NEW Enrollments by Product widget provides a breakdown of your total Registrations based on Product group, down to the individual Products by name.   This new widget is available on the Sales and CRM dashboard, as well as the Program Dashboard.

Release Notes – MYcarnegieOS – Version 15.23.01 New Features/Improvements Class Lists: New option on Participant List and Attendance List to ‘Show Drops/Cancels’ Registration Exit type: Restrict exit types based on Program status Early Cancel/Undo Credits: Update reports to reflect new exit type. Programs: On Save, stay on Program profile and don’t redirect to L...

Release Notes – MYcarnegieOS – Version 15.22.01 New Feature BETA Release: Email Activity Logger (For select sites only) Improvement Registration Exit type: NEW Early Cancel option for Programs that have not yet begun Early Cancels do not appear in LF Reports Registration Payments: Undo (reverse) Credit Registration Transfers: Transfer attendance to new Program so that previous ̵...

Release Notes – MYcarnegieOS – Version 15.19.01 Improvement Address Book > NEW Permissions: View My Contacts only Contact Registration tab > General Load Performance New Feature Admin Panel: Email Notification Configuration and Follow-up Reminders Bug Fixes Address Book > Send Group Email from list: email is sometimes recorded twice as an activity in the Communication log [&h...

Release Notes –  MYcarnegieOS – Version 15.15.01 Improvement Engagement eWindow:  New rich-text editor to add style to your message posts Engagement eWindow:  Insert multiple images in your message posts Record Sales Rep and Trainer Commission Rate under Profile Details Rate reflected in new Registrations Attendance and Awards: Hide Guests that are type ‘Cancel’ in Att...

Raise Your Game! Our eWindow was built to provided you with the ability to communicate and engage with your clients – from anywhere.  The new the responsive re-design of the engagement eWindow will provide you with fresh and intuitive company branded portal that is easy to use and accessible from a desktop, laptop or mobile device.  

There is a new list available under My Programs: get a list of all the Programs that you’re enrolled in, and gain quick access to your Participant Dashboard to start sharing!

Ensure follow-up with new leads using the New Lead Communication by Owner chart on the Sales and CRM dashboard. In this stacked bar chart, the red represents the new leads where no activity has been recorded.  The blue represents new leads where activity has been recorded to-date. Click on a chart column to get a detailed list of contacts under that category.

Another way for you to get the ‘fuel in the tank’!  Now import your past Program Attendance to help maintain an up-to-date record of past classes and their participant’s absence and awards won. See the article on Importing Past Attendance for more details.

Post multiple payments in one simple process, from your Outstanding Balance report.  Use the Program, Invoice Date or Invoice Number (NEW) filters to narrow down your search. For more information, see Group Payments.