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.
Currently no alerts when immunizations are missing or overdue Currently Report Type "Alerts" Option to add drop down for "Due" as currently Alerts only show those with missing data in field not overdue
Kaly Nasiff
over 1 year ago
in SCW
0
Future consideration
Many large school districts utilize Powerschools as their SIS. They are specifically looking to work with CMS that integrates their experience and updates student data between the two systems in real time. This is a deal-breaker for several deals ...
At the Business Level >> When you go to Payments > Payments/Adjustments and search Adjustments. They do not come up with the Location or Family ID. The Payment Export has these fields but not the adjustments
Guest
about 3 years ago
in SCW
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
The new Task should have reminders for the schools to see what action they need to take. Can be part of the calendar, setting reminders. Would all have to be on outlook for this to work.
Lead Lists, Lead Reports should all be Prospect name, Contact info., child's name. Prospect is who the school is contacting through a CRM, not the child/student.
High Priority. Can possibly be helped with prospect form built as needed in KL.
0
Planned
