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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 1017 of 1017

Select an option to include DOB on classroom or school sign-in/attendance sheets

comply with NH (& other) state requirements
Jack Pearson about 4 years ago in Primrose Private Ideas / Attendance 1 Will not implement

SEE NOTES: When processing a refund via LeadCRM, always record the refund transaction as a balancing adjustment dated 'today' rather than adjusting the orignal transaction.

Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

Require a status when entering a new lead manually automatically mark all existing leads without a status as New

All leads are associated with a status
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Remove "Amount Paid" from the top of the accounting section

This metric provides no value as it is cumulative. It also exposes financial information to staff not privy to this information.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

Online/digital registration forms including a modifiable core structure to collect key data from parents enrolling their students - Must include digital document and signature support (Data collection, official document sharing, document execution)

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

Notification to leadership if a child attends on a day they are not scheduled

Maintain visibility if a child is signed in on a date they are not scheduled to attend so the school can bill them appriopriately
Jack Pearson about 4 years ago in Primrose Private Ideas / Attendance 0

link child program/classroom/status to contract charges - no separate contract charge entry (if one changes, they all require updating or update automatically.)

Remove errors where active children aren't being charged because the contract charge is missing and link schedule to billing to ensure accurate FTE
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0

Lead Lists, Lead Reports should all be Prospect name, Contact info., child's name. Prospect is who the school is contacting through a CRM, not the child/student.

High Priority. Can possibly be helped with prospect form built as needed in KL.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Lead List. Have parent name, child name, contact info; phone number and email. Ability to sort each of these columns on the lead list.

Easier to navigate/sort leads when working through them
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Improve UX for Parent Connection - Newsletters

FO/Leadership is able to easily review and select from/use email templates populted by the corp portal - Edits to those templates for each send (adding images, links, signature, etc.) is easy an intuitive
Jack Pearson about 4 years ago in Primrose Private Ideas / Parent Communication 0