Skip to Main Content
Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

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.

All ideas

Showing 1760

Ability to change status on leads

Have the ability to set the status when a lead comes thought, currently changes to active, would like to be able to set to pending
Guest about 2 years ago in SCW 0 Future consideration

SalesLoft Data

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...
Ekin Van Winkle about 2 years ago in Data Platform / Platform Improvements 0 Planned

Make Gender visible on Child Profile

The Preparatory School-Dripping Springs - 35665535 Customer would like to be able to see a child's gender in the children information without having to click in to the child's profile to see it. They would ideally like to see this information sit ...
Jesse Hartman about 2 years ago in Procare Desktop / Internal Facing 1 Already exists

Add Adjustment Reason Drop Downs On Third Party Reconciliation Screen

Establish a standard drop down list of adjustment reasons, to be required with all adjustments in the third party journal.
Guest about 2 years ago in SCW 1 Planned

Agency Payment Comment Field Enhancement

Endeavor Schools 95003907 Customer has requested an enhancement to the 'comment' field in the Agency Payment screen, that the width of the field be widened in order to display the full text in the comments.
Jesse Hartman about 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Letter Merge Fields Needed

Letter Merge should include fields for Child Full Name and Enrollment Status Date
Shannon Nowak about 2 years ago in Procare Desktop / External 0 Will Not Implement

Attachments don't show on the weekly lesson plan, you have to open the lesson plan

If you add a lesson to the weekly plan that has an attachment, it doesn't indicate on the calendar that an attachment is present. You have to open the lesson plan to verify it's there.
Guest over 4 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Ability for scheduled reports to run for date range, current billing period etc

Unable to run scheduled reports by current billing period, and/or date range
Melissa Winterborne about 2 years ago in SCW 1 Already exists

Ability to copy a family at the business level to duplicate information in another centre

When families transfer we would like to have the ability to duplicate the account and then apply to another centre. We maintain accounts separate between centres.
Guest over 4 years ago in SCW 1 Future consideration

PDF Codes

For the health related question if a parent select "No" the PDF form will populate as N/A. The State of Michigan requires that the field reads "none" or "none known". The PDF forms that are in the system are non-compliant and thus parents fill out...
Guest over 4 years ago in SCW 0 Future consideration