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Add a function to automatically generate a contract a the completion of a candidate or student checklist
As an example from our reenrollment process: We have a series of forms that we need parents to fill out yearly: Contact Info Update, Handbook Agreement, Photo Consent, Income Survey. We can add these forms to a checklist to see who has and hasn't ...0
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Parent ability to change contract selections before school accepts
As long as the school has not accepted and processed a contract, the parent should have the ability to go in and modify their selections. We require both parents to sign and the program currently "locks down" the contract once one parent signs.0
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Notification preview prior to send
We would like Reminder Notifications to have a Preview capability to see the merged email and make sure all links are active prior to being sent out and when a notification is sent out it should appear somewhere on the student record to show that ...0
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For Smart contracts, allow payment method dropdown choice of "Using existing method"
Parents with a Smart Tuition account have already specify a primary payment method (ACH, Credit Card). When completing a contract, they should have an option to choose to use that existing method, without having to re-enter payment method details.0
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Ability for parents to view their contract and deposit amount without the contract being processed
Currently parents are not able to view a submitted contract until it is processed. We request re-enrollment contracts to be submitted by the end of January but their deposit is not due until March. Unless the parents write it down somewhere, most ...0
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Make the policy block on contracts formattable, i.e. tabs, bullets, tables, etc.
Currently the policy block for contracts only allows for text to be bold or underlined. We need to be able to format that information to put in tuition payment structures and other information in a way that looks professional. We currently can not...0
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Option to hide Deposit amount on contract if amount is $0
When printing out contracts, when we do not collect a deposit, we would like to not display the line "Deposit: $0" on the contract- especially the final print version. An option to hide this would be useful.2
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Ability to manually enter/update the Family ID in the contract under Enrollment Management
When a family pays their deposit by cash or check, the enrollment contract must be manually accepted, so the Family ID is not reflected in the contract even after the family's profile is created in Tuition Management. Since that is the case, there...0
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Create a task to allow admission staff to view but not make any edits to a contract
Currently the "Candidate Contracts" Task as the base task gives access to view and edit Contracts with no option to specify further. We would like to be able to give access to only view the contract for specific users.1
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Not Returning Contract still shows as parent needs to accept
We would like the Not Returning check Box to be checked against the system for not returning students that would automatically stop the contract from showing under the "You have contracts to review and approve." instead of making a expire date wit...0