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Rounding on Time Card Summary

Center would like to see time card rounding on time card summary reports
Owen Carlson about 3 years ago in Procare Desktop / External 0 Will Not Implement

Add Proxy awareness for DT, captcha, release schedule

Customer at this center wants proxy awareness and would help significantly. He is saying releases affect his computer and needs to re-setup his firewall rules every time. His other suggestion was for the release process let customer know in advanc...
Andrew Schreiber about 3 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Better organization of stored merged letters

When using merged letter. If a center chooses a saved letter, they see all letters that have been stored. The problem is that if its a multi site, they see all stored letters for all sites, which is very cumbersome to have to scroll between Letter...
Gregory Wilson about 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Recurring Payments options ACH/CC

Procare should restrict the user from being able to select ACH or CC from the Recurring Payments Request feature. Current model will present check boxes, proposed solution is to fold this configuration into TE01 or similar support download, giving...
Shannon Nowak about 3 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Unified Logging Library for Procare

What: create a library that compiles to a .dll that can used on all projects. Why: This will help in triaging issues coming from customers. Save time and resources investigating. Logs are lacking consistency, details, ability to set different lo...
Deleted User over 7 years ago in Procare Desktop 1 Will Not Implement

when you select a LOST status for a lead, To be able to Track why opportunity was LOST from a series of drop down choices. Franchise can change status to Lost for Prospect and then select the reason for lost. See tab 3.

to be able to track what happens when a prospect is lost
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0 Planned

To link program/tour calendar to an outlook calendar or other in the school

keep track of my schedule
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

To have a report which tells you how many leads in each status, conversion % and next steps/appointments

Falls Under Reporting
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

The new Task should have reminders for the schools to see what action they need to take. Can be part of the calendar, setting reminders. Would all have to be on outlook for this to work.

Reminders for new, outstanding tasks.
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Require a status when entering a new lead manually automatically mark all existing leads without a status as New

All leads are associated with a status
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0