CRM Updates
The latest development to our CRM module is the addition of new fields that allow schools to collect student information during the contact phase. Admins can add these fields directly to their Contact form:
In addition to the new fields, parents now have the option to unsubscribe from all CRM email campaigns if they wish to, including all future campaigns. This feature is particularly useful for schools that send out frequent updates to families.
If you are new to the CRM module, or if you haven’t been introduced yet, feel free to reach out at any point to our sales team at sales@openapply.com.
New Search Bar
We are excited to announce that we optimized our search bar by allowing users to search by Student IDs both in the main search and roster search.
Additionally, users now have the option to download both parents’ information if there are multiple parents and/or guardians.
When exporting files, simply select "{{parent_first_name}}{{parent_last_name}}" to show the different parents’ names and easily export this data in one step: