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When more than one Smart Tuition Family ID/year is available, add setup option to auto-select the most recent year.
When families are filling out Smart Tuition Integrated Contracts, being asked on the first page to select a Family ID (which reflect prior years) can be confusing to them. Please create an option to auto-select the most recent year to help us avoi...0 Implemented
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I'd like to be able to include the Contract Due Date in advanced lists
Currently the Contract object does not contain the due date, so we have to cross reference to find this information in the software. It would be helpful to be able to pull this information into a list.2 Implemented
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Track and Limit System Access to Users with Missing Contract Signatures
We currently require both signatures in order for a contract to be completed and submitted. Given this, we have run into some issues regarding knowing who has signed and who has not. We would like to be able to track missing signatures in a list o...2 Implemented
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Add "Not Returning" to Contract Status Report
I am looking to have the candidate decisions listed on the Contract Status report. This would give me a one stop area to view all of the contract status details. I am looking to report on students not returning without having to rely on using list...0 Implemented
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Allow us to set the default view for the student enrollment checklists
The default includes past students when I go to Manage Checklists. I have to continually reset it without the past students. Also, why can't we save the lists like we do in other locations? That would be so beneficial. I may want to see just new s...0 Implemented
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Cannot change grade level after contract subission
This is as much onRecord / Core as onBoard but the limitation starts there. If there is an active contract from onBoard applying to a student in a given year you cannot change the grade level of that student. Often the decision to repeat / skip is...1 Implemented
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Adding an Opt-Out option to the Online Contract
In regard to extra fees (e.g. tuition insurance), the online contract ONLY allows families to OPT IN. However, in order to keep insurance costs down, our insurance company requires that we make tuition insurance mandatory unless families OPT OU...2 Implemented
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Ability to add additions formatting options to contract text boxes
We want more formatting options for the text boxes for contracts beyond the plain text that is the only style currently available.1 Implemented
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Contracts should be able to be hidden for financial aid confidentiality
We can restrict who has access to the financial aid tab information, however we cannot restrict who can see enrollment contracts. Enrollment contracts print out the student's financial aid award. These award are confidential information. We need t...2 Implemented
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Additional "push" reminder for Past Due Contracts
It would be helpful to have the ability to simply "push" a past due reminder, once the Contract is overdue without the school having to set up additional reminder notifications, etc. I spent all day creating custom distribution groups - one for pa...0 Implemented