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Update the "Withdraw Employee" process
Core>Users>Withdraw Employees process really needs to be updated. This should be updated to SKY interface We need a way to search the names, so we can multi-select them. Effective Date should be copied to Tenure>Date Departed, or add "Dat...0
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Create an import for employment tenure (date appointed and/or date departed)
When an employee is withdrawn, the withdraw date is NOT the date departed. We can't use a past date as date withdrawn. As a result, when we withdraw employees, we then have to go back in and edit the tenure, to change the "Date Departed" to the ac... -
Custom Access for Grandparents or Unique Parent Situations
We need more flexibility in how much "view" access we can give to family members of students. Having a blanket "parental access" that is either on or off is either too much access or not enough access in some cases, and there is no in between. For...2
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Children should appear in their parents' Relationships regardless of directory settings
According to this KB article https://kb.blackbaud.com/knowledgebase/articles/Article/204376, the visibility of children to their parents in the Relationship area of the contact card is controlled by whether the student is visible in the Directory....0
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Provide a list of information that is not retained when merging duplicate users
I contacted support and there is no list of either the information that is retained or the information that is lost when merging duplicate user records. This makes it difficult to know what information needs to be manually moved to the original us...1
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Please add Enrollment Management and Academics profile headers to user profile settings
With the new user profile settings, the user name formats will change in a user's Core profile header if a different format is used for Core, but if a different format is defined for Enrollment Management or Academics the user's profile header doe... -
Parent phone numbers/email addresses should automatically populate the emergency contract section of a student record
Each student record should automatically list the parents (resides with) as the primary emergency contacts. At present, this section remains blank until the parent adds contacts using the manage phones or manage emails buttons. This isn't intuitiv...1
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Don't allow preferred name to be identical to first name
Our parents think "preferred name" is the name they call their child which is usually the same as their first name, which creates a duplicate on each page such as "Daniel 'Daniel' Smith" -- maybe a warning with an explanation as to what Preferred ...15 Under consideration
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Add Company to Parent Directory, or remove Job Title option.
It is confusing to have the Job Title listed for our parents, but not have access (aside from clicking in to the contact card) to see where they work. I definitely understand having the Job Title listed without the employer for teachers/employees,...2
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"No Contact" parents should not display to teachers
If a parent is marked as "No Contact" and does NOT have the "Parental Access" or "List as Parent" box checked in their relationship with a student, that parent should NOT show to teachers/advisors/other parents, either in the directory or through ...13 Under consideration