Procare Solutions Internal Ideas Portal
-Customer funded queue-
Customer is asking for a dropdown menu within the ledger screen that contains the children who are associated with the account. They wish to do this in order to link a child to a transaction without using a text description in the comment field.
They do not want any existing reports modified to include this new dropdown information. They do want a custom report built that will show this information (separate Aha submission - DESK-I-271).
They would like the default selection to be blank, indicating no child is linked or associated with a transaction.
This is intended as a visual representation for the user who is looking at the ledger, and for anyone running the custom report mentioned above. They understand that the accounting in Desktop does not link charges to payments explicitly.
| Product Area | Center Management |
| Are customers at risk of leaving Procare without this item? | No |
| Are customers going to competitors for this item? | No |
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How does this impact the customer's business?
Customer uses a variety of custom descriptions to manage security deposits in addition to the security deposit credit and debit descriptions that are already built into Desktop. |
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| Requesting Customer | 20621306 - Foray Group |
