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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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Split Family Ledger Allocation

Add way to identify fees that are not fully split between sponsors on the combined ledger
Kristina Gass over 5 years ago in SCW 0

Connect > Email Search Options

Add ability to search by family name and child name for email search results
Kristina Gass over 5 years ago in SCW 0

Add prompt for required document checklist uploads

Document checklist uploads were recently added - It appears that this feature does not currently have an option to prompt parent if they are missing a required document type. Are we able to add in a pop-up notification, similar to the re-confirmat...
Kristina Gass over 5 years ago in SCW 0 Will not implement

Display Upcoming Birthdays in Dashboard

Customer ties Tuition to the Student's Age. They wish to have a display on the dashboard to track when they need to update recurring plans.
Zachary Keith over 3 years ago in Online Ideas Workspace 0

Ability to send emails through Communication using staff email addresses

It would allow for more clear communication and keep parents from deleting emails/thinking emails are spam.
Guest over 3 years ago in SCW 0 Already exists

Multiple Discount descriptions on a child

We offer multiple discounts to families & Promo rates to families. We are not able assign different discount types or additional promo discounts. This will allow us to report discounts being used accurately. We were able to have multiple disco...
Guest over 5 years ago in SCW 1 Will not implement

Weekly query/job needed to look at ach transactions for fraud markers

Due to a fraud action by a customer using ACH via TE, we will need to have a weekly job ran that scrapes all ach transactions and looks for ach rejects with the following characteristics. Rejects for: No Account, Invalid Account exceeding 35% of a...
Jason Tarrant almost 2 years ago in TE Transactions / Operational Efficiency 2

Split family-When a child is added to a program for a day in the Parent Managed Calendar by on site staff or Customer Service, have a pop up that asks or reminds us to assign the payment to a parent.

**Not sure the Area of Request is set for the right spot but this would be for when we are working on our computer in DCW. When we do not know that a family is split and we add a day in the Parent Managed calendar, we have to go into the Financia...
Guest over 5 years ago in SCW 0

New smart phone application for Staff.

More convenient way for staff to access/update information.
Guest over 5 years ago in SCW 0 Will not implement

Add family or child ID to financial reports such as the specific credit and charges report

This would enable me to look up charges I might be questioning immediately instead of searching though the 20 Brown families that attend a specific site.
Guest over 5 years ago in SCW 0