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Tracking New Families
Need to track who are the new families in our system and what year did they enroll for reporting purposes. Someone who may have left and returned are not 'new' but 'returning'. Perhaps the question could be asked are you a new or returning family.0
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Import onBoard applications into RE or EE.
No description provided0
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I know that all schools don't have boarding and day but it would be nice to see boarding/day on the section that I attached.
This would allow you to see more information on a candidate right from the beginning instead of searching around for boarding/day.2
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Complete all steps option
I would like an option to complete checklist items by step. For example, a section on a checklist, they would like a complete option for all steps within that section.0
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Ability to upload Video decisions
We would like to have the ability to upload video decisions to a candidates profile (in addition to the downloadable decision letter)0
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Include international flag in candidate header on candidate record
I would like to request the following as an enhancement, an international student indicator included in the candidate header on their record.1
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Ability to create Educational Consultants in onBoard
I am requesting the ability to create a new user via onBoard Candiate Profile under "Educational Consultant" rather than having to first create the user, then go back into the record and tie it to an existing user.0
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Add Parent Names to the Candidate Header Bar
Please include option of listing parent names at the top of the candidate record0
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Add Contract Status to the Header candidate information
Please include contract status on the header of student records and candidate records. -
Need prospect management tools
Need a way to track prospects that are internal only. For example, track the child of alumni from 2 years old on, etc.0