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Viewing non linked sibling ledgers from app

If a parent is paying for multiple student's services and those students are not siblings (meaning they are not linked) parents should be able to view both ledgers from the app just like they are able to view from online. There is no way to switch...
Marissa Ryan about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Already exists

Alter wording for Registration added fields

Clients are thinking that "added fields" to the Leads Registration is going to carry over to the active student profile based on the current wording that the "data will be saved to the profile." The current wording seems misleading. It will be wit...
Kami Lee about 1 year ago in Online Ideas Workspace / OL - Leads 0 Already exists

Change default screen for Activities to filter on Weekly

For many months the Daily Activities screen has issues with displaying activities for Approval. We suggest clearing the cache, but this doesn't always work and is a lot of extra work for users. However, the Weekly filter seems to work much faster ...
Rob Relf over 1 year ago in Online Ideas Workspace / OL - Daily Activities 0 Already exists