Release Notes – RAF – MYcarnegieOS – Version 16.04.01 New Features Email Marketing: Constant Contact Integration Improvements NEW  Programs Scheduled Report: A summary of scheduled Programs, including collected and outstanding amounts, based on Date, Area or Trainer. Lead Notes, Email notification now includes contact details Related Organization, email address & phone ...

Release Notes – RAF – MYcarnegieOS – Version 16.02.01 Improvements NEW Program Report: Print Graduation Rosters in groups, based on Graduation Date. Class Folder Report: Run Class Folder reports for multiple classes at once Increase font size on report Display exit type for all participants Collections Report: List ‘Unassigned‘ registrations at the beginning of th...

Some feature enhancements have made their way to your client Engagement eWindows!   ‘Remember Me’ option on the Login Page Are your clients having trouble recalling their password?  Have them check the Remember Me option next time they login – this will save both their username and password for the next time they login from the same device! A discrete […]

We are constantly working to enhance the Sales & CRM Dashboard so that you get an accurate snapshot of where your business stands, at a glance. To facilitate this, we will be introducing some new Sales & CRM charts and reporting tool in the coming months, like the Success Rate by Group chart (seen here).  

Release Notes – MYcarnegieOS – Version 15.43.01 NEW Features Filter your contact lists by LAST ACTIVITY DATE, such as last Communication or Note date. Go to your Address Book > New List > Select one of the following filters: Last Activity Due Date Last Note Date Bug Fixes Communication Log: Performance enhancements and timeout fix Contact Import: Importer does not […]

Release Notes – RAF MYcarnegieOS – Version 15.38.01 Improvements Program Dashboard Enhancements My Programs: Display YEAR for date Upcoming Programs: Display KO Date, where class countdown is based on KO date (if it exists Enrolments by Sales Rep: Addition filter capability, including a filter by Product, Date Period and Sales Representative Video Player Upgrades to be iOS […]

Online Order Notification Integration is here!! Your Online Orders can now be integrated with the OS Address Book. Company, Participant, Supervisor and billing information will automatically be added to your Address Book when a new Order comes in off your website.   In the Notes section, you will see a summary of the order, Program of interest and […]

Help your team of Instructors maintain consistent class times.  When recording session Attendance and Awards, you now have the option to record Session A and B start/end times in the same window. COMING SOON: Record Session Times from the MYcarnegieOS Mobile Attendance App!

When someone posts a video, image or other attachment to Good News, you can now view the attachment directly from your email! These attachments are also available in email notifications triggered new Client Profile Notes. The attachments will be available from your email within 24h of the post. Otherwise, you will be asked to login […]

Get quick access to your past email threads and related attachments now using the ‘View in Gmail’ link! When viewing a past email,  click View in Gmail  to open a new Gmail search tab that will automatically display the threads with the Subject and Recipients of the email you’re viewing.