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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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Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 1 In Review

Permission for Show/Hide Charge Descriptions

Customer would like a permission added around being able to Hide Charge / Credit Descriptions. Schools share the same IKNOver the years Descriptions have been exposed to all or multiple schools.Users with access to Charge / Credit Descriptions are...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 1 In Review

Rename surcharge to a more parent-friendly term.

The customer recommends renaming surcharge to a more parent-friendly term.Kama`aina Kids Preschool - 10859000
Beth Carlin 4 months ago in TE Transactions / Increase CC over ACH adoption 0

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account AgingPrimary & Aging Accounts @ 90 Day Aging (Bal>0) Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".Right now, the report only i...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 2 Future consideration

SCW - Auto-create 4 Digit Pins on Insites App

6 Digits is difficult for most families to remember and often requires Staff/Admin to intervene. We have transitioned many customers from Desktop/Online FE to SCW Insites and it creates a much more difficult transition if the PINS cannot be auto-p...
Dilan Roopan almost 2 years ago in SCW 0 Future consideration

Bulk Delete Lesson Plans

Some customers have many lessons and need a way to bulk delete them. BAM 35842537 requested this. They have 2000 lessons they want to delete.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Recurring payment notification

Once a parent signs up for recurring payment from the link we send through Procare, it would be beneficial for us to receive an automated email that the payer has signed the agreement. In this way, we can immediately print the agreement and store ...
Guest 4 months ago in Desktop User Suggestions 0

Migrate TE email service to sendgrid

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...
Nick Sarbaum almost 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Adjust Display of Calendar in New Event Date-Picker

When a user is creating a new calendar event, the date-picker displays a monthly calendar beginning with Monday and ending with Sunday. This is confusing for those who are expecting the traditional Sunday through Saturday display. Suggestion is to...
Debbie Scarlett Foster almost 4 years ago in Online Ideas Workspace / Other 1

Ability to edit messages before approving.

If we set the Messages to require approval the only option then is to approve or delete. Client would like to edit messages before they go out. I suggested that she delete the message and then re-write to her satisfaction but then the message woul...
Guest almost 4 years ago in Online Ideas Workspace / OL - Parent Messaging 0