Posted October 13, 2026
Health office visits in Campus now email a student's parents when the school nurse records a check-out time.
Posted October 07, 2026
A DAT Query can now connect two tables on fields you choose, even where no connection between them is predefined.
Posted October 06, 2026
The Health Visit Parent Contact trigger emails a student's parents with portal logins once per visit, as soon as the visit is saved with a Time Out value.
Posted September 30, 2026
Health visits now record full clinical detail, parent contacts, and several medications, with visit templates and every dose in RX Dispersal History.
Posted September 29, 2026
The import loads period attendance for students by course section and block, and the course, section, and term must meet on the given class schedule.
Posted September 23, 2026
The Sign up Summary widget lists fees and discounts for course registrations such as summer camp, and can accept waiver codes and apply credit balances.
Posted September 23, 2026
The Deposit widget lets users pay in full, pay a deposit, or pay a custom amount that meets a configured minimum, with the deposit applied to the total.
Posted September 23, 2026
Families registering for courses can now see the amount due today and every installment date and amount on the checkout page, before they enter a card.
Posted September 23, 2026
The Payment Schedule widget shows families each installment, with its due date and amount, on Application Form pages and registration payment pages.
Posted September 23, 2026
The Summer Submit widget completes a course registration by enrolling students in the chosen courses, creating invoices, collecting payment, and confirming.
Posted September 18, 2026
Product Groups now give a family only the highest discount tier it qualifies for, while scholarships and sibling discounts outside the group still stack.
Posted September 14, 2026
Products are items or services bought from vendors or sold to customers, configured in Finance > Maintenance > Products and named uniquely across all ledgers.
Posted September 14, 2026
A discount is a Product of type Discount that reduces fees or items when a user meets criteria the school sets, such as an early bird registration deadline.
Posted September 14, 2026
Link a discount to a student attribute in Finance > Products with Multi-action > Discounts Connect Student Attributes, so students with it qualify.
Posted September 14, 2026
The Shopping Cart Summary widget lists the products in a user's cart, totals the order, and lets the user continue shopping or check out.
Posted September 14, 2026
The Product Selector widget is the buying panel on a product page, showing the price and attribute choices such as size, and adding the product to the cart.
Posted September 10, 2026
The Inquiry Submit widget lets parents and applicants submit the inquiry form, which creates an inquiry record, assigns actions, and sends notifications.
Posted September 10, 2026
The Actions widget lets portal users record a student action on a portal page and, when configured, enter typed attribute values with it.
Posted September 10, 2026
The Button widget saves the CMS page it sits on and sends the user to another page, or can be set to redirect without saving.
Posted September 10, 2026
The Added to Cart widget confirms the product a user just placed in the cart and gives the user a way to check out.
Posted September 10, 2026
The Product Inventory widget lists a school's products for sale as tiles, one per product category, each showing its image, name, and price or price range.
Posted September 10, 2026
The Product Inventory Filter widget shows product attributes as filter options, so users can narrow the Product Inventory list on the same page.
Posted September 10, 2026
The Product Description widget shows the description entered on the product record for the product the user is viewing.
Posted September 10, 2026
The Product Preview widget shows a product's images on its product page, with the first at full size and the rest as thumbnails the user can select.
Posted September 10, 2026
The Delivery widget lets buyers choose Pickup or Shipping at checkout and collects a shipping address when the order is shipped.
Posted September 10, 2026
The Online Store Submit widget completes an online store purchase by creating the order invoice, collecting the payment, and sending the receipt.
Posted September 08, 2026
Student actions can now hold structured fields such as numbers, dates, checkboxes, links, or list values, and each field reports as its own column.
Posted September 01, 2026
An attribute module is the type of record an attribute attaches to, such as a student, household, donation, or action, and all modules work the same way.
Posted August 25, 2026
The import updates employment fields on existing staff records, and each row must match exactly one staff member by Staff_Id or a lookup field.
Posted August 20, 2026
Schools can now pause a family's stored payment so automatic charges skip it, then resume it when the family is ready.
Posted August 19, 2026
The Household Auto Billing widget lets parents sign up for auto-pay on a CMS page, and its Allow Family Pause setting lets families pause automatic payments.
Posted August 19, 2026
Void a returned payment with Void NSF in the customer receipt's Details, and schools on Authorize.net can let NSF Automation handle R01 and R09 returns.
Posted August 19, 2026
Move settled eCheck receipts to a new deposit with the Update Deposits multi-action, then post it; Authorize.net schools can have the move done nightly.
Posted August 19, 2026
Voided auto-pay receipts created after 6/18/24 can be linked to a deposit on the void date for the same processor, and deposits show Void Count and Net Deposit.
Posted August 19, 2026
Gateway Status records what the processor did with a payment after acceptance, such as Pending, Settled, or Returned, for Authorize.net and Stripe payments.
Posted August 19, 2026
Settlement and return handling is configured per Authorize.net auto-pay configuration in Finance > Maintenance > Auto-Pay Configurations.
Posted August 19, 2026
A paused stored payment is a saved payment method that automatic charging skips, while the family's stored details and enrollment stay in place.
Posted August 18, 2026
A long-term substitute can merge or copy the previous teacher's gradebook categories with the Category Merge widget on the Gradebook Preferences page.
Posted August 18, 2026
A category weight cannot change once any student in the course section has a Report Card or Progress Report mark, so create new categories with new weights.
Posted August 18, 2026
The Merge Households multi-action combines exactly two household records into one and requires the Admin Full, Admissions Full, or Development Full role.
Posted August 18, 2026
The Inquiry Action List at Admissions > Actions lists the actions on inquiries and applicants, mainly for multi-actions like Delete and Mark Completed.
Posted August 18, 2026
Contains, Starts With, Ends With, and Like searches accept wildcards: % for any characters, _ for one character, and brackets for a list or range.
Posted August 18, 2026
The Chart Layouts import loads chart layouts as nested items up to 10 levels deep, each matched to accounts by a like pattern, range, or comma list.
Posted August 18, 2026
A Staff Household holds a staff member's household information, usually as Contact 1, and is linked or created in Admin > Staff > Details > Staff Household.
Posted August 18, 2026
Schools on Authorize.net can now track each payment through settlement, reconcile eCheck deposits nightly, and process returned payments automatically.
Posted August 18, 2026
A Record List is the searchable grid in a Campus module that shows records of one type, such as students, households, or vendors, with links to each record.
Posted August 18, 2026
The Student List is the Record List of student records in several modules, and by default it shows Enrolled students in the selected school division.
Posted August 18, 2026
Record lists that carry attributes offer Attribute Current, Attribute Ever, and matching category searches, with Current based on the Development fiscal year.
Posted August 18, 2026
The Household List is the Record List of household records in Admin, Admissions, Financial Aid, and Health, with default contents that vary by module.
Posted August 18, 2026
The Inquiry/Applicant List is the Record List of inquiry records, covering every admissions stage from inquiry through applicant, accepted, and enrolled.
Posted August 18, 2026
The Course List is the Record List of course records in Admin > Courses > Courses and Scheduling > Courses, always for the selected school division.
Posted August 18, 2026
The Contact List at Development > Contacts shows every Development contact, with giving totals, and needs Development Full or Development Read.
Posted August 18, 2026
The Customer List at Finance > AR > Customers shows households billed for enrolled students by default, plus any with an unpaid invoice or unallocated receipt.
Posted August 18, 2026
The Vendor List at Finance > AP > Vendors shows households activated as vendors, and include all adds every other household so it can be activated.
Posted August 18, 2026
The Admin module's record lists include Students, Households, Persons, Staff, Student Actions, courses, sections, and more, each with its required roles.
Posted August 18, 2026
The Admissions module's record lists cover Inquiries/Applicants, Students, Households, Actions, evaluations, and events, each with the roles it requires.
Posted August 18, 2026
The Development module's record lists cover Contacts, Persons, Asks, Donations, Campaigns, Matching, Students, and Events, each with the roles it requires.
Posted August 18, 2026
The Finance module's record lists span AP, AR, Banking, Ledger, Products, Maintenance, and Manager pages, each with the roles it requires.
Posted August 18, 2026
The Financial Aid record lists are Fin Aid Categories, Awards, Students, Inquiries/Applicants, and Households, each needing FinancialAid Full or Read.
Posted August 18, 2026
The Health module's record lists are Students, Households, and Health Visits, each requiring the Health Full or Health Read role.
Posted August 18, 2026
The Home portal holds record lists shared by every module, for AI Prompts, Action Setup, Filtering, and Notifications, each with the roles it requires.
Posted August 18, 2026
The Scheduling module's record lists, from Students and Courses to Rooms and Class Schedules, all require Scheduling Full or Scheduling Read.
Posted August 18, 2026
The Security module's record lists are Users, Parents, Students, and Staff, which show user records and require the Security Full or Security Read role.
Posted August 18, 2026
The Section List is the Record List of course sections in Admin and Scheduling, with one row per section and one line per term it meets in.
Posted August 18, 2026
The Staff List is the Record List of staff records in Admin and Scheduling, showing active staff of the selected school division by default.
Posted August 18, 2026
The AR Invoice List at Finance > AR > Invoices shows the selected ledger's invoices in open fiscal years, plus any unvoided invoice that still has a balance.
Posted August 18, 2026
An AR invoice's payment term splits its Total into dated installments, and each payment reduces the earliest installment that still owes something.
Posted August 18, 2026
The AR Receipt List at Finance > AR > Receipts shows the selected ledger's AR and Misc receipts, leaving out voided receipts by default.
Posted August 18, 2026
The AR Deposit List at Finance > AR > Deposits shows the selected ledger's deposits in open fiscal years, plus any unposted deposit.
Posted August 18, 2026
The AR Credit List at Finance > AR > Credits shows the selected ledger's AR credits dated in open fiscal years, including voided credits.
Posted August 18, 2026
The Financial Aid Award List at Financial Aid > Awards and Finance > AR > Financial Aid shows awards from the current academic year forward.
Posted August 18, 2026
The Auto-Payment Result List at Finance > AR > Auto-Payment Results lists every auto-pay run of the selected ledger, newest first.
Posted August 03, 2026
PCR Educator runs audition season in one system, from family registration and panel routing to check-in numbers, side-by-side scoring, and placement reports.
Posted July 30, 2026
Waiver codes are the codes users enter for a discount that Requires Waiver Code, generated on the discount product under Product > Details > Waiver Codes.
Posted July 28, 2026
An evaluation is a student or inquiry action that also captures scores, typically for test results, interviews, application reviews, and committee decisions.
Posted July 28, 2026
Inquiry actions are recorded individually, in bulk, by evaluator, or by import, and some are applied automatically by CMS forms or admissions checklists.
Posted July 28, 2026
Assign evaluators individually, in bulk, or through an admissions event category, giving them limited access to review and score only their applicants.
Posted July 28, 2026
Select inquiries in Admissions > Inquiries/Applicants and use the Assign Evaluators multi-action to pick the evaluators and academic year.
Posted July 28, 2026
An admissions event category groups events of one type and sets the sign-up cutoff, attendees per family, the action added at sign-up, and evaluators.
Posted July 28, 2026
A diagram maps the main Admissions Evaluations tables in the DAT, including the table linking evaluators to event categories for automatic assignment.
Posted July 28, 2026
Evaluators assigned to an admissions event category now receive every applicant who signs up for its events, and can score them side by side on one grid.
Posted July 28, 2026
In Admissions > Evaluations > 9 Evaluations, select evaluations of one type and choose Score Evaluations to score several applicants on one grid.
Posted July 24, 2026
When one send would deliver identical content to the same address more than once, that address now receives one copy and the rest are recorded as suppressed.
Posted July 22, 2026
Canadian schools can now let families pay by bank account through Stripe pre-authorized debit, saving the account once for Auto-Pay in Canadian dollars.
Posted July 21, 2026
The DAT Query lists fixed assets that are fully depreciated as of a date you choose on the Results screen, excluding disposed assets.
Posted July 17, 2026
Before closing, copy Block Codes and Class Schedules into Next Year and copy or build next year Course Sections, as closing makes next year's schedule current.
Posted July 17, 2026
Select sections in Scheduling > Courses > Sections and use Copy Scheduling Info To Next Year to copy Class Schedule, Room, or Section Name to next year.
Posted July 17, 2026
Schools can now copy Class Schedule, Room, and Section Name to next year for just the course sections they select, with a new multi-action.
Posted July 16, 2026
Set up Canadian PAD by adding a Stripe payment configuration with Processor Culture en-CA and a webhook, then pointing Auto-Pay Configurations at it.
Posted July 16, 2026
The Login widget signs visitors in and sends them to a destination page, and can also let visitors create their own account on self-registration portals.
Posted July 16, 2026
The Staff Submit Forms widget lets a signed-in staff member submit a form page, saving every form widget, recording a staff action, and sending a confirmation.
Posted July 07, 2026
A notification trigger sends automated emails when set conditions are met, mostly between midnight and 7 AM local time, and blocks runs over 5,000 sendings.
Posted July 07, 2026
To create a notification trigger, click New in Home > Notifications > Notification Triggers and fill in its settings (Security Full role required).
Posted July 07, 2026
Use the absence filter as the trigger's Merge Filter and cap it at 1 fire per Semester, so each student gets one email per threshold per semester.
Posted June 22, 2026
To close a fiscal year, go to Finance, open the year under Fiscal Years, and click Close Fiscal Year, which requires the FinanceGL Full or Contract Full role.
Posted June 03, 2026
A DAT Query Aggregate field can now use Partition By to compute across a wider group, so each row shows its own value next to the group's total.
Posted June 02, 2026
The Check In / Check Out widget lets students, staff, and authorized pick-ups check themselves in or out at a kiosk, and can optionally write attendance.
Posted June 01, 2026
The new Pivot (Auto) role in a DAT Query turns a field's most frequent values into columns, up to twenty, with an Other bucket for everything else.
Posted May 28, 2026
Every DAT Query field row now has a copy icon that adds a second row for the same field, with its own role and settings.
Posted May 27, 2026
DAT Query calculated fields can now reference other fields by alias in square brackets, and calculations stay correct when fields are reordered or duplicated.