Skip to Main Content
Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Clear

Ideas

Showing 102 of 1891

Move MSGR report to TE Corp Reports

Feature Request: Restricting Access to the MSGR Report Background: The Primrose Schools of South Tulsa and Midtown Tulsa, owned by Kelli Miller, have raised concerns regarding the MSGR report. Currently, this report is visible to all users marked ...
Pamela Armstrong 2 months ago in Primrose Private Ideas / Reporting 0

Include state name in Milestone data in QueenBee

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.
Courtney Iversen over 1 year ago in Data Platform / Platform Improvements 0

Wording of a User groups and permission field should be changed to view only

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...
John Michaels 7 months ago in Data Platform / Platform Improvements 0

Allow partial refunds within the Issue Refund option available for collected payments

Avoid the need to fully refund and then charge the difference
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

Allow Messaging to On Hold Families

BJ Long at Primrose School of Simpsonville at Five Forks would like to have the option to message Families that are currently in the Enrollment status "On Hold." BJ advised that the families listed under "On Hold" are their pre-registered and wait...
Guest over 1 year ago in Primrose Private Ideas / Parent Communication 0

Student Management - Report

Requested by Sarah Gillbert, an accountant at Primrose school of Lakewood Ranch Town Center in Case 01378282. We need to be able to see when students are added, when they leave, if they are being billed/not, and if their billing changed. The goal ...
Lexi Hueseman over 1 year ago in Primrose Private Ideas / Reporting 0

be able to process ACH returns through Tuition Express

Be able to process ACH returns through Tuition Express. 2. Allow partial refunds.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

The ability to delete ratio monitoring alerts in bulk

The PS of Virginaia Beach South has submitted this idea to save time when deleting alerts.
Michelle Lackey over 3 years ago in Primrose Private Ideas / Activities 0

Filter messages by staff

Centers want to be able to sort through message based on who the message was sent to, so they don't have to look at all the messages to find the one sent to them. ** Update Notes: to investigate -> Can we add this to the Online Centers report a...
Titus Gill over 1 year ago in Data Platform / Platform Improvements 0 Planned

SalesLoft Data

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...
Ekin Van Winkle over 2 years ago in Data Platform / Platform Improvements 0 Planned