Contacts Layout Upgrades

We have just introduced some new upgrades in the Contacts layout, which will be released with the next major update. Included in the Contact upgrades are:

  • Invoices: now you can see all the invoices associated with the current contact. This includes the invoice number, date, invoice description, amount, and whether or not it has been paid.  You can also click the invoice row and it will take you to the Invoice itself.
  • Payment Notes: you will be able to create a payment note or reminder via a simple date and comment record combo.
  • Other Notes: similar date and comment combo as Payment Notes, the Other Notes can be used primarily for correspondence.
  • Progress Notes: similar date and comment combo as Payment Notes, the Progress Notes can be used to record student learning progress.




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