Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Clear

Ideas

Showing 162 of 1932

Ability to manage withdrawal reason options from the corporate portal

1.When a lead status is changed to 'Lost', the user is required to choose a reason from a corporate managed drop-down list 2. If a 'withdrawal date' is added to a student profile, the use is required to choose a reason from a corporate managed dro...
Jack Pearson almost 5 years ago in Primrose Private Ideas / Corporate Portal 0 Planned

Ability to leave and return to forms in progress and pick up where I left off

Allows me to avoid having to re-do certain activities if I get pulled away
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

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

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

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