PPD - Add Procare Training and Provide Certificates
Add Procare Implementation Training to Procare Professional Development.The Online / Engagement Training is already largely video based.Over the years we have heard customers interested in a certificate to prove they are Procare trained.
We have a customer (BAM 53760800 ) who has TE and is surcharging and set up a registration fee. Surcharging does not apply to registration form fees for customers who are setup on TE, but seeing a fee on the form below their registration fee of 0%...
Currently, each account needs to be set up under a unique email. We sometimes have large accounts come through, and not only is this setup a lengthy manual process, but some customers do not have a unique email for us to use for each account.
Attach Files to Email Templates in Leads Automation
It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
Client (BAM 49807467) has 100 leads to add in manually. They had already done an application process so they have 100 families waitlisted. A bulk upload options would be so helpful!