EMS Software Update: November 12, 2024
Claire Frank
Have you seen the latest Search improvement? Here’s a hint: it’s awesome! Read on to learn more.
What's New
- Search & Reports: Now, the header column in a search is “sticky” meaning that as you scroll down to see all of the students in a search the header will scroll with you!
- Billing: Export options have been added to the Students and Accounts list pages. On both pages, we’ve added an export menu that allows you to export the report as either a CSV or PDF.
- Payments: We have added online payment processing (Credit Cards) for British Pound Sterling! This is only applicable to schools that would need to process their payments in GBP.
- Finalsite Explore: You can now request our team to add custom branding for your group in Finalsite Explore! (This only applies to groups utilizing a custom subdomain.)
Bug Fixes
- Integration with Finalsite Composer (Leadflow forms): When a form with Leadflow enabled was submitted (in Composer), the form submission email returned an error message indicating that there was a connection error preventing the lead information from being saved in the system.
- Billing: Returns and refunds were incorrectly shown as in-school payments which affected electronic payment reconciliation. The issue was resolved by updating the In School Payments Report to exclude returns and refunds.
- Contracts: When editing a contract in the Advanced Editor, the “More Options” selection was not displaying for the contract_signature_2 field which was preventing the ability to edit the agreement text that appears under signature fields in forms.