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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.
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Lead List. Have parent name, child name, contact info; phone number and email. Ability to sort each of these columns on the lead list.

Easier to navigate/sort leads when working through them
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Improve UX for Parent Connection - Newsletters

FO/Leadership is able to easily review and select from/use email templates populted by the corp portal - Edits to those templates for each send (adding images, links, signature, etc.) is easy an intuitive
Jack Pearson almost 5 years ago in Primrose Private Ideas / Parent Communication 0

Improve UX for messaging

Leadership with permissions do not need to visit multiple areas to send a message
Jack Pearson almost 5 years ago in Primrose Private Ideas / Parent Communication 0

Improve UX for Lead CRM email

FO/Leadership is able to easily review and select from/use email templates populted by the corp portal - Edits to those templates for each send (adding images, links, signature, etc.) is easy an intuitive
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Improve UX for activity management

Leadership is able to review, edit, approve, or delete group activities as a single entry
Jack Pearson almost 5 years ago in Primrose Private Ideas / Activities 0

Geostamp completed form and document submissions

Security driven
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

For staff managing student attendance and sign in/out - when sign out is clicked provide a pop-up asking �You are about to clock children out. Are you sure you want to proceed?�

Avoid accidental sign outs throughout the day
Jack Pearson almost 5 years ago in Primrose Private Ideas / Attendance 0

Expose UUID shared with Lead Inquiries from PSFC website within API

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Jack Pearson almost 5 years ago in Primrose Private Ideas / API 0

SE129 - Set Mandatory fields for leads by Corporate

Ensure all critical data points are captured against families, staff, and leads through new and existing fields with certain items being mandatory to collect Important/required information can be printed on the appropriate documents, viewed within...
Jack Pearson almost 5 years ago in Primrose Private Ideas / Corporate Portal 0