tasks Past Due” report was sometimes producing invalid results, for example showing negative days past due. This report now functions properly (fig. 5).
To learn more about reports: http://educate.childcarecrm.com/en/articles/496235-how-to-run-a-report
System Privileges to Add/Edit Users Restored
Settings > Staff Settings > Staff Information
Please note that the ability to add or edit users is generally restricted; you may not see some or any of the highlighted tabs below depending on your access level.
A previous code update in the CRM had the unintended consequence of making Corporate and Regional users unable to add or edit other users in the Staff Settings. User feedback informed us of this fact, which has now been corrected (fig. 6).
To learn more about managing Staff Information under Staff Settings: http://educate.childcarecrm.com/en/articles/550245-staff-information
Australian “Additional Contacts” Form Now Accepts Australian Post Codes
Manage Lead > Additional Contacts > + Add Contact (fig. 7)
Previously, the form to add additional contacts to a lead would require a five-digit US-style post code. It now accepts four-digit Australian post codes (fig. 8).
To learn more about managing lead records: http://educate.childcarecrm.com/en/articles/507968-manage-lead-record-tabs
“Corporate Only” / “Organization Only” Checkbox Restored to “Add Email Templates” Form
Marketing > Templates > Email Templates > + Add Template
As you may know, an email template made at the Corporate level can be made available to Center level users or can be reserved for Corporate level use only. This is controlled by the “Corporate Only” checkbox (fig. 9, red circle). This checkbox had been removed; user feedback told us we needed to restore it, and it has now been restored.
To learn more about email templates:
Users Can Export Reports Directly from the Run Log
Reports > My Reports > Run Log
Under the Action column on the Run Log page (fig. 10, red arrow), the export report icon has been added. Users can now export their reports without having to first open them, saving time on some of the larger reports.
To learn more about the Run Log: http://educate.childcarecrm.com/en/articles/839361-logs