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Online Ideas Workspace

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Add images to incidents

Ive had a handful of centers ask for a way to streamline the incident report option by adding pictures of the incident with the sharing of the activity. At the moment, i have told them to send pictures separately but that doesn't complete the inci...
Jose Arias about 10 hours ago in Online Ideas Workspace / OL - Daily Activities 0

Allow Users to remove Billing Type New Item from Invoices/Plans

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.
Beth Carlin about 11 hours ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin about 12 hours ago in Online Ideas Workspace / OL - Billing & Accounting 0

Remove Pin from Corporate Dashboard

The corporate portal displays the staff pin, however that does not push down to the schools. Can we remove that field please? It has caused confusion for customers.
Guest about 12 hours ago in Online Ideas Workspace / Other 0

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 30 days ago in Online Ideas Workspace / OL - Newsletters 0 Future consideration

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

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 4 days ago in Online Ideas Workspace / OL - Newsletters 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