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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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Subsidy Reporting

Centers need to be able to track the amounts they invoice, receive as payment and write off on Subsidy account ledgers. Currently, the only report that shows subsidy ledger info is Ledger Detailed Transaction. It does not include descriptions and ...
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Reports 3 Shipped

Canned Reporting Enhancements 8 - Emergency Cards

To satisfy the requirement of Primrose’s safe school plan as well as state requirements for similar physical records required to be maintained in classrooms, on buses, and/or at the front office, consolidate all individual allergy/emergency requir...
Elliott Tarrant almost 3 years ago in Primrose Private Ideas / Reporting 0 Shipped

Send Staff Messages to Specific Room(s)

Currently centers only have the ability to send messages to individual staff members. Primrose is requesting the ability to send staff messages to a specific room(s) so that all staff associated with that room can see the message.
Elliott Tarrant almost 3 years ago in Primrose Private Ideas / Staff 0 Shipped

show age along with date of birth in reports.

Birth date along with child's age.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 1 Shipped

Option next to individual lead in list view and on the lead details page to immediately create and send an email message to the parent.

Reduce the time required to communicate with an individual lead as lead messages are usually one to one
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Shipped

Allow newsletters to be used to message families of one or multuple statuses

Allow schools to communicate with 'pre-registered' families under the On Hold status
Jack Pearson about 4 years ago in Primrose Private Ideas / Newsletters 0 Shipped

Ability to set a default reply-to address for newsletter and other school-generated emails to enrolled families which, if enabled, would direct all non-lead CRM email replies to the defined address

I can set up a shared inbox where all assigned team members can correspond with enrolled families
Jack Pearson about 4 years ago in Primrose Private Ideas / Parent Communication 0 Shipped

Ability to schedule tours with leads from within the Lead CRM on a calendar that can be linked to an external (outlook) calendar

Allow administrators to visualize their existing schedule for school tours when scheduling a new tour
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Shipped

Ability to enter Doctor and Dentist information for students

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Jack Pearson about 4 years ago in Primrose Private Ideas / Reporting 0 Shipped

Ability to create and send a Lead CRM emails directly from the lead list view or the lead details screen

Facilitate communication with a single parent utilizing existing templates rather than having to go through the several step process of creating an email to a group when the intention is to only select one.
Jack Pearson about 4 years ago in Primrose Private Ideas / CRM 0 Shipped