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...
Your Enrollments by Product
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Release Notes
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...
The -NEW- Engagement eWindow!
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 eWind...
My Programs: I’m Registered! View
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!
NEW Lead Communication Chart
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 b...
Import More! Past Attendance
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�...
Post Multiple/Group Payments
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, ...
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...
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...