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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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Improve UX for messaging

Leadership with permissions do not need to visit multiple areas to send a message
Jack Pearson about 4 years ago in Primrose Private Ideas / Parent Communication 0

Improve UX for Lead CRM email

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 / CRM 0

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

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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