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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 about 1 year ago in Online Ideas Workspace / OL - Leads 2 Future consideration

List DOB for Staff as a permanent field in their profile

DOB is listed as a data point in the Staff Detailed report, but this is not a permanent field in the Staff Profile. Please make it so that it maps into the field on the report. Clients often add this field using custom fields and since it's alread...
Guest about 4 years ago in Online Ideas Workspace / OL - Staff Data 0 Future consideration

Corporate Categorized Transaction Summary Report

Customer would like a Corporate version of the Categorized Transaction Summary Report.They want to be able to run the report for all or some of their locations in one spot, rather than having to log into each location, one at a time, to run the re...
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Reports 0

API connection for Learning Beyond Paper

Customer would like API connection for Learning Beyond Paper
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments / Other 0 Needs More Information

Expanded Permissions

Customers can benefit from expanded permissions for staff, like those found in Procare Desktop. Multiple schools I've worked with have been dissappointed that they are limited to general categories, instead of features within categories; when sett...
Zachary Keith about 4 years ago in Online Ideas Workspace / OL - Permissions 1 Planned

Improve Photo editor on Newsletters

The photos you upload to the newsletters always load the photos super zoomed in and zooming all the way out is just the normal size. Uploading photos can be a challenge and they often have to work to resize before they can upload, resize again, an...
Guest over 4 years ago in Online Ideas Workspace / OL - Newsletters 2

Email/Push alerts for activities requiring approval

Allow for email and push alerts whenever an activity is created that requires Admin approval
Rob Relf 10 months ago in Online Ideas Workspace / OL - Daily Activities / OL - Notifications 2

Notifications for Parents Editing Family Records

Send notifications to admin when parents edit family records (when the toggle is on in school settings). BAM 31451827 is requesting this.
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Notifications 0 Future consideration

Have all Center level customers default to TE on onboard

Have all Center level customers default to Tuition Express upon onboard. Have all Parent Engagement centers default to Tuition Express. This would save time on the onboarding process.
Chasity Dorsey about 4 years ago in Online Ideas Workspace / Other 0

Have E-Docs automatically added for Center level customers

Currently in onboarding, the CIS has to mark to enable edocs in Queen Bee for every online customer.
Chasity Dorsey about 4 years ago in Online Ideas Workspace / Other 0 In Review