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Mark Official Notes as inactive or archived
We have some official notes that we only use at specific times of the year, and it would be great if we could mark them as inactive or archived at other times so that they are not deleted completely, but could be removed from the dropdown list whe...3
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EMS Note Type on Parent Portal View
Please remove "note type" from being displayed on the parent portal and only display the subject of the note. The parent does not need to see how the schools organize the notes.0
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Merge Official notes when merging users.
We use the Official notes area for information related to families, previous experience, or other information that would help use place or revisit a user for contracts. At this time we are loosing notes attached to a duplicate user every time we m...2
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Financial aid placeholders
Thank you for adding the ability to add financial aid placeholders in decisions and official notes in 2019. It would be great to get the following enhancements: A place holder that displays the aid awarded/granted in separate lines vs. continuous ... -
Allow the deletion of draft Offical Notes
Right now, we can't find a way to delete draft Official Notes. Would be great to remove them to clean up the list and avoid confusion.5
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Official Note for ALL checklist items
We currently have the option of messaging those who are missing one specific checklist item. However, we would like to be able to message all applicants who are missing any of the required items. We have the ability to create a work list for someo...2 Already exists
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Official Notes Carban Copy CC option
Give us the ability add CC for external official notes being sent to candidate parents. Currently if we select Admission staff then everyone who has that role receives notification, which should not be the case. I only wantt to recieve notificatio...0
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It would be great if from the list of even attendees there could be a button to send an official note to the group instead of having to enter the students names one by one.
All the information is there in the list, so if we just click a button to send a follow up that would be awesome! Just a thought0
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Official Notes to only send to specific parents not all listed (Contract Signers)
We would like the ability to distinguish which parents we want to send an official note to, not just all parents. When sending the enrollment contract out to new parents we notify them via official note that their contract is ready to be signed. O...3
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Official Notes: change author, email replies
Official notes default to showing the author as the person who sent the note. We would like to be able to change the "from" person so that, for notes when the author is arbitrary, it can be shown as coming from a generic account. There is a simila...