Procare Solutions Internal Ideas Portal
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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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Create a deposit ticket report to show all payments (sorted by type) posted to accounts on specified date

creates a control to ensure all payments are accounted for each day as well as allows easier reconciliation of when payments were accepted and can be expected to be deposited into bank account
Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0

Convert DOB into age in years, months on reports, within the lead record, and in the lead list view

Eliminate the requirement for manual determination of age off DOB when trying to plan and communicate for specific classroom openings
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Be required to enter withdrawal date/select withdrawal reason from a list managed by PSFC when updating status from Active to either On Hold or Inactive.

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Jack Pearson about 4 years ago in Primrose Private Ideas / Student Profile 0

be able to receive completed and signed enrollment forms

I can file current documentation
Jack Pearson about 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Assign a unique ID witin the Room ID field in the DB for staff assigned to all rooms rather than a 'null'

Make it possible to appropriately identify staff positions within API data
Jack Pearson about 4 years ago in Primrose Private Ideas / API 0

Allow view to student sign in independently from 'transfers' on the dashboard.

Make it possible to identify how many students have been signed in by parents that day. Present the transfer activities differntly in the UI than the sign in/out activities even though they are technically the same kind of activity�.
Jack Pearson about 4 years ago in Primrose Private Ideas / Attendance 0

Adjust the financial information on the family account page to only indicate amounts for the current billing cycle

Provide more relevant information to those that need it as all-time cumulative totals provide almost no value
Jack Pearson about 4 years ago in Primrose Private Ideas / Dashboard 0

Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard

I can effectively manage my leads and team's performance with prospect to parent through visibility to conversion rates (possibly by age group), upcoming tours and tasks for the school or filterable by team member, Average Status in Days, Average ...
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to view and sort leads within Lead CRM by age

Easier manage leads based on age
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0

Ability to update email addresses for parents and staff without being required to completely delete/remove the account

Allow email address updates withou resetting sign in PINS and re-inviting.
Jack Pearson about 4 years ago in Primrose Private Ideas / Staff Profile 0