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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Leads 1 Planned

Enhance the Detailed Transaction Breakdown Report (Summary tab) to show beginning and ending sum of credit and debit balances

Allows for more effective reconciliation on a weekly/monthly basis
Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0 Planned

Ability to run reports within a school as a corporate user without the report appearing in the school's history

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Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0 Planned

The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family

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Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

when you select a LOST status for a lead, To be able to Track why opportunity was LOST from a series of drop down choices. Franchise can change status to Lost for Prospect and then select the reason for lost. See tab 3.

to be able to track what happens when a prospect is lost
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Planned

SEE NOTES: When processing a refund via LeadCRM, always record the refund transaction as a balancing adjustment dated 'today' rather than adjusting the orignal transaction.

Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

Remove "Amount Paid" from the top of the accounting section

This metric provides no value as it is cumulative. It also exposes financial information to staff not privy to this information.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

enrollment paperwork that can be completed fully online

allow parents to complete enrollment paperwork online
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

be able to receive completed and signed enrollment forms

I can file current documentation
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Ability to transfer a teacher between rooms without creating a sign in/sign out record on their time sheet

Allow for clean, accurate time tracking for payroll purposes.
Jack Pearson about 4 years ago in Primrose Private Ideas / Ratio Monitoring 0 Planned