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Adjust Payment Plans with integrated SMART contract
Once a contract form is in use it would be great if we can adjust the payment plans since they can start on different months. So if a a contract is completed in February for payment to start May 1, that plan should disappear from the contract on M...0
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I'd like the ability to copy smart contracts, and remove the smart integration
This would be useful as reassigning contracts can be a common occurrence for schools and recreating a contract from scratch is quite a time-consuming process. If we could turn off integration for a freshly copied contract that hasn't been assigned...3
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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
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Financial Obligation
The administrators at Campbell Hall have asked that we get an enhancement into Enrollment Management during the contract process. Like many schools, Campbell Hall requires 2 signatures for each student. The issue that they run into is that their p...1
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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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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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To make characters in the contract email notification for international students, specifically Chinese Characters.
We would love to be able to translate in Chinese and other languages directions on how to log in to their account to view their contract though the email part of the contract.0
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Contracts that have been withdrawn removed from Dashboard contract list
Currently when a contract is submitted (pending the deposit) and the family decides to not return, the contract stays in the dashboard list of contracts pending deposits and is marked as "withdrawn". The contract should either be automatically rem...0
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Parents should be able to print a contract before signing
We have responsible signers (trusts, districts) who need to be able to print a PDF of the contract before signing it. Currently we can't use Blackbaud for these contracts.0