The customer would like a way to generate an account aging report with tracking that includes children's names.
It would assist their school-age division, which is organized into districts and multiple school locations in Procare.
These locations are listed under tracking categories. We currently have two separate reports, but they would prefer a combination of the reports.
1) Account Aging and 2) Account Aging w/Tracking.
Product Area | Center Management |
Are customers at risk of leaving Procare without this item? | No |
Are customers going to competitors for this item? | No |
Requesting Customer | Kama'aina Kids |
They would also prefer an option to see if the account has an active Tuition Express Account.
I added that section as a separate ticket in case it created too much of a lift.
https://procaresoftwareportal.ideas.aha.io/ideas/DESK-I-205