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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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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 10 months ago in Online Ideas Workspace / OL - Leads 0 Already exists

Illness Report

Client was saying that on Tadpoles they had an incident report, but also an illness report to track symptoms and such. Was hoping PE had a similar activity. I demonstrated the Name to Face Health Check and Incident and showed her those options but...
Guest almost 4 years ago in Online Ideas Workspace / OL - Reports 0 Already exists

Viewing non linked sibling ledgers from app

If a parent is paying for multiple student's services and those students are not siblings (meaning they are not linked) parents should be able to view both ledgers from the app just like they are able to view from online. There is no way to switch...
Marissa Ryan almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Already exists

Change default screen for Activities to filter on Weekly

For many months the Daily Activities screen has issues with displaying activities for Approval. We suggest clearing the cache, but this doesn't always work and is a lot of extra work for users. However, the Weekly filter seems to work much faster ...
Rob Relf 12 months ago in Online Ideas Workspace / OL - Daily Activities 0 Already exists

Exception Report

an exception report if a payment did not post in tuition express. we are finding more payments missed due to user error or a glitch.
Guest about 2 years ago in SCW 1 Already exists

Document Upload - Connect Portal - Notification Tile/Email

Have a tile on the Home screen of the admin site to notify users if documents have been uploaded by parents on the Connect Portal
Kristina Gass over 5 years ago in SCW 0 Already exists

Attendance Report Request

Average length of stay for children that have withdrawn (not counting currently enrolled studentsQualifiers:• If they withdrew for less than a month and re-enrolled and are currently enrolled, the withdrawal period would not count• If they withdre...
Michelle Lackey over 2 years ago in Procare Desktop / Internal Facing 1 Already exists

Auto populate Tuition Express ID in Salesforce Accounts

Currently the only place to find a Tuition Express account number is in BAM. Adding this field in Salesforce would benefit multiples teams/depts. It would be important for this TE ID to only be visible in SF once a TE account status is "Pending/Pr...
John Fargason about 3 years ago in TE Transactions / Reduce Resources to support TE 1 Already exists

Ability to send emails through Communication using staff email addresses

It would allow for more clear communication and keep parents from deleting emails/thinking emails are spam.
Guest almost 4 years ago in SCW 0 Already exists

Make Gender visible on Child Profile

The Preparatory School-Dripping Springs - 35665535 Customer would like to be able to see a child's gender in the children information without having to click in to the child's profile to see it. They would ideally like to see this information sit ...
Jesse Hartman about 2 years ago in Procare Desktop / Internal Facing 1 Already exists