-
Add Expire Date column to Contract Update Data Import
From Core > System Tools > Data Import > Reenrollment > Contract Update We need to be able to update specific student/candidate group's contract expiry. There are grades with a limited number of spots which different groups are given a...0
-
Ability to add Tuition Management Family Id when it is not return to Enrollment Management
Good afternoon, I would like to add an enhancement request to solve an issue that we have every contract season. The issue is when a payer is completed and integrated contract, and every so often something happens where the TM Family ID is not ret...1
-
Tag contract as Declined (for candidates) like you do Not Returning (for current students)
On the contract edit screen, have a "Declined" checkbox that functions similarly to the "Not Returning" checkbox. It would allow the Admission Office to have a better look at contracts, especially on the Analyze > Re-enrollment progress page. ...3
-
Generate contract from student record
It would be great if there was a Generate Button on the individual. So when you assign the contract, you can just click on Generate. It's more time efficience. You skip a bunch of steps.2 Planned
-
Revise "Not Returning" section of contract to make clear what it does and doesn't do
The UX of the "Not Returning" section isn't great and the KB article related to it (https://kb.blackbaud.com/knowledgebase/articles/Article/23690) is confusing as well. In order to stop contract reminders, both the check box must be checked and th...1
-
Allow reminder email when an individual contract is generated
During the rolling admissions and also the re-enrollment season, we often produce contacts one at at time and send them on different schedules. It would be extremely helpful if the reminder email could be sent out when the individual contract is g...1
-
Check box to use the same bank account for deposit and ACH
It would be convenient to not have to type the same bank information again on the contract0
-
Show contracts that have been successfully submitted but not returned
I've just received this response to a support ticket: "... unfortunately we don't have a report or way to set a notification when a family encounters the non return contract issue, a contracts list is the best you could get.. You can filter on con...0
-
Enable editing of payment plan selection in contract
If a parent inadvertently selects the wrong payment plan in their contract (or simply changes their mind after selecting it), they are unable to go back and edit the selection. It cannot be edited at the school's admin level, either (even Blackbau...1
-
Change the warning message when deleting a saved contract to include "an account MAY exist in Tuition Management".
A common issue in EMS is when a change needs to be made to a candidate's relationships or record, and so a new contract needs to be issued before the first is even submitted. When admin go to delete the contract there is a message that reads "[con...2