Currently if a school has PE and the parent goes to Make A Payment it says that Your School Does not currently accept online payments. I have had a lot of complaints from clients that it makes them sound like they just decided not to do it. When r...
Online/Engage: Additional Control over password requirements
Creme de la Creme / KinderCare has specific password requirements.They would like Procare to either match these requirements or allow their System Supervisors to enact the additional password requirements. Minimum - 14Complexity - 3 of 4 types (Up...
When customers have questions/issues with Milestones there's no way to tell which state's milestones are already applied. The numbers give an indication but no concrete way to tell which state milestones are applied.
Create icons that display to show if the sign-in/sign-out methods staff members used were via Desktop or PE.
It would be helpful to have icons that display to show if the sign-in/sign-out methods staff used were via Desktop or PE. Similar to how we have icons that display to help centers know if parents used curbside and/or QR si/so methods.
Customer would like to add Engagement users who are not payers to see Student activities and Photos. This would be helpful in certain custody situations as well as if grandparents want access to activities and photos but should not have access to ...
Wording of a User groups and permission field should be changed to view only
Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...
Begin ingesting Event Tracker data from Desktop into PowerBI
Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
SW Revenue Percentile Blank for SCW Accounts in Salesforce
Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...