June was about the new cycle. You were refreshing student populations and integrations for the year ahead, so the work went into how your email presents, where your calls go, and how far your agent can reach into your own CRM.
Search students by full name (June 24)
Search on the Constituents tab now matches a full name, not just a first or last name. Windows like Email Trainer and Cancel Task scroll properly now too, so nothing is cut off on a smaller screen.
Fill in a newly mapped Salesforce field across every record (June 22)
Imports only pull records that changed since last time, so mapping a new Salesforce field used to leave your existing records empty for it. The new Re-import All Records button pulls every record and fills that field in across your whole database. Keep using Run Import Now for day to day syncing, and this for the occasional full refresh.
No more upload limit (June 22)
The cap on how many student records you can upload is gone. If your integration carried over from the previous platform it was still capped until now, so every partner can bring their full list.
Ask questions of your Salesforce data through your agent (June 4)
Your Salesforce admin sets up a read only connection, and your agent can then answer questions against your live Salesforce data. Because it can look at how your data is organised and check what you mean before answering, this avoids most of the setup a traditional integration needs.
Send callers to the right person, on your hours (June 1)
You can set up call transfer numbers and escalation email addresses yourself. Create a destination with instructions, an escalation email and your working hours, then attach it where you want it used. It covers calls your agent makes and calls it receives.
Send email from your office rather than an individual (June 1)
You can set the sender name for each kind of email your agent sends. Every email used to go out under one name for your whole account, which often made a message look like it came from a single recruiter rather than from the Office of Admission. Leave it blank to keep things as they are.
Where to learn more: Importing constituents into CollegeVine · CRM integration guide, Salesforce API · Understanding email: sending, cadence and metrics · Inbound and outbound phone guide
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