Procare Solutions Internal Ideas Portal
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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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saving methods of payment

Please change the online portal so that a person can store more than one form of payment at a time. It's very frustrating to have to reenter it every time I want use a new form of payment and go back to it the next time I pay.
Guest over 1 year ago in Desktop User Suggestions 0 Needs More Information

Add compliance checklist

Look at 1Place Compliance and add something similar so that providers do not need additional software.
Guest over 1 year ago in Desktop User Suggestions 0 Needs More Information

Add a Time Stamp on reports with the date stamp.

When running reports especially when closing you may run several of the same. It helps to know what the most current report is.
Guest over 1 year ago in Desktop User Suggestions 0 In Review

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...
John Fargason over 3 years ago in TE Transactions / Reduce Resources to support TE 1 Already exists

Share lesson plans with parents

I just finished a training with a client and she was disappointed that she is not able to share lesson plans easily with the parents from the website. Maybe setup like how you can share the meal plans with parents?
Guest about 5 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 1

Enhanced Ledger Lock functionality

The request would be to add an option under the 'Recurrence Type' menu for the 1st business day of the month, or to have Ledger Lock calculate weekends and configured School Close Dates when determining grace periods. Their intent is to lock the l...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Convert lesson plans from competitors

A tool or additional server (they we can charge for) to convert lesson plans from Tadpole, Brightwheel or any other PE into Procare. Preschool 2 me can pull over lesson plans from Tadpoles via a word doc. This would be a win for converting centers...
Shawna DeVore about 5 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Move Auto Bill to Front End Config

Currently we need to submit a ticket each time someone wants to turn their auto bill on and off. This takes an unnecesary amount of time to request and then have someone else complete when it could (ideally) be setup like the autopay that we have ...
Guest about 5 years ago in SCW 0 Future consideration

Run reports on Tracking items that shows a list of employees who have and/or have not.

Run reports on Tracking items that shows a list of employees who have and/or do not have required forms. Example: list of employees who have forms on file and/or list of employees who do not have forms on file. Forms listed in the Tracking area. S...
Guest over 1 year ago in Desktop User Suggestions 0

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.
Guest over 3 years ago in SCW 1 Future consideration