Procare Solutions Internal Ideas Portal
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Ability to immediately understand which lead conacts were excluded due to having ubsubscribed upon sending a batch email

Ensure I am able to understand who to contact by other means or move to another status
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to identify within the application UI that there are completed form/document submisssions to review

I can ensure my team is quick to review and accept submissions
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Ability to identify from within a lead record whether a parent has unsubscribed from Lead CRM emails

I can know that an email will not reach them and can contact them through other means
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to hide/exclude fields not relevant on a certain document

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

Printable Sign In Sheets

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

Ability to generate a transition report for a specific classoom or multiple classrooms

Clearly report in the history of child movement throughout the day(s)
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

Ability to ensure that staff members using classroom devices are unable to utilized the messaging feature with parents

If my teachers are not permitted to view sensitive information or communicate with parents directlly, I can restrict them from doing so.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Permissions 0

Ability to enable/disable the ability for other school users to alter the 'default' reply-to address for lead CRM emails when sending

If I wish, I can restrict this and ensure all lead CRM replies go to the defined inbox for visibility
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to designate if a custom field created within the corporate portal should be a mandatory field within the schools

As Primrose corporate, I need to make sure that our schools are tracking the necessary data for Leads, Students, Parents, and Staff. Priority is mandatory fields in Lead Profile.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Technical/Data 0 Planned

Ability to convert standardized forms for state or local agencies automatically into a fillable web form that fills in and makes available the completed standard form in PDF format

Allow me to electronically handle all required forms with families while still producing completed required documents
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0