Procare Solutions Internal Ideas Portal
Customer would like a system where they would be able to 'archive' legacy charge/credit descriptions that are no longer in use.
The current Charge/Credit Descriptions window inside of System Configuration > Accounting Management > Family Accounting > Charge/Credit Descriptions displays all descriptions that exist, and this becomes problematic for older accounts that have years worth of legacy descriptions that are no longer used.
Best practices may include using the arrows for organizing the order in which the descriptions appear, and using exposure settings to hide legacy descriptions from end-users, but these practices do not address situations where there are dozens (or more) descriptions, most of which are not in use and will not return to use.
Administrators want to be able to quickly see which descriptions are actively in use, and not scroll forever to look for descriptions that are in use.
The customer was asking for a separate window, or tab to 'archive' descriptions which are not exposed to any location, but a similar outcome could be achieved by allowing users to filter the descriptions page based on exposure settings (or lack thereof).
| 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?
Customer has an absolute ton of old CC descriptions that they have to wade through and would like to save administrator time by having a way to set legacy descriptions out of the way so that they can manage active descriptions more efficiently. |
|
| Requesting Customer | Children's Lighthouse - 44507000 |
