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Contract errors due to tuition month settings within Tuition Management
When late sibling or rolling enrollment situations arise, the parent is receiving an error when attempting to submit their contract. The error message is related to a past tuition month being turned on within Tuition Management, which causes contr...0
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Adding reportable fields to Contracts
We would like to be able to add a required, reportable, race/ethnicity question to our contracts that auto populates from year to year. This would be a great benefit for us for reporting reasons.0
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Responsible Signer(s) Telephone Numbers when pulling a contracts list
Currently, when pulling a contracts list, we get information on the responsible signers such as their email address and home addreaddress, but we do not get their telephone number even when we select this option. Why is this the case? It poses a g...0
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Require parents to input banking information twice to ensure banking data is input correctly.
On the enrollment contract, it would be helpful to have parents input both routing number and account number twice to ensure that the data is input correctly. Every year we have mistyped banking info during enrollment, only for the typo and subseq...1
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There should be two Payment Method fields. One indicating the choice for the payment plan and the second field showing the choice for the deposit.
The "Payment Methods" field originally holds the payment method chosen on the 1st tab of the contract under the Financial Obligations. The value could be a credit card type, or checking/savings or invoice me. Then once the parent submits the contr...0
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Family ID not be created till both parents have signed the contract
When there are two required responsible signers on a contract and a deposit has been paid by first parent. We would like there to be a hold on the contract and account creation till the second parent has signed the contract.0
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'Not returning' should pull in lists even if 'not returning confirmed date' is not entered
If the 'not returning' checkbox is selected on a contract, but a date is not entered, the candidate is not included in a contracts list with the 'not returning = yes' filter on. They are only included if there is also a date in the 'not returning ...0
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Decisions - Streamline enrolling to contract process
When families select "enrolling", they get a green banner and check and they think their child is enrolled--despite our clear language that it's a two step process and they need to click the link in the yellow banner that says "you have: 1 contrac...0
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Joint or Split family question Yes/ No - Move location to payment page
It would be helpful to be able to move this Yes/No split account question to different areas of the contract where it will stand out more. If not customizable - the payment screen makes the most sense.0
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Re-Labeling Not Returning Block
Good Afternoon, Recently I worked with a school who needed to collect an opt in or opt out for an insurance. In this situation we used the Not Returning Block Setting, and relabeled it "Would you like Insurance " yes or no. However, when we look a...0