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Pick the Sales Stages to View on your Dashboard

Now choose which Sales Stages to view on you Sales and CRM Dashboard.  As an Admin, go to the Admin Panel > Sales Process customization page. To hide a Sales Stage: Click Edit next to the Sales st...

Release Notes

Release Notes – RAF – MYcarnegieOS – Version 15.07.01 Improvment Registration and Collection reports: Currency updates Bug Address Book List: Dual Primary account manager logic does...

Release Notes

Release Notes – RAF – MYcarnegieOS – Version 15.06.02 New Feature Admin Panel: Site Culture Configuration Participant Dashboard Permissions: New Permission to view/post to all Partic...

Attendance, Awards and Graduation Enhancements

The Attendance, Award and Graduation process have been improved to provide additional information on the state of the Program: Awards Award icon will not appear under the session the award was won in....

Send eWindow Access to a Group

Would you like to start using the Engagement eWindow to facilitate communication and file sharing between YOU and YOUR clients?  Now there is a faster way!  Save time by sending eWindow credential...

Release Notes

Release Notes – RAF – MYbusinessOS – Version 14.50.03 New Feature eWindow: Send Group eWindow Credentials Improvement Email Signature: Enable HTML and Preview options Graduate Progra...

Summary Lead Source Chart

NEW Overview filter option to see your Lead Source data represented as a collective summary in Pie chart form.    

Drag-and-Drop Files

Now you can upload documents, images and presentations by dragging-and-dropping your files into the Resource Library! Simply select one or multiple files from your Desktop or finder, and drag them int...

Release Notes

November 26, 2014 Release Notes – RAF – MYbusinessOS – Version 14.47.02  New Feature  Email Templates: Personal Bug  iPhone: Redirect error when logging into site  New Lead Commu...

Email Templates are here!

Create your own set of Email Templates that can be used as canned responses when sending email from within OS. Customize up 40 templates to save you both time and effort when communicating with client...