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Primrose Private Ideas

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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 about 4 years ago in Primrose Private Ideas / Reporting 0

when you select a LOST status for a lead, To be able to Track why opportunity was LOST from a series of drop down choices. Franchise can change status to Lost for Prospect and then select the reason for lost. See tab 3.

to be able to track what happens when a prospect is lost
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Planned

To see which email addresses bounced and have the ability to manually correct them

Keep current contact lists clean.
Jack Pearson about 4 years ago in Primrose Private Ideas / Newsletters 0

To link program/tour calendar to an outlook calendar or other in the school

keep track of my schedule
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

To have a report which tells you how many leads in each status, conversion % and next steps/appointments

Falls Under Reporting
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

The new Task should have reminders for the schools to see what action they need to take. Can be part of the calendar, setting reminders. Would all have to be on outlook for this to work.

Reminders for new, outstanding tasks.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Support for deposit collection, tracking and application to a balance

Enable long term holding/tracking of deposited amounts per family
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0

Students not scheduled on a specific week day should automatically be marked as absent

Quickly see and understand that the student is not expected that day.
Jack Pearson about 4 years ago in Primrose Private Ideas / Attendance 0

Select an option to include DOB on classroom or school sign-in/attendance sheets

comply with NH (& other) state requirements
Jack Pearson about 4 years ago in Primrose Private Ideas / Attendance 1 Will not implement

SEE NOTES: When processing a refund via LeadCRM, always record the refund transaction as a balancing adjustment dated 'today' rather than adjusting the orignal transaction.

Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned