There are two API changes that would improve our internal reporting workflow. When you get a chance, can you find out if these changes are feasible, and (if so) what effort would be required? increase the items returned per page from 200 to 500 Up...
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...
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
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 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
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
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