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Procare Solutions Internal Ideas Portal
Status Already exists
Workspace Procare Desktop
Categories Internal Facing
Created by Chanel Carrigan
Created on Feb 20, 2023

DC03 - Also remove Unassigned People

During a DC03 the unassigned people are not removed. So when a customer goes to add in families there is a huge list of accounts that are saved under unsigned. This causes a lot of confusion since they are doing a DC03 to start with a clean database.

From what I can tell, it seems like unassigned people should be removed during the DC03.

Product Area Center Management
Are customers at risk of leaving Procare without this item? Yes
Are customers going to competitors for this item? No
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  • Admin
    Jessica Moloney
    Reply
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    Apr 18, 2023

    Discussed this with Preston and he will be reaching out to Chasity and Chanel to discuss/review/update process if needed

  • Admin
    Jessica Moloney
    Reply
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    Feb 24, 2023

    Thanks for submitting this idea Chanel Reid - would you please give us a sense for reach if this enhancement were implemented? I.e. how many customers would benefit from this enhancement? Or in other words - how many customers in 2022 had to do additional clean up via the Unassigned People utility to remove these people because DC03 didn't? And how much time, on average, would be saved per customer if DC03 did this and these customers didn't have to do additional clean up via the Unassigned People utility?

    1 reply