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LineLeader Release Notes - 11 August 2023
LineLeader Release Notes - 11 August 2023
Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

Designed to elevate your experience with unparalleled convenience and efficiency, here's a look at our latest product releases:

Updated Site Switching in The Mobile App

Available in Engage

Admins with access to multiple sites can now seamlessly switch between them in the mobile app, eliminating the need to log out and use different login credentials.

How this benefits you:

This modification mirrors our web app's capabilities, ensuring effortless control and navigation across multiple sites, all conveniently accessible through your mobile device.

Confirm Schedules During Enrollment with New Forms Integration

Available in Forms

We've added a "Scheduled Days" checkbox to the enrollment interview form, seamlessly integrated with Enroll. Once a parent enters their child's schedule and submits the interview, Forms will automatically update the CRM system with the schedule data.

How this benefits you:

This update eliminates the need for manual data entry, reduces administrative work, and ensures accurate and up-to-date scheduling information for better operational efficiency.

Introducing Variable Monthly Subsidies to Texas Billing

Available in Manage

Administrators in Texas now have the capability to set up Variable Monthly Subsidy plans within the 'Billing' section of Manage, allowing monthly subsidies to be adjusted for different expense categories.

How this benefits you:

This level of customization ensures that you can precisely allocate financial resources according to specific needs, leading to better budget management, smarter use of resources, and more focused financial support for your center(s).

Payroll Deduction Credit Memo

Available in Manage

We’ve added Payroll Deductions as an optional manual payment type to simplify how staff pay for childcare. When enabled, ‘Payroll Deduction’ will appear as an option when crediting an invoice and as a credit memo type to log credits ahead of invoice generation.

How this benefits you:

This enhancement enables your employees to effortlessly cover childcare costs directly from their salary through payroll deductions. These convenient, automatic payments are taken pre-tax, leading to valuable cost savings for them.

Bulk Export Families

Available in Unified

Centers using our CRM/CMS ‘Unified’ integration can now bulk export family and child data from the Enroll platform to Manage, including:

  • Data for any child in any status from Wait List to Enrolled

  • Data for Guardians in an exported child's family

The exported data is intelligent; meaning that if a child has multiple enrollment records in Engage, only the most recent will be exported. Additionally, if a record already exists in Manage, a duplicate will not be created. Instead, it will be linked to the corresponding record in Enroll.

How this benefits you:

The ability to bulk export family data with just a few clicks eliminates hours of manual data entry and enhances information accuracy across platforms.

Tag Guardians From Manage in Enroll

Available in Unified

Now, when a new guardian is added to Enroll through Manage, two special tags are attached to the record:

  • Inquiry Type is set to "Unified Integration"

  • Guardian Source is set to "Unified Integration"

How this benefits you:

This feature enables you to easily identify Enroll accounts that were created in Manage and filter them in/out of reporting as needed.

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