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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.

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Payment Note Character Limit

Currently in the family ledger when an admin goes to make a payment and enter in notes it will not limit the characters they are typing. However, when they save it will only save a specific number of characters. The client would like this to be li...
Guest over 5 years ago in SCW 0 Future consideration

Flag when a student has an IEP or 504 plan or medications

We would like notification and maybe a flag on an account has an IEP, 504 plan or medications. We need to know ASAP so we can meet the needs of our students.
Guest over 3 years ago in SCW 0 Future consideration

EDocs - alerted or notified when a family adds a document.

EDoc's - schools would like to be notified when parents upload a document via EDoc's so that they can act and proactively to take care of any items that are pending their review from parents as well as licensing requirements.
Michelle Lackey over 3 years ago in Online Ideas Workspace / OL - Documents / OL - Notifications 1 Future consideration

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 Future consideration

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 Future consideration

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 Future consideration

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 Future consideration

Alert Admin Users when parent changes their Payment Account

Schools are charged different processing fees for ACH and Credit Card Payments. The schools want to be aware of the changes in fees to expect due to the Parent switching in between ACH and Credit Card.
Beth Carlin almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Display Registration Fee under Extended should remove the entire registration fee not just the label when set to No

Currently, when setting the Display Registration Fee setting to No, it only hides the label but the dollar amount - or lack thereof - still displays.
Guest almost 6 years ago in SCW 0 Future consideration

Add date range to Batch and Report

A date range for this report instead of just a post date would allow the client to use this report when reconcililng.
Mike Mercer almost 2 years ago in SCW 0 Future consideration