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.
BGCWPA has requested a report to pull the following data fields with the ability to pull by location and by programs. -Child First and Last Name, Student ID, Date of Birth, Gender, Age, Race, Ethnicity and Guardian Name *The existing OMER report i...
Enhance Discount Logic To Prevent Centers from Unintentionally Removing Discounts from Family Accounts
Problem: Discounts are being unintentionally removed from family accounts by Cadence administrators. This applies to all discounts that are applied from the business level that are not available/visible from the center level. It is a business requ...
For the report Monthly Centre Summary - PDF, if this can be converted to Excel and then on each tab have the centres under the filter brand. Or add the brand as a filter for the PDF and they each create on one page
Client needs to be able to pull and export the following data fields in report format: Child Name, Center, Health Insurance (Yes/No), Policy Name, Policy Number, Insurance Phone
Client needs to be able to pull marital status data. This information will also be needed within their annual reports. *If its easier to add to an existing report with parent data, that would work. (For example: Child Directory)
Scholarship redemption uses valid value code DSCT when it is used at check out within the new registration page. However, it is coded as SCHL when redeemed at check out within the parent portal. Can they be combined to all fall under the same vali...
We would like to be able to send individual emails from the family account level
It would be great if there was an option to send an email from the "Communication" tab, seems the most logical place. Above the list of past communications, a little envelope that you click to send them a personal email, you should be able to clic...
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