Procare Solutions Internal Ideas Portal
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Provide parents a payment confirmation modal when submitting payments

To prevent parents from making payments in the wrong amount (which can later result in a failed transaction if the funds aren't available for example). The goal is to allow a parent to click "make payment" then have a confirmation modal confirming...
Jack Pearson over 4 years ago in Primrose Private Ideas / Accounting/Billing 1

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

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

Make Bundles default Pricing in BAM

Request received from Mary to switch the default pricing method on new TE boards from Tiered to bundles. Based on her feedback, the majority of new boards are bundles. Support has the ability to change the rates, but if they forget an app could be...
Jessica Flitcraft over 5 years ago in TE Transactions / Procare Boarding 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

To have a report which tells you how many leads in each status, conversion % and next steps/appointments

Falls Under Reporting
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0