Procare Solutions Internal Ideas Portal
Customers would like more data to transfer when switching from desktop to online. Currently we are limited to what is included in the FE sync. Staff time cards, billing and accounting, tracking/user defined, schedules, etc.
BAM 87028993 needs this. They need to import backend things from one OL account to another, like newsletter templates, lead automations, registration forms, and recurring billing plans.
Ledger information! We should be able to post a 'Balance Forward' at minimum.
Also immunizations