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Profile Field Mapping

The new mapping of Lead Profile Fields to Active Student Profile Fields does not create the profile as a Student Profile Field, which has some downstream issues. Lead profile fields that are mapped to student profiles are not reportable with the C...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Student Data 0

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Policy and Waiver Details Documented

A customer edited the policy and waiver details, some families registered, and then the admin edited the policy and waiver details again, but now they have no record of what the previous families agreed to. This customer would like the policy and ...
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Leads 0

Registration Form Checkbox Design

In a checkbox form field where the checkbox is required and there is a lot of text, the checkbox can be hidden because you have to scroll down within the text box. This happens also on the policy and waiver tab. The form doesn't tell you where you...
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Leads 0

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Ability to support staff clock in before 12am and out after 12am

Overnight daycares are not able to have staff members clock in overnight. Can impact 24 hour facilities.
Guest almost 4 years ago in Online Ideas Workspace 1

Update Staff Only language

I previously requested that the Staff Only feature on Daily Activities be updated to say - "Staff Only - Requires Admin approval before sent to Parents." Now it says, "Staff Only - Requires Admin Approval for Parents" which is not very clear. Also...
Guest over 3 years ago in Online Ideas Workspace 0

Notifications for Parent Messages in App and Web

Directors/Staff have to check all the boxes in the staff profile to receive push notifications through the app. I frequently hear from owner/directors that they expect to receive notification of parent messages. Please make it more clear that push...
Guest over 3 years ago in Online Ideas Workspace 2

Leverage the Billing Address Field from the TE HPP Instead of using the PArent input address field

The TE Hosted Payments Page has address fields that can be exposed for ACH set-up. Instead is using the parent-filled address, the customer should enter in their own billing address via the HPP. The HPP includes controls to ensure that accepted ch...
Stephen Anastasi 3 months ago in Online Ideas Workspace / Tuition Express/Payments 0

Make parent numbers sync from Person Info

The parent phone numbers do not sync from DT to PE unless you add to the text message box and add the carrier. Almost every account I implement on PE I have to tell them to go do this and frankly they get really mad that they have to re-enter the ...
Guest over 3 years ago in Online Ideas Workspace / Other 0