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Procare Solutions Internal Ideas Portal
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Corporate Portal

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SE129 - Set Mandatory fields for leads by Corporate

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...
Jack Pearson over 4 years ago in Primrose Private Ideas / Corporate Portal 0

Ability to manage withdrawal reason options from the corporate portal

1.When a lead status is changed to 'Lost', the user is required to choose a reason from a corporate managed drop-down list 2. If a 'withdrawal date' is added to a student profile, the use is required to choose a reason from a corporate managed dro...
Jack Pearson over 4 years ago in Primrose Private Ideas / Corporate Portal 0 Planned

Ability to control PSFC user roles/permissions within the PSFC corporate portal

To secure and protect sesitive functions and prevent inadvertant or intentional actions.
Jack Pearson over 4 years ago in Primrose Private Ideas / Corporate Portal 0