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spell check and child photo

Hi! thanks for adding this suggestion box. We'd love to have spellcheck embedded in any entry boxes/email areas where we are messaging clients. It would super helpful if we could make some new account fields mandatory such as "add a child's photo"...
Guest over 1 year ago in Desktop User Suggestions 0

Parents need to be able to print out their account even if the center uses desktop and app.

Parents need specific info for their FSA, taxes etc. If the center has the desktop, the cloud and the app why can parents not access receipts? It is frustrating to the parent that they can pay on the app, but they cannot download their own informa...
Guest over 1 year ago in Desktop User Suggestions 0 Needs More Information

saving methods of payment

Please change the online portal so that a person can store more than one form of payment at a time. It's very frustrating to have to reenter it every time I want use a new form of payment and go back to it the next time I pay.
Guest over 1 year ago in Desktop User Suggestions 0 Needs More Information

Add compliance checklist

Look at 1Place Compliance and add something similar so that providers do not need additional software.
Guest over 1 year ago in Desktop User Suggestions 0 Needs More Information

Add a Time Stamp on reports with the date stamp.

When running reports especially when closing you may run several of the same. It helps to know what the most current report is.
Guest over 1 year ago in Desktop User Suggestions 0 In Review

Run reports on Tracking items that shows a list of employees who have and/or have not.

Run reports on Tracking items that shows a list of employees who have and/or do not have required forms. Example: list of employees who have forms on file and/or list of employees who do not have forms on file. Forms listed in the Tracking area. S...
Guest over 1 year ago in Desktop User Suggestions 0

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 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

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.

Reminders for new, outstanding tasks.
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0