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
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...
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
TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...
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.
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