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Pinned ideas

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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Notification sent to school when a payment is made

The Preparatory School-Dripping Springs - 35665535 Customer would like the option of an explicit notification to be sent to the school when a parent's payment is successfully processed through TE OR when a parent signs up to use TE.
Jesse Hartman almost 2 years ago in TE Transactions / Operational Efficiency 0 Future consideration

formulas for credits

I would like to be able to provide percentages off of invoices for certain families. It would be great to be able to input credits for family discounts, employee discounts, etc. And jus t put the percentage and they system calculate the amount.
Guest 12 months ago in Desktop User Suggestions 0

Remove Unknown from gender for both child and parent

Please remove the option of U for unknown from Child and Parent. This is confusing and not necessary.
Guest 12 months ago in Desktop User Suggestions 0

Communication search criteria broken up based on schedule start date

The system does not currently allow for email communication to be sent out to a group based on schedule start date. For an organization with over 2000 families, it is not possible to go through each student manually and determine if they need a we...
Mike Mercer 12 months ago in SCW 0 Future consideration

Exception Report

an exception report if a payment did not post in tuition express. we are finding more payments missed due to user error or a glitch.
Guest almost 2 years ago in SCW 1 Already exists

Ability to change wording in invoice email

Customer does not use TE because they are affiliated with a church that uses its own payment processor. The wording that goes out on the invoice email to parents is very confusing, because it prompts them to pay in the app, which they don't do. Th...
Shelby Hansen almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Third party hardware integration

Customer provided feedback about our current physical access hardware (feedback relevant for both KES and FPR). Customer understands that we are planning to build physical access hardware in the future, but needs a contactless option now. They wan...
Jesse Hartman 12 months ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Ability to change parent information after existing families register in the connect portal

Existing families often have information change and right now they cannot edit/update that info during a registration on the connect portal
Mike Mercer 12 months ago in SCW 0 Future consideration

Reg form- needed on corporate accounts

After months of waiting, we are very excited that registration forms are finally available. I however, learned that this feature is not available on the corporate account. Consistency is key for multi-site management and this a much-needed feature...
Guest 12 months ago in Desktop User Suggestions 0

Waitlist Export to Excel Report to include Grade Level Information from SCW

Currently, the Waitlist export to Excel Report includes Grade information coming only from New Registrations/New Families (those who do not have a Family or Child ID) When pulling the report there is no Grade information data for those with Grade ...
Zaid Gleisberg 12 months ago in SCW 0 Future consideration