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Ability to run reports within a school as a corporate user without the report appearing in the school's history

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

Enable centers to receive chargeback notifications when Fax # in unavailable

Request received from Implementations 6/24: The FAX number on the MSA is not a required field and often centers do not have a fax. When a center does not enter a FAX number on their MSA, it use to automatically default to our 541-858-7008 fax. Tha...
Jessica Flitcraft over 5 years ago in TE Transactions / Procare Cust Support / Reduce Resources to support TE 0 Future consideration

Reconsider PA-DSS requirement

Currently, TE users are required to accept the PA-DSS terms and conditions on an annual basis in order to continue processing, we would like to reconsider how we handle this requirement to reduce support calls and streamline the processing experience
Mari Triphahn over 2 years ago in TE Transactions / Procare Cust Support 0 Planned

return larger data sets on API calls

There are two API changes that would improve our internal reporting workflow. When you get a chance, can you find out if these changes are feasible, and (if so) what effort would be required? increase the items returned per page from 200 to 500 Up...
Michelle Lackey about 4 years ago in Primrose Private Ideas 1

Provide parents a payment confirmation modal when submitting payments

To prevent parents from making payments in the wrong amount (which can later result in a failed transaction if the funds aren't available for example). The goal is to allow a parent to click "make payment" then have a confirmation modal confirming...
Jack Pearson over 4 years ago in Primrose Private Ideas / Accounting/Billing 1

The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Age report for the whole school broken down by classroom which can be run for a specific date in the past or future and provide the students' ages AS OF that date - Availabile within the CRM and for enrolled Families

So that I can understand which students will need to be in which classrooms as of a specific date allowin gme to determine where I have openings for enrollent
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

Ability to update email addresses for parents and staff without being required to completely delete/remove the account

Allow email address updates withou resetting sign in PINS and re-inviting.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Profile 0

Printable Sign In Sheets

Ability to generate school sign in sheets organized alphabetically for the whole school and not by classroom Meet requirements of Illinois and others - front desk paper sign in Select an option to include DOB on classroom or school sign-in/attenda...
Jack Pearson almost 5 years ago in Primrose Private Ideas / Attendance 0 Planned

Ability to create a weekly schedule for teachers including classroom assignments as they can be different from standard/default classroom for each teacher on a given day

I can more effectively plan and manage staffing for my school
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Scheduling 0