This release introduces several important updates to improve document creation, family relationship management, and the parent portal experience. These enhancements are designed to streamline daily tasks for school administrators and improve usability across modules.
Document Builder
A new, flexible Document Builder makes it easy to create and reuse rich, personalized school documents.
Key Points:
Users can now create custom documents using a Rich Text editor.
Merge Tags allow dynamic personalization for Parents or Donors.
Documents can include School Logos, Header, and Footer sections.
Documents can be saved as reusable Templates for future use.
Where This Is Located:
The Document Builder is found in the Lists and Labels module. Choose Type: Documents to begin building.
Student and Family Management
Users can now better manage family relationships by adding or editing relatives directly within family profiles.
Key Points:
Enhanced support for managing relatives within family records.
Users can add, edit, or delete relatives from the Add/Edit Family pages.
Where This Is Located:
Available within the Add/Edit Family pages, under the Relatives section.
Parent Portal Module
The Parent Portal has been refined for a better visual experience and improved mobile responsiveness.
Key Points:
Updated design for a more user-friendly experience.
Improved mobile compatibility for easier parent access on mobile devices
Where This Is Located:
Changes are applied within the Parent Portal Module.