Changelog¶

Latest updates and announcements.

Updates 02.11.2026¶

Booking Forms: - A new type of form that allows setting availability slots which the users can pick to book a meeting.

System Binding Form Fields: - Allow Data Request Questionnaires Results to have suggestions and quick update system fields for students and contacts

Activity Template on Lead Creation - Set activity template automatically apply when a new Lead is create.
Small UI changes to Activities View
View/Restore deleted Lead/Student/Conctact- You can now open a deleted Lead/Student/Contact and restore it through the interface
More fields to Lead Merge in Duplicate case - Merge leads with option to copy fields: name of kid, birthday, previous school
Simple Email Composer - Hyperlink - link with custom label as display
Lead Students Grade Count Graph Click to filter
Export Activities - available through Activities View/Export Tab

Import Leads: You can now import leads from CSV files using advanced tools that support different file structures. Read More
Contact view relations: Contact relationships are now in a separate tab, where you can view a contact's relationships to leads and family members.
Digital Signature Document Update: 1. Visible signature process status on the card. 2. Completed signature process notification. 3. Update tab interface 4. Option not to send email for digital signature request

New navigation bar: A redesigned navigation bar with two rows makes it easier to find your way around the app.
School selector: The app now shows data for one school at a time. Use the selector in the navigation bar to switch between schools.