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.
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: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family
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
SEE NOTES: When processing a refund via LeadCRM, always record the refund transaction as a balancing adjustment dated 'today' rather than adjusting the orignal transaction.
Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.
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Planned
