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Saveable 'Assign Contracts' list
We need to streamline the process for assigning contracts. Consider, e.g. you want to assign contracts regularly as candidates give us their decisions. EVERY time we go into this, we have to change the filter. See also the idea "Ability to bulk ...1
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Ability to reclass a student for reenrollment without deleting contract
We've had a couple of reclasses and found that in order to reclass, the current contract has to be deleted in order to alter the student enrollment. Since the current re-enrollment contract is a legal doc, I'm not fond of this practice. That said,...2
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Change the pop up location for esignature acceptance
I have had parents complaining and confused when accepting the esignature statement because it pops up before they have a chance to even view the contract. Could it be moved to auto pop up when you reach the tab of the contract where signatures ar...0
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Add User ID to Student contract block
We need to have User IDs printed on our enrollment contracts for audit purposes. Rather than having to include this as Special Considerations text, it would be great if it were one of the options available in the Student block.0
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Re-phrase "Payment Due Date" drop-down option in SMART/Enrollment Management contracts
For an Enrollment Management/SMART contract, once a family has selected their payment plan, the "Payment Due Date" drop-down only displays the number "1." It would be great if this could be re-phrased as "1st of every month," so that it would be m...0
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On an Enrollment Management/SMART contract, make the price of optional fees conditional to net tuition
On an Enrollment Management/SMART contract, it would be great to make the price of optional fees conditional to net tuition for a student. For example, if tuition insurance costs 0.9% of net tuition, it would be great for a user to see that amount... -
Add a visible date stamp to school's signature on contracts
When printing a PDF of a signed & counter-signed Enrollment Contract, the parent signature lines show a date "stamp" to the right of the signature, but the school's countersignature (recently enhanced in an update) doesn't show any date or tim...0
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Custom fields created in Core should be visible in EMS
We use a custom field to designate current families as financial aid or full tuition and would use this flag to sort and bulk assign contracts. Additionally, we use the field often in reporting. Although this example is specific to contracts, I'm ...3
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Add filter for submitted contract in the assign contract type list
When you have to re-issue contracts, there is no way to assign in bulk to those who have not submitted a contract. We were able to do this before the new list system.1
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Allow to generate charges for the current session only in Billing Management
Some Universities need to record charges for future sessions but when they click on generate the system will generate the charges for the current and the next session. We would like the option to choose if we generate the charges for only the curr...0