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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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    Desktop Email Service Reporting Enhancements

    Marketing wants to have the ability to view the historical data for the Email Service Provider page of the report to help them see historical trends in growth of adoption (to measure against adoption that shows after we add more marketing efforts)...
    John Margheret almost 3 years ago in Data Platform / Power BI Report 0

    Add Company ID and Root ID filters to Desktop Extras reports

    This will allow me to get total usage across a company and drill-down by center, without having to export.
    Anastasia Goggins almost 3 years ago in Data Platform / Platform Improvements 0 Planned

    Batch Recurring Payments Feature

    Currently Recurring Payments feature is only able to be sent individually to parents, and user would like to be able to send to a batch of parents
    Owen Carlson almost 3 years ago in Procare Desktop / External 1 Already exists

    Add FTE information to Corp Data Viewer Report

    Add FTE data to below report. Corporate Data Viewer > Family Data > Child All Enrollment Status ((Pre-Registered & Waiting List : Enrollment Status)) On a monthly basis, I essentially want to reconcile our Sales Commissions for the compa...
    Elliott Tarrant almost 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

    Full Health/Allergy Details for Centre - PDF

    Request to have a version in Excel so we can filter certain criteria.
    Guest almost 3 years ago in SCW 0 Future consideration

    Outstanding Balance Report

    Add State or Subsidiary behind the location
    Guest almost 3 years ago in SCW 0 Future consideration

    Family Note - Add User Stamp

    On the family notes section, it is time stamped, but if it could also add the user that made the note
    Guest almost 3 years ago in SCW 0 Future consideration

    add multiple tables to data viewer (FD and FA)

    Customers have to run different data viewer reports for Family data information and Accounting information. Customers need to the ability to capture Family data information (traking, User defined,Basic info) on the same report as financial informa...
    Elliott Tarrant almost 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

    Create an adjustment import for transactional clients. We currently have an adjustment import for defined billing clients. There are situations where a mass credit is needed. The credit may be a percentage off or it could be differing amounts for each family. We need an additional way to do mass credits.

    We currently have the ability to import adjustments for defined billing clients. We should have a way for transactional clients as well. In cases where billing has already posted, users cannot issue a mass credit unless it is done by room/program ...
    Guest over 5 years ago in SCW 0 Future consideration

    Provide an alert if a withdrawal date is added but there is an open prepaid deposit

    Due to centres entering termination dates, at times prepaid deposits get missed. It would be nice to have a notification pop up or not allow a termination date to be entered, due to a prepaid being in an open status. Even better for our team would...
    Guest over 5 years ago in SCW 0 Future consideration