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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 almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Age report for the whole school broken down by classroom which can be run for a specific date in the past or future and provide the students' ages AS OF that date - Availabile within the CRM and for enrolled Families

So that I can understand which students will need to be in which classrooms as of a specific date allowin gme to determine where I have openings for enrollent
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

Ability to update email addresses for parents and staff without being required to completely delete/remove the account

Allow email address updates withou resetting sign in PINS and re-inviting.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Profile 0

Printable Sign In Sheets

Ability to generate school sign in sheets organized alphabetically for the whole school and not by classroom Meet requirements of Illinois and others - front desk paper sign in Select an option to include DOB on classroom or school sign-in/attenda...
Jack Pearson almost 5 years ago in Primrose Private Ideas / Attendance 0 Planned

Ability to create a weekly schedule for teachers including classroom assignments as they can be different from standard/default classroom for each teacher on a given day

I can more effectively plan and manage staffing for my school
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Scheduling 0

Offer Account Updater to aid with Recurring Billing approval rates

A large portion of billing via Procare customers is submitted via Card on File or Recurring Billing transacitons (60+% in first half of 2019). This form of billing can frequently get interrupted when a card expires or is replaced by the issuer. Ac...
Jessica Flitcraft about 6 years ago in TE Transactions / Center Daily Tasks / Increase CC over ACH adoption 0 Future consideration

Enable reports to be scheduled for delivery via email

TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
Jessica Flitcraft about 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration

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 almost 5 years ago in Primrose Private Ideas / CRM 0 Planned

To see which email addresses bounced and have the ability to manually correct them

Keep current contact lists clean.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Newsletters 0

To link program/tour calendar to an outlook calendar or other in the school

keep track of my schedule
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0