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Online Ideas Workspace

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Customer would like the option to add more than 2 options in the drop down filed in the registration form

BAM 49679449 - Customer would like the option to add more than 2 options in the drop down filed in the registration form
Pam Littleton 6 days ago in Online Ideas Workspace / OL - Leads 0

Customer would like an audit feature to show which staff member made changes in software. (ex.staff name, date of change)

BAM 38837426 - Customer would like an audit feature to show which staff member made changes in software. (ex.staff name, date of change)
Pam Littleton 6 days ago in Online Ideas Workspace / OL - Staff Management 0

Customer would like to turn on auto reply message when parents message school after hours

BAM 52626242 - Customer would like to turn on auto reply message when parents message the school after hours
Pam Littleton 6 days ago in Online Ideas Workspace / OL - Parent Messaging 0

Center would like to have the ability to send out automated voice messages to parents like FACTS does. If they have an upcoming event, she likes to send a voice message to parents reminding them of that event.

BAM 21276659 - Center would like to have the ability to send out automated voice messages to parents like FACTS does. If they have an upcoming event, she likes to send a voice message to parents reminding them of that event.
Pam Littleton 6 days ago in Online Ideas Workspace / OL - Parent Messaging 0

Automation to transition students to new classrooms on a certain date

BAM 13914511 - Automation to transition students to new classrooms on a certain date
Pam Littleton 6 days ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Audit feature

Had a prospect ask if we have an "audit" feature to be able to pull one report and display student records, staff records, ratios, and shot/physical records for when state licensing comes in. Just pull one report and be able to hand it over to the...
Kaley Birch 6 days ago in Online Ideas Workspace 0

Update the "Name on Card" field validation in Online to require both a first and last name before allowing the user to save the payment method.

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...
Brian Bistline 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Already exists

Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline 3 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman 30 days ago in Online Ideas Workspace / OL - Notifications 0

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration