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Primrose Private Ideas

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Be required to enter withdrawal date/select withdrawal reason from a list managed by PSFC when updating status from Active to either On Hold or Inactive.

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Jack Pearson about 4 years ago in Primrose Private Ideas / Student Profile 0

be able to receive completed and signed enrollment forms

I can file current documentation
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Assign a unique ID witin the Room ID field in the DB for staff assigned to all rooms rather than a 'null'

Make it possible to appropriately identify staff positions within API data
Jack Pearson about 4 years ago in Primrose Private Ideas / API 0

Allow view to student sign in independently from 'transfers' on the dashboard.

Make it possible to identify how many students have been signed in by parents that day. Present the transfer activities differntly in the UI than the sign in/out activities even though they are technically the same kind of activity�.
Jack Pearson about 4 years ago in Primrose Private Ideas / Attendance 0

Adjust the financial information on the family account page to only indicate amounts for the current billing cycle

Provide more relevant information to those that need it as all-time cumulative totals provide almost no value
Jack Pearson about 4 years ago in Primrose Private Ideas / Dashboard 0

Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard

I can effectively manage my leads and team's performance with prospect to parent through visibility to conversion rates (possibly by age group), upcoming tours and tasks for the school or filterable by team member, Average Status in Days, Average ...
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to view and sort leads within Lead CRM by age

Easier manage leads based on age
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to update email addresses for parents and staff without being required to completely delete/remove the account

Allow email address updates withou resetting sign in PINS and re-inviting.
Jack Pearson about 4 years ago in Primrose Private Ideas / Staff Profile 0

Ability to trigger pre-registration forms individually, in batches, or in bulk to enrolled families to initiate pre-registration for the next school year.

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

Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families

Set accurate follow up
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0