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.
TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...
At the Business Level >> When you go to Payments > Payments/Adjustments and search Adjustments. They do not come up with the Location or Family ID. The Payment Export has these fields but not the adjustments
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
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.
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Planned
