Procare Solutions Internal Ideas Portal
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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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Ideas

Showing 524 of 1984

Ability to change status on leads

Have the ability to set the status when a lead comes thought, currently changes to active, would like to be able to set to pending
Guest over 2 years ago in SCW 0 Future consideration

Add Adjustment Reason Drop Downs On Third Party Reconciliation Screen

Establish a standard drop down list of adjustment reasons, to be required with all adjustments in the third party journal.
Guest over 2 years ago in SCW 1 Planned

Reports to be exported in a google sheet or google document instead of word or excel. District only uses google products, no longer uses Microsoft.

Now, employees have to do a few extra steps to change from microsoft to google.
Mike Mercer almost 5 years ago in SCW 0 Will Not Implement

Immunization Alerts

Currently, there is no way for the admins to know if children are due for immunizations. It would be great to see this on the Alerts screen.
Guest almost 5 years ago in SCW 0 Future consideration

Allow CVV validation for card on file payments

To add a layer of security, enable integrators to collect and pass the CVV on transactions where a stored payment method was used. Submitted via David B
Jessica Flitcraft almost 5 years ago in TE Transactions 0 Future consideration

"Contract on file" notice when new PR/A is created

"Contract on file" alert happens when a new PR/A is created even when there is no active/Current contract on file.
Guest almost 5 years ago in SCW 0 Planned

Enhance the Detailed Transaction Breakdown Report (Summary tab) to show beginning and ending sum of credit and debit balances

Allows for more effective reconciliation on a weekly/monthly basis
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

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

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

Ability for scheduled reports to run for date range, current billing period etc

Unable to run scheduled reports by current billing period, and/or date range
Melissa Winterborne over 2 years ago in SCW 1 Already exists

Autopay Holder Excel Add Brand, District & Division Filter and Column/s in Export

This report requires more filtering selections, like Brand, Division and District added. I tried to change the users access at the business level to District Manager/ Restricted, but this report still produces all centres. With over 130 centres, m...
Melissa Winterborne over 2 years ago in SCW 0 Planned