Fillable pdf forms, where you can click into a box and just start typing, are not compatible with our E-docs system. Clients who upload these fillable forms report that their applicants have to now click "annotate" and "T" for text select the box,...
Client was very disappointed with the documents feature. Feels it is too complicated for the parents, needs to be very easy and clear on how to sign, add info. (I did show her the Help Center articles which help, but she thought those too were too...
Clients often request a print friendly version of reports, particularly the deposit report. Most people want some type of slip that they can use when they bring cash/checks to the bank to support them in ensuring everything is accurate.
Labels from corp lessons need to transfer to child sites
Currently when lesson plans are entered at the corporate level, the labels that are applied are not transferred to the child sites. This was requested by The Nest School https://procaresoftware.lightning.force.com/lightning/r/Account/0011I00001Qgz...
Clients are thinking that "added fields" to the Leads Registration is going to carry over to the active student profile based on the current wording that the "data will be saved to the profile." The current wording seems misleading. It will be wit...
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