We will be doing some needed improvements to our Help Center in the coming days and weeks. Please be aware that there will be changes to the organization of topics, so if you are used to finding a particular article in one area and it is no longer there, it may have moved. Don't hesitate to reach out to email@example.com if you continue to have trouble finding the article you are looking for.
Custom Form Fields are now available all in one table. Go to Miscellaneous > Other > All Custom Form Fields. It lets you search and filter all custom form fields.
The ParentSquare integration can now export group files based on Cohort, in addition to Program or Course. The settings controlling ParentSquare integrations are in Client Settings. Check back soon for an article explaining how to configure your settings the way you want them. Don't hesitate to reach out to firstname.lastname@example.org in the meantime if you need help with this configuration.
The logic used to create Families was updated to be more forgiving of inconsistencies in address input (ie "Street" vs "St" vs "St."). This means that the system is less likely to create two separate families when it should have only created one.
BigSIS Version 2 (V2) Specific Updates/New Features
There are so many new updates and features that we had a webinar about them all. Check out this article for access to the webinar, including timestamps to jump to specific features and articles related to them. Here is a quick list of updates:
Running Payments Manually
Payment Plan Manipulation
Deleting Agreements / Addendums
Auto-Signing Agreements / Addendums
Update V1 Status on Agreement Completion
Account Reconciliation Reports
COMING SOON - New Parent / Guardian Portal
Bugs were fixed in the exports from the Leads and Re-enrollment Leads table.
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