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.
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...
Auto populate Tuition Express ID in Salesforce Accounts
Currently the only place to find a Tuition Express account number is in BAM. Adding this field in Salesforce would benefit multiples teams/depts. It would be important for this TE ID to only be visible in SF once a TE account status is "Pending/Pr...
Staff vaccination/immunization grid and other required information
There is currently nowhere in the system to enter staff vaccinations or other information like Fingerprint Date, Flu Shot Date, Covid Shot Date and CANTS Date.
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...
Return payment fee applied when ACH return payment applied
The fee applies with no GL code attached. So when we import the general ledger (QuickBooks report from DCW) report it does not have a code. So this feature can't be used.
Whenever there is a professional developmeent day or non-school day, there are often full day camps that offer care for children. These days, staff must chage the late pickup fee hours at each site. This is a very time consuming, manual process fo...
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...
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Already exists
