Ideas

I've had several centers with over 20 staff members. Giving them the option to add their staff members to a spreadsheet and bulk upload them to their account, would be nice and helpful too for multiple locations.

DOB is listed as a data point in the Staff Detailed report, but this is not a permanent field in the Staff Profile. Please make it so that it maps into the field on the report. Clients often add this field using custom fields and since it's alread...

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.

A customer was looking for a way to list her staff by last name rather than first, much like she can with her students. This is not an option at this time but would help the Engage platforms feel more seamless as staff default to being listed by l...

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...

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...

Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the En...