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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Visual Update/Refresh on the Parent Portal Registration

Having an updated visuals and flow through the process would be a better customer experience.
Guest about 4 years ago in SCW 0

Payment Method added to One Sheet

No way to determine payment type on the One Sheet report. Makes doing bank reconciliations impossible. Would like to have the One Sheet Report identify payment type in a new column. (Credit Card, ACH)
Guest about 4 years ago in SCW 0

Third Party Agency - Financial Impacts

There are several items that impact the financial ledger and are either not fully working or are not available features in the system. 1. Absent days should not impact parent ledgers, only subsidy ledgers. 2. Absent days should be tied to the Thir...
Guest about 4 years ago in SCW 0 Planned

Update Email Template Help Doc

Found this help article, which is great, but it seems to be out of date. It would be much more helpful if it were updated with the current default text. It would also be helpful if there was a description of what triggers the email/when it is sent...
Guest about 4 years ago in SCW 0

Daily Insite Summary & Audit Report

There is only one report for the daily insites. Brightpath would like to start using the insites but would like a summary of this data. They would like to know how many insites were entered per day per room. They would also like to know which staf...
Guest about 4 years ago in SCW 0

ability to attach milestones to photos

No description provided
Shelby Hansen over 4 years ago in Online Ideas Workspace 0

Trigger move to ENROLLED status in CCRM from DCW

Currently there is no way for CCRM to know that when a PRA is added in DCW, the child status should be moved to Enrolled
Rachel Kingstrom over 4 years ago in SCW 0 Will not implement

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

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Jack Pearson over 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

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
Jack Pearson over 4 years ago in Primrose Private Ideas / Reporting 0

Date Specific Age Requirements are in months, does not make sense since older children are grouped by grade.

Age in months doesn't work because rooms are defined by grades
Mike Mercer over 4 years ago in SCW 0 Will not implement