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Procare Solutions Internal Ideas Portal
Status Planned
Categories OL - Leads
Created by Kelly Kohlhagen
Created on Aug 5, 2024

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests:

  1. The Tab Names to be changeable or removeable.

  2. Ability to update default fields to make them required or not

  3. I would like for a multiple select option (check box vs radio button for your Front End developers). Currently I had to create a drop down for every possible part-time enrollment option (M,T,W ; M,W,Th ; M,W, F ; T, W, Th ...)

  4. Conditional fields (e.g. Do both parents share the same address? If no, offer a second required address field)

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  • Sirah Brautigam
    Reply
    |
    Sep 25, 2024

    BAM - 74669992

    The customer was a potential churn due to the inability to have a web store interaction via the registration form. The workaround I came up with for her was using the drop-down option and providing each of her offerings with the prices listed as well. This was a solid fix for her until we discovered you could not select "yes" under step two and have a multi-select on the drop-down. This was an issue because she needed to be able to view this data in her Leads dashboard for ease of use. The only way to have that data show up is by selecting "yes" under step two.