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Online Ideas Workspace

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Update the "Name on Card" field validation in Online to require both a first and last name before allowing the user to save the payment method.

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...
Brian Bistline about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Already exists

Fillable Forms for E-Documents

Fillable pdf forms, where you can click into a box and just start typing, are not compatible with our E-docs system. Clients who upload these fillable forms report that their applicants have to now click "annotate" and "T" for text select the box,...
Guest about 4 years ago in Online Ideas Workspace / Other 3 Already exists

Simplify Documents feature

Client was very disappointed with the documents feature. Feels it is too complicated for the parents, needs to be very easy and clear on how to sign, add info. (I did show her the Help Center articles which help, but she thought those too were too...
Guest almost 4 years ago in Online Ideas Workspace / Other 0 Already exists

make Allergies field on registration form editable

Customer wants to be able to make this field required and currently cannot do that.
Debbie Scarlett Foster about 1 year ago in Online Ideas Workspace / Other 2 Already exists

Printable Deposit Report

Clients often request a print friendly version of reports, particularly the deposit report. Most people want some type of slip that they can use when they bring cash/checks to the bank to support them in ensuring everything is accurate.
Guest almost 4 years ago in Online Ideas Workspace / OL - Reports 0 Already exists

Flu Immunization

Flu Vaccine requirements are typically that the vax is administered in September for that year's coverage. It becomes difficult in Procare Online to configure this, as an example, a vax administered in June will not satisfy the yearly requirement.
Shannon Nowak 2 months ago in Online Ideas Workspace / OL - Student Data 2 Already exists

Labels from corp lessons need to transfer to child sites

Currently when lesson plans are entered at the corporate level, the labels that are applied are not transferred to the child sites. This was requested by The Nest School https://procaresoftware.lightning.force.com/lightning/r/Account/0011I00001Qgz...
Chasity Dorsey over 3 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0 Already exists

Physician Information Added to Reports

A report that has the child's physician would be great as this is a requirement my the state in certain states.
Courtney Masters almost 4 years ago in Online Ideas Workspace / OL - Reports 2 Already exists

Add option to select sleeping/napping positions for nap activity

Customer is looking for a way to choose between sleeping positions for students when they are napping during the 15 minute check in. The customer stated she has used this on previous platforms/competetor platforms in the past and is looking for Pr...
Kelsey Boyd 9 months ago in Online Ideas Workspace / OL - Daily Activities 1 Already exists

Alter wording for Registration added fields

Clients are thinking that "added fields" to the Leads Registration is going to carry over to the active student profile based on the current wording that the "data will be saved to the profile." The current wording seems misleading. It will be wit...
Kami Lee 11 months ago in Online Ideas Workspace / OL - Leads 0 Already exists