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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Showing 1054

Include Event Rooms in FTE Option

currently we setup summer with events so they are not billed with the daycare rooms. FTE is not included with events so these need to be calculated by hand during the summer months. It would be great to have a config option to include the events i...
Guest almost 4 years ago in SCW 0 Will not implement

CCCAP Integration

A possible integration with CCCAP was discussed a few years but nothing came of it.
Mike Mercer almost 4 years ago in SCW 0 Already exists

Better HTML Formatting to accommodate backgrounds and logos

Tried to format templates with a background and logo, but continue to have problems with the scaling.
Guest almost 4 years ago in SCW 0

Visual Update/Refresh on the Parent Portal Registration

Having an updated visuals and flow through the process would be a better customer experience.
Guest almost 4 years ago in SCW 0

Payment Method added to One Sheet

No way to determine payment type on the One Sheet report. Makes doing bank reconciliations impossible. Would like to have the One Sheet Report identify payment type in a new column. (Credit Card, ACH)
Guest almost 4 years ago in SCW 0

Third Party Agency - Financial Impacts

There are several items that impact the financial ledger and are either not fully working or are not available features in the system. 1. Absent days should not impact parent ledgers, only subsidy ledgers. 2. Absent days should be tied to the Thir...
Guest almost 4 years ago in SCW 0 Planned

Update Email Template Help Doc

Found this help article, which is great, but it seems to be out of date. It would be much more helpful if it were updated with the current default text. It would also be helpful if there was a description of what triggers the email/when it is sent...
Guest almost 4 years ago in SCW 0

Daily Insite Summary & Audit Report

There is only one report for the daily insites. Brightpath would like to start using the insites but would like a summary of this data. They would like to know how many insites were entered per day per room. They would also like to know which staf...
Guest about 4 years ago in SCW 0

Trigger move to ENROLLED status in CCRM from DCW

Currently there is no way for CCRM to know that when a PRA is added in DCW, the child status should be moved to Enrolled
Rachel Kingstrom about 4 years ago in SCW 0 Will not implement

The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family

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