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Desktop User Suggestions

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Feature request - payee email address in "Email Report as PDF"

Hello, I often have to make a change to a family billing ledger and send an updated report by email. Each time I do this, I have to manually copy and paste the primary payer email into the To: field in the email dialog box. 99% of the time, when I...
Guest 4 months ago in Desktop User Suggestions 0

We would like to suggest a new Standard Report which will be used on a regular basis as a classroom directory with less sensitive information.

With parents becoming increasingly more cautious with the information they share, we would like a report that can be generated as a classroom directory that ONLY includes the following information: 1) Child's name 2) Parent(s) Name(s) 3) Parents' ...
Guest 4 months ago in Desktop User Suggestions 0

Child Relationship Import

When importing contacts/payors, the relationship defaults to UNKNOWN and has to be re-entered. Once the relationship is established, you shouldn't have to re-enter it once imported into siblings profiles.
Guest 4 months ago in Desktop User Suggestions 0

Filter Immunization / Requirement History report by date

Be able to select only a certain year of requirement history
Guest 4 months ago in Desktop User Suggestions 0

Allow full dates to be sorted in data viewer reports

You can only sort a data viewer report ascending or descending which only picks the first number of the date which is the month. Allow the option to sort data viewer reports by the full date including the year example: 10/9/2024, 11/10/2024, 1/6/2...
Guest 4 months ago in Desktop User Suggestions 0

Parents can add, delete, edit "relationships" section (pick up people list) at any time.

Parents should have control at all times over who is on their child's pick up list. They should be able to add, remove, and edit people and their contact information throughout the year, not just during registration.
Guest 4 months ago in Desktop User Suggestions 0

Be able to add tracking items and user defined fields into the same data viewer report

It would help to create better reports if you could add tracking items and user defined fields into one data viewer report. Also, be able to add account user defined fields and child user defined fields into one report.
Guest 4 months ago in Desktop User Suggestions 0

It would be great if when you pulled up an account to issue a Standard Customer Stmnt or any report the email of the account you are in would automatically populate with the email

In addition, it would be wonderful if it copied me (the administrator) on the email.
Guest 9 months ago in Desktop User Suggestions 0 Future consideration

Sync staff timecard to desktop or allow import

Staff times should either sync to desktop or allow us to export manually from oniine and import to desktop. So many good reports are on desktop and we can't use them.
Guest 9 months ago in Desktop User Suggestions 0 Planned

Ledgers - Comment Description lines

It would be SO helpful to be able to click on the word "Comment" and be able to move that line over so that I can read the full comment. There is no way to expand that, but I can't read what week #'s these are for so I have to go to their child lo...
Guest 4 months ago in Desktop User Suggestions 0