Release Notes 2019-01-20

NEW FEATURES

1. New Dashboard Features
   • There are new client setting so every school can customize their dashboard. 
     • New client setting tab "Records Per Page Settings" allows you to set default page results number for many commonly used tables.
     • New client setting tab "Dashboard" allows you to customize your dashboard by enabling/disabling many new shortcuts and widgets.  
   • All Dashboard sections can now be collapsed by default if desired and can be put in different orders. 
   • There are now extra shortcuts you can add to your dashboard, and all shortcuts are optional.
   • New Donation widgets
     • "Year over Year (To Date) Donations" Widget - Compares two fundraising campaigns to the current date each year.
     • "Month by Month Donations" Widget - Displays month by month breakdown of gifts paid and pledges for each month of the current campaign.
     • "Recent Donations" Widget - Displays the latest donations for the selected campaign, fund, or appeal.
   • New Admission & Inquiry widgets
     • Can now compare Leads Charts on the dashboard.
     • "Leads Enrollment Funnel" Widget - Displays and enrollment funnel for your leads.
     • "Leads Terminal Statuses" Widget - Displays a pie chart with each slice representing a lead status and the percentage of leads that have that status as their latest or terminal status.
     • "Your Leads Tasks Due Today" Widget - Displays all lead tasks due for the logged-in user.
     • "Your Oldest Overdue Leads Tasks" Widget - Displays all overdue lead tasks for the logged-in user.
     • "Enrollment Projections (for next year)" Widget - Displays enrollment projections based on the current year.
     • "Most Recent New Leads" Widget - Displays most recent leads.
     • "Stalled Leads" Widget - Displays all active leads that have not had an update to their lead record in a certain number of days (set by you).
     • "Waitlisted Leads" Widget - Displays all leads for the upcoming school year that are currently listed as Waitlisted.
     • "On Hold Leads" Widget - Displays all leads for the upcoming school year that are currently listed as On Hold.
   • New Enrollment Widgets
     • "Outstanding Forms" Widget - Displays tallies of outstanding forms such as enrollment forms sent out during the current school year and outstanding contract forms.
     • "Enrollment Counts for Current Academic Year" Widget - Displays each of the programs (e.g., grade levels) and the number of students enrolled in each program for the current Academic Year.
   • Extended Care Widget - Coming Soon!
     • Extended Care Daily Waitlist Widget - Displays all extended care participants in the waitlist for the current day
   • And more widgets coming soon!
2. Added a new message to alert users when they are trying to add an assessment period type that has already been used in a term.
3. We have added a new Client Setting titled "Show Relatives (e.g., Guardians) on Leads Table?" that will allow you to show guardians right on the leads table now. Go to System > Settings > Client Settings > Leads (Inquires & Applications) for this new setting.

Here is a tutorial breaking down the new dashboard.

FIXES

1. The “Withdraw Date” on transcripts using new report engine were representing the first withdraw date in a student’s admission logs even if that student had more than one closed admission log. This has been changed to make sure the last withdraw date, or closed admission log, in a student’s record is shown instead.
2. Released a fix to make sure that the “Information Box,” used in custom forms, is being properly displayed with correct formatting when viewing or printing a PDF. This was affecting multi-page forms including applications, contracts and enrollment/people MPF’s.
3. The “Email Guardians” communication option from the Submitted Applications table was not including all guardians if the application had been claimed. This has been remedied and this option will always include both guardians even if the application has been claimed.
4. Due dates for contracts were not automatically showing in the portal when contracts were released, this has been fixed.
5. The “Change Application Form” tool (used from the Edit Lead screen) was not saving the application being selected, this has been remedied.