Leads center additional fields, previous members can be converted to Leads after the seasons
I would like to suggest the following: 1. Have a custom field for the landing pages for the leads.2. Have the option to identify if the lead who signs up is a parent or a student.3. Have a feature that if the leads sign up there is an indicator th...
I think it would be helpful to have an option to share certain documents with certain groups. We only want to share our competition documents with those families and not the entire studio. So where there are check boxes to share with teachers and ...
Option to add parent and / or student field / name to email
Hi It would be useful (and professional) to be able to add various fields to a batch email such as 'Parent Name' and 'Student Name'. When sending emails to multiple students/parents it's clearer to add names particularly when there are siblings bu...
PIRRIE PERFORMING ARTS
over 1 year ago
in Communication
0
Please consider adding a location column under the parents section for both active and inactive parents. This will allow users to easily determine what communication to associate for each parent.
I have tried to run a income report and used the following: Income by location & Income by transaction code. These reports are not income reports, they appear to be payment reports. Please could you direct me to a report that gives me total in...
Assign leads to specific stages in the Lead Center
I would like the ability to assign specific stages for new leads based on the campaign. Example: We are receiving leads for adult class enrollments. When we import contacts and assign them to the "Adult Classes Campaign," they are automatically ta...
Could we get more "credit" options, such as Venmo, or in shop credit. We have some parents that pay in full and receive credit to use through the year and we do get some Venmo payments.
Add an info line to the studio announcements screen warning that an automatic email to everyone will be sent if the "Shared Notes Helper" is checked off under "My Personal Assistant."
I posted a studio announcement yesterday and didn't know it would generate an email to everyone. This caused a bit of a kerfuffle among bewildered account holders. I thought the announcement would just show as a pop-up when people logged into thei...
We have our dancers RSVP for the Annual Recital. It would be great if we could mark them also with an unknown option. I can not keep track of the unknown dancers currently in your system. This makes it very hard to keep an accurate description of ...