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There needs to be a better filter for Manage Checklists in Enrollment
With over 1500 students needing checklists, I can easily assign them for new students, but there is not an adequate filter for current, re-enrolled students. I don't have the option to exclude "not returning" or "hold" students. It is very tedious...4
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Candidates should be notified when the Recommender declines
When using the Online Recommendation form, candidates should be notified when the Recommender declines their request to complete form. It is not relevant for the school to be notified. We have over 600 candidates it would be possible to communicat...1
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Add an Events Tab to keep campus visits, events, shadow visits organized
Adding events to the Admissions Progress checklist can make the checklist very long. It would be great if there was an Events tab where candidates can go and see a list of upcoming events to RSVP.0
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It would be helpful to bulk assign checklists to replace old ones.
Right now, to if a candidate has a checklist and you want to assign a new one, you need to do this individually by going in and deleting all items in the old checklist and assigning the new one. To do this for each student is very time consuming.0
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We need the ability to add multiple uploads for a step
We sometimes need multiple transcripts uploaded, or multiple educational evaluations. It would be helpful if, at least at the school level, I could choose an additional upload for a step. We don't want to have to create 50 steps to accommodate the... -
Add "Inactivation Date" Column in Options to candidate list.
It would be very helpful to include the column option for "inactivation date" in candidate lists, to see exactly when a candidate was inactivated.1
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When adding a Link to a Checklist step, please allow the text/formatting to be customized
It is underwhelming to not be able to customize the text, which defaults in appearance to a blue underlined 'Link' that we cannot change.2
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Candidate name, entering grade, etc. column options for parent events
It would be useful to have access to candidate information on a parent centric event. Even though our tours are parent only events I would like to be able to have their students name and grade available to me to print or at least see.1
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Ability for a checklist item to be conditional
The item only appears on the checklist if a certain condition is met. For example, the checklist item "Send Financial Aid Info" only occurs on the application checklist if the applicant indicated on the application that they would be applying for ...1
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Enable checklist bulk update to Requested
Since "Requested" is a checklist option, you should be able to bulk update a checklist to requested but currently only waived and complete are allowed because those complete the checklist step0