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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories External
Created by Owen Carlson
Created on Sep 26, 2023

Merge Letters Select by Family instead of by Student

Center would like the ability to switch between filtering by all students on an account and just one when attempting to send out merge letters via email. They do not use merge fields and are attempting to send an email to every family with a balance due in the system.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
How does this impact the customer's business?

Adds more effort for the staff as they have to manually select one student from each of their families before sending.

Requesting Customer Lisa Courter, Conejo Valley USD Child Care, 236-147-5090
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