Just so you know, I think that managing previews would be a very handy tool. Right now I have previews that come in from KI and people who call us or send a message through our website. I would LOVE to be able to manage all of those without the use of a spreadsheet.
Since the system sends a confirmation to the email of the registering party, adding them myself could be a problem -especially if I try to add a lead from KI, they already send a confirmation so this would be a second confirmation and perhaps confusing to the client. Not to mention, I won't have most of their birth-dates.
I have a question; Will preview families emails be included when I select "Email All Families" for a new mailing? If so, I'm not sure that I like the previews to be in our "Families" list because they may have only previewed and then decided not to join or cancelled the preview before ever attending. They will not have the experience of being a Kindermusik Family and when I send mailings to our Families, they are worded differently than mailings I send to Prospects.
Is it possible to change the coding to give owners the ability to add a preview without putting the birth-date in or sending a confirmation email? I realize that this suggestion may not be possible now or become a feature of future YV upgrades. An even better option would be if the Previews could have their own list; owners could then move a prospect into being a preview and then they could be moved into families or back into prospects or deleted altogether.