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7 Year Contract Archive Limit
The idea that after 7 year contracts will be destroyed is insane. Accordingly black-baud they will destroy contact after 7 years from the system and not archive them doesn't make sense. We are a continuous enrollment school and our re-enrolling or...6 Unlikely to implement
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Reverse order Contracts showing in user's Files & Forms
Can you reverse the order in which contracts appear under Files & Forms so that the newest or incomplete contracts show on top? Now that we are in the second year of using On Board Enrollment Contracts, we have discovered that unless we hide l...1
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Ability to have parents view payment plan display description in contract forms
Currently, when a manager goes to onBoard > settings > contract forms > payment plans, there is an area within each payment plan called display description. Only managers can see this. It makes more sense to have families see this informa...0
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Change language to the prompt in Enrollment Management/SMART contracts asking if users already have a SMART accounts
When a user first clicks on a new contract in Enrollment Management, they are greeted with a Yes/No option that says "Yes, I already have a SMART account." Would it be possible to change this language to "Yes, my family already has a SMART account...0
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I need more options for the deposit screen in contracts.
If parents decide to pre-pay all of their tuition they can opt out of tuition insurance. We would like the option to be able to include optional fees in the deposit. We need to be able to collect tuition insurance with the deposit. The only way I ...0
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Automatically Add Contract Date Sent
We would like the contract sent date to automatically populate in the Contracts tab in the candidate record after we send the contract to parents. This is helpful to us to know when the contract was sent so we do not have to manually enter the date.2
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Opt in/Opt Out for School Programs with Initials
Within Contracts we would like to have a way to request parents to enter their initials or to check a certain field that they have read something and agree or not agree to something. Adding a level of form fields to the applications that gives par...3
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Edit the heading Optional Fees
When working on our 22-23 Contracts for new and returning students I can not edit the header optional fees. We have optional credits that parents and take and it is misleading. They are not fees but actual credits that reduce the tuition.0
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IP address stamp on contracts
Please include a signer's IP address in the processed contract. This is currently done in SchoolAdmin, TADS, DocuSign, etc.0
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EMS Contracts > Anticipated Aid
Please add new block that will display anticipated aid so that it does not reduce the gross tuition.