Ideas

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...

Marketing made this Battlecard for SWC: https://procaresoftwarellc.sharepoint.com/:p:/r/sites/Marketing/New%20Brand%20Document%20Libary/Competitive%20Intelligence/Brightwheel%20Intel%20-%20Product,%20Videos,%20Publications%20%26%20Assets/Competiti...

SCW AMs would like reporting on how many centers/which centers are using the following features: Registration 3rd party billing Insight app

Data we'd like to see: Company ID Root ID Center Name Last activity in https://www.tuitionexpress.com/ Interaction with merchant statement How many families are paying via the website in a given date range I'll be very honest that I do not know mu...

Customers are requesting automated deployment of the Procare Installation .exe. With enterprise customers who are growing quickly, manually running the installer is not feasible or efficient for them. They are looking for an MSI installation file ...

Kiddie Academy Kent Island - 35347264 Customer is very interested in having a merge letter created that provides parents name, child's name, and vaccine(s) due. They would like to be able to send this to parents and it show all of the immunization...

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...

Endeavor Schools 95003907 Customer has requested an enhancement to the 'comment' field in the Agency Payment screen, that the width of the field be widened in order to display the full text in the comments.

Kiddie Academy Tadpoles extra does not allow for future enrollment dates to be saved ahead of time if the student is already attending. If a currently enrolled student has a future break recorded on their enrollment status it will cause the studen...

This is in line with the "ELT OKR Dashboard" initiative. Product has a ppt. of Monthly metrics that is sent to ELT and is used to track their success and progress. Put the data in these slides into an Power BI report that can be viewed by elt and ...