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Online Ideas Workspace

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Update delivery status for newsletters to align with lead communications

We would like to request an enhancement to the way newsletter delivery status is displayed in Procare. Currently, when a newsletter is enqueued for background sending, the front end immediately shows it as "Sent." However, this is misleading, as t...
Brian Bistline 29 days ago in Online Ideas Workspace / OL - Newsletters 0 Future consideration

Add CC option to Newsletters

Customer would like an option to CC Specific Staff each time a newsletter is sent.Overall they are asking for a field where they can default who receives a copy of a newsletter each time a newsletter is sent
Beth Carlin 3 days ago in Online Ideas Workspace / OL - Newsletters 0

Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman 9 days ago in Online Ideas Workspace / OL - Notifications 0

Update Password Reset Email Wording

The password reset email currently instructs users to "reach out to the team" if they did not initiate the reset request. However, there is no meaningful action customer-facing teams can take in these cases beyond informing the client that anyone ...
Tessa Robinson about 2 months ago in Online Ideas Workspace / OL - Notifications / Other 0 Future consideration

Online KinderSystems Integration Error Surfacing in the UI

In Support, we have received over 150 calls since 2024 regarding KinderSystems sync errors, where the customer cannot tell what is causing the transmission or matching error. They are presented with a generic "Error" with no way to validate what t...
Shannon Nowak 3 months ago in Online Ideas Workspace / Other 0 Future consideration

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 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0 Already exists

Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline about 2 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

State of California Attendance Reporting

Buena Terra Elementary School in California is required to submit the following report to the California Department of Education to report on After School enrollment and attendance counts. Attached is a sample of the report. They are required to f...
Shannon Nowak 9 days ago in Online Ideas Workspace / OL - Reports 0

Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...
Brian Bistline 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information