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Filter the Tuition Billing Plans Report by Enrollment Status

Center would like to be able to filter the Report > Tuition Billing Plans by enrollment status. They only want to see students who are active. Currently it includes inactive students. BAM 49864883 requested this
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Reports 0

Symbols Allowed in Tags

Customer would like tags to work with symbols. Ex.AM/NS BAM 24278110 requested this.
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - My School 0

Leads bulk upload

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!
Kami Lee 8 months ago in Online Ideas Workspace / OL - Leads 2

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 almost 4 years ago in Online Ideas Workspace 2

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

User Group permissions for Engage/Online

The customer is looking for a way to set user group (admin/non-admin) permissions so she does not have to go through and change each individual permissions. She is looking for a similar way to set these permissions as Procare Desktop has where she...
Kelsey Boyd 5 months ago in Online Ideas Workspace / OL - Permissions 0

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

Corporate Activity Metrics

Endeavor would like to track the number of photos posted per day per child by school. This can help them compare high performing schools and their behavior against low performing schools. They can use these statistics to develop best practices for...
Jesse Hartman 3 months ago in Online Ideas Workspace / OL - Daily Activities 0

Ability to turn off Parent messaging, for the parents.

I have had requests from numerous clients asking if there is a way to turn off the ability for parents to message the school. Clients still want to message families but it would be great if they could turn off the parent's ability to reply in sett...
Guest over 3 years ago in Online Ideas Workspace 0

End Date

I believe that instead of it saying "End Date" in the recurring plans section, it may be less confusing if it said "Last Invoice Date". As it can be confusing. Is it the month of the last invoice or the first month that you do not want to send the...
Courtney Kintzel 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0