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.
We have several families that do not speak english and thought it would be really good if there was an option when a child enrolls and we are putting their information into the system and there was something we could click to say they need to read...
Authentication/verification process for digital payment filing
Customer is not currently using TE - they did in the past, but went away from it because they found more competitive rates elsewhere and were concerned about the lack of security. They've recently heard that our rates have become more competetive ...
Add invoice billing to procare desktop, allowing families to be billed to a specific invoice and then payments applied to that same invoice. The ledger is confusing for our families.
User wants a custom report that lists all charges but also breaks down and adds in billing cycles. Wants this in Corporate report Data viewer. Meeting with the customer on 5/15 to get more details. After speaking with the customer, she explained t...
There should be a way to merge parent accounts when duplicates are made.
Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.
TE Support and AM are using merchant statements in TE.com when a TE Pricing Action call gets escalated. They are using this to get the TE fees split by ACH and CC. They now know to use the 15 month summary to get that information, but also request...
2
Will Not Implement
0
Planned
