Skip to Main Content
Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Primrose Private Ideas

Showing 96

Improve UX for activity management

Leadership is able to review, edit, approve, or delete group activities as a single entry
Jack Pearson about 4 years ago in Primrose Private Ideas / Activities 0

Geostamp completed form and document submissions

Security driven
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0

For staff managing student attendance and sign in/out - when sign out is clicked provide a pop-up asking �You are about to clock children out. Are you sure you want to proceed?�

Avoid accidental sign outs throughout the day
Jack Pearson about 4 years ago in Primrose Private Ideas / Attendance 0

Expose UUID shared with Lead Inquiries from PSFC website within API

(blank)
Jack Pearson about 4 years ago in Primrose Private Ideas / API 0

Ensure all critical data points are captured against families, staff, and leads through new and existing fields with certain items being mandatory to collect

Important/required information can be printed on the appropriate documents, viewed within the app/website at the school, and accessed via the API for business analysis
Jack Pearson about 4 years ago in Primrose Private Ideas / Technical/Data 0

enrollment paperwork that can be completed fully online

allow parents to complete enrollment paperwork online
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Critical reporting for Prospect Manager/Lead CRM

Reporting List: CCM Provided schools the ability to modify these reports . Active Lead List, Average Status in Days, Average Status Transition Time, Lead Child Birthday, Lead Sources, Loss & Conversion, Oldest Statuses, Status By Month, Tours ...
Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0

Create a report to pull all instances of a specific preset (discount or subsidy) item within a defined time period

I can easily reconcile and correct billing errors
Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0

Create a deposit ticket report to show all payments (sorted by type) posted to accounts on specified date

creates a control to ensure all payments are accounted for each day as well as allows easier reconciliation of when payments were accepted and can be expected to be deposited into bank account
Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0

Convert DOB into age in years, months on reports, within the lead record, and in the lead list view

Eliminate the requirement for manual determination of age off DOB when trying to plan and communicate for specific classroom openings
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0