Roadmap & Planning
See below for all features and functionality that are currently in evaluation, planning, or active development within Retain.
For release notes, please click here.
(last updated 12/03/2025)
- Saving preferences between sessions/refreshes of the page.
- Expanding provenance for case status changes and associated timelines.
- "All Terms" caseload selector to load all non-ReEntry active students for a given advisor.
- Adding multiple owners for cases.
- Enabling creation of static communication lists via CSV upload under Mass Engagement.
- New report centering on student holds.
- Enabling file attachments when sending email communications.
- Allowing advisors to set minimum appointment lengths.
- Displaying a warning when overriding existing conflicts in the internal scheduling menu.
- Add tagging capabilities into Retain notes & cases.
- Appointment rework flow for students when scheduling with a department.
- Improved NLU mobile app flow and native app experience for Retain.
- Ability to share reports globally with any member of staff.
- Ability to toggle list views of students into accordion views of students on-demand in reporting modules.
- Making appointment links work for both students and faculty/staff.
- Reporting features for cases, appointments, and engagement studios will be introduced.
- Cases can now be closed in bulk for greater efficiency.
- Users can reassign multiple cases at once with the new mass re-assignment feature.
- Visual warnings now appear when a text is sent to an invalid phone number.
- A mass texting option has been added under Engagement, allowing spreadsheet uploads.
- Cases and appointments are now displayed on separate pages for clarity.
- Relevant course information is now included in each case.
- Preferred first names are used instead of legal names where applicable.
- Users can toggle between term GPA and cumulative GPA views.
- Instructor names and CRNs are now shown for previously completed courses.
- A global reporting feature has been introduced for broader insights.
- A new role has been created for International Advisors.
- Credit values are now displayed for each currently active class.
- Students can be searched by last name for quicker access.
- Appointment functionality is now available to first-time students.
- Ability to see your calendar from the student's perspective.
- Ability to request a re-import of your Exchange calendar for the next 31 days.
- Fixes for outbound international student texting (using the proper area code).
- Additional validation checks on appointment scheduling to avoid double-booking and non-available location events.
- International student lists being corrected.
- Adjustments to the total credit hour being displayed to include both transfer applied and total institutional credits.
- Changing data provisioning to reflect student data in a more accurate and term-bound manner.
- Re-enabling exports of case descriptions.
- Viewing of appointment data for non-participants.
- Appointment rework flow for students when scheduling with a department.
- Improved NLU mobile app flow and native app experience for Retain.
- Ability to share reports globally with any member of staff.
- Ability to toggle list views of students into accordion views of students on-demand in reporting modules.
