Ideas

When customers have questions/issues with Milestones there's no way to tell which state's milestones are already applied. The numbers give an indication but no concrete way to tell which state milestones are applied.

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...

Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...

Many of the transaction response error messages are not very user friendly, and result in confusion for our end users. Rather than having each platform transform the message into something more user friendly, we should consider enhancing these to ...

Update history tracking to include creation of new ApplicationCenter records, not just updates.

Update Maintenance to either: a) not update the center status from 940-Closed or b) do not sent maintenance if the center status is 940-Closed

Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...

Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...