ORIGIN Finance
Create a payment plan for a course
It's now possible to create a payment plan for a profile's course journey – in other words, to associate it with a subject and a course instead of with a program and a class, both manually and through automated workflows. If you'd like to know more, get in touch with us.
FOUNDATION CRM Lead Management
Improvements to the search function
We've improved the search function to provide better and more effective results. For one, exact matches are now prioritized over partial matches more efficaciously, as well as first name, last name and email address; therefore, if you search by first and last name together or just by email address, the corresponding profile will always be displayed at the top of the list. Secondly, results are now sorted by relevance to the search term instead of in alphabetical order to help you quickly find the most pertinent information. Everything else remains the same.
FOUNDATION CRM Automations, Events and Forms
Set up automated workflows to be triggered by a group of specific answers
You can now set up automated workflows to be triggered by a selection of the possible answers to a dropdown or checkbox question, as submitted in a form or event registration. To do so, just access the Automation tab, click Add another condition, choose a dropdown or checkbox field and select the relevant values. Accordingly, the workflow will then be triggered for all of the submissions that match any of the selected values. It was previously necessary to set up a separate workflow for every value, so being able to select multiple values at once is a huge time saver.
FOUNDATION CRM Automations, Events and Forms
Apply the OR logic to the conditions of an automated workflow
We've introduced the OR logic to forms and events, thus enabling you to contain more conditions to the same workflow. Simply access the Automation tab, add two or more conditions and then tap AND to switch it to OR.
FOUNDATION CRM Automations, Events and Forms
Automatically update profile states
From now on, for automations involving a profile state transition through the Add profile to class action, if the profile's already in that class but in a lower lifecycle state, their lifecycle state will still be updated, such as to mark leads as qualified. Just add the Add profile to class action as usual and the system will do the rest for you.
FOUNDATION CRM Automations and Events
Set up event registration notification emails for staff
We've introduced the ability to automatically notify staff whenever a new event registration is received. The notification email includes a link to the registrant's profile, a link to all of the registrations for the event and a reproduction of the submitted data. To set it up, open an event, navigate to the Automation tab, choose the action Send event registration notification to and pick a staff user.
FOUNDATION CRM Events
More information displayed on the list of events
For the sake of convenience, the event Location is now always displayed on the list of events below the event name. You may also add a column for Notes, so if that's something you'd like, let us know and we'll enable it for you.
FOUNDATION CRM Events
Export a list of your school's events to Excel
You can now download a list of your school's Upcoming, In progress and Ended events by visiting the corresponding homonymous tab and clicking Export events to Excel. The resulting file includes the name, author, publish status, start date, end date, time zone, location, address, private notes, number of views, total number of responses, number of specific responses and number attendees of the event.
FOUNDATION CRM Events
Retrieve and manage event data via the API
Four new actions can now be performed via the API: retrieving an event, retrieving the registrations for an event, creating an event registration and updating an event registration. If you're interested in these, please contact us.
FOUNDATION CRM Lead Management
See an organization's contacts' latest activity
If you have the Industry module, henceforth, whenever you open the Latest activity tab of an organization, not only will you be able to see its most recent activity, but also that of its contacts. To accomplish this, simply select the filter Organizations & contacts; alternatively, if you only wish to see the contacts' activity, use the filter All contacts.
FOUNDATION CRM Lead Management
Sign-up forms validated straight away
Until now, errors for the name, email address and password of a new registrant were only displayed after the privacy policy was accepted, because profile creations are only validated when the privacy policy is included and the privacy policy used to appear on a separate page. To avoid the delay, the privacy policy is now displayed on the sign-up page, underneath the field Password.
FOUNDATION CRM Lead Management
Empty rows removed from imports
The system is now able to automatically remove empty rows from spreadsheets before they are imported, thereby permitting staff to import data without having to pay such close attention to unintentional formatting.
CORE LEARNING MANAGEMENT SYSTEM
Associate subjects with a theme
In order to allow staff to enter more product information in Full Fabric, it's now possible to define themes for subjects and subsequently assign a Theme to a subject when creating or editing one. Typically, a theme will be the overarching academic discipline that encompasses a given subject and any others that are thematically related. For example, subjects such as European History, African History and American History could have History as their respective theme. The field Theme is not enabled by default, so please get in touch with us if you want it.
CORE LEARNING MANAGEMENT SYSTEM
Associate a course with an external ID
If you integrate Full Fabric with another service, you're now able to add an External ID when creating or editing a course. The new field is not enabled by default, so please get in touch with us if you're interested in it.