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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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Remove the word “unsubscribe” from Emails

The client is currently troubleshooting an email issue where admins are not receiving emails when parents reply back to an SCW sent email. We determined that these notifications are not going through to admins because they are getting flagged by B...
Robert Skylis 8 months ago in SCW 0

Immunization Alerts

Currently no alerts when immunizations are missing or overdue Currently Report Type "Alerts" Option to add drop down for "Due" as currently Alerts only show those with missing data in field not overdue
Kaly Nasiff 9 months ago in SCW 0

Powerschool Integration for SCW or Online

Many large school districts utilize Powerschools as their SIS. They are specifically looking to work with CMS that integrates their experience and updates student data between the two systems in real time. This is a deal-breaker for several deals ...
Kaly Nasiff 11 months ago in SCW 0 Planned

Power BI Pricing Action and Structure Report

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 ...
John Margheret about 2 years ago in Data Platform / Power BI Report 0 Planned

Future FTE Report - Monthly Average

On the Monthly FTE Report, adding a column for monthly average or setting a whole new report that has monthly average.
Guest over 2 years ago in SCW 0

Payments > Payments/Adjustment

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
Guest over 2 years ago in SCW 0

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

To see which email addresses bounced and have the ability to manually correct them

Keep current contact lists clean.
Jack Pearson about 4 years ago in Primrose Private Ideas / Newsletters 0

To link program/tour calendar to an outlook calendar or other in the school

keep track of my schedule
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

To have a report which tells you how many leads in each status, conversion % and next steps/appointments

Falls Under Reporting
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0