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Update: Salesforce Person Account Sync
We are excited to announce an update to the Salesforce integration. This enhancement makes it possible to sync Salesforce Person Accounts with your eduCRM contacts. Key Features Flexible bi-directional sync This update allows you to sync all newly created Salesforce Person Accounts or Person Accounts that meet a custom criteria. Dynamic field mapping Select the eduCRM contact fields and Salesforce Person Account fields you’d like to sync. Integration tags This integration g

Software team
Aug 5, 20251 min read


New Message Performance in Automations
Messaging Performance introduces a dashboard to analyze email effectiveness, providing key metrics and streamlined navigation for optimizing recruitment messaging and enhancing decision-making efficiency.

Software team
May 2, 20251 min read


New Automation Settings: Descriptions
We are introducing several new updates to the CRM's automation settings for managing key automation rules. This update will provide you...

Software team
Feb 27, 20251 min read


New Reporting: Contacts Performance
The new Contacts Performance Report offers aggregated data on contacts and insights into the tags, or sources applied to them.

Software team
Feb 22, 20252 min read


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