New Filter for To Do’s or Task
- Added a new filter for “To Do’s” under Admissions
- This page will contain all the events (Follow up, Appointment, Interview, General, Financial Aid) for which the system user is assigned
- Lead Owners will now see the event and who the event is assigned to
- It will use the same logic as follow ups for Past Due events then Upcoming — It will NOT show for leads that do not have a follow up assigned (as it does in the follow ups queue)
- So, this filter is queried on events rather than leads owned by the user.
- If there is an event where no lead is assigned, it will still show and just leave the other fields blank.
- If the lead owner doesn’t have any leads assigned, they will not see any results on this page
New Country fields for International Clients
- Lead profile additions
- Added Country drop down options (Country listed alphabetically):
- Add a Lead manually
- Advanced Search
- Smart search to type in list and narrow down selection
- Smart search to type in list and narrow down selection
- Add a Lead manually
- Added Country drop down options (Country listed alphabetically):
- International Phone Field updates to allow either US or International as Primary/default
- Add formatting to fields
- Previously the number format was set for US domestic numbers
- Updated the format to account/work for both international and domestic (to the US) numbers
- Updated UI with how we format the numbers to include country code etc.
- Default to US country code unless otherwise specified
- Lead Profile – Default US Citizen
- Previously the number format was set for US domestic numbers
- Add formatting to fields
- Lead Import & API Documentation
- Reporting: Demographic Report
- Offers Demographics data relevant to each lead
- Can be run by Program or Campus
Calendar Updates
- We updated the calendar view to accurately depict the duration of events on the calendar.
- Added a Legend for color coding to allow more space on actual Event
- Reveal the lead name on Calendar view
- Start Time & Who
- Screenshot on Page 3:
Bug Fixes Resolved
- Secondary Follow Ups now appear in reverse chronological order as: Nothing Scheduled (create), Past Due (in Red) and Upcoming future events.
- Reversed the Name of 2 Dashboard Reports to better align with data display:
- Overview
- Lead Trends
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