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On/Off Candidate Response for Official Notes
In the Enrollment Management site, candidates and parents have the ability to respond to Official Notes both through the onRecord platform and via email. This makes communication inefficient as many candidates/parents submit inquiries in both loca...1
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Official Note Merge Fields need to Include the First or Preferred Field like the new columns in Lists
Official Note Merge Fields need to Include the First or Preferred Field like the new columns in Lists. Our admissions team spends so much time adding the first name to the preferred name field when parents do not specify so that the Official Notes...2 Already exists
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Inserting a Signature Image into Letter Template in onBoard
I would like to be able to insert images into their mail merges and have them render in the PDF.
24
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Allow attachments (.doc, .jpeg, etc) to be added to official messages
We really like using the official messages feature to send tour confirmations, etc., to prospective families, but when we have documents or other resources to send we have to resort to gmail.1
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We need preferred name to appear for ALL merge fields rather than just First name
This is included in some confirmations and not others and in some notification and not others. It needs to be an option in ALL forms of communication with famlies.0
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There should a time stamp on each uploaded file and who uploaded the file.
No description provided0
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EMS Official Note Scheduling / Send Later
Please introduce the ability to schedule (or send later, like Gmail / Office365) official notes in EMS to be sent at a specific date & time. Official notes are an easy way for the admissions office to bulk communicate with the parents of candi...1
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Generate automated emails based on criteria found in application or inquiry
No description provided1
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Notifications of incorrect/undeliverable emails
We would like to be able to view the emails that were not deliverable. Currently to communicate with candidates and families we use the email notification for official notes since candidates who are in the inquiry/application process do not login ...2
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Automated Admissions Timeline
Admissions should be able to set up automatic communication for candidates (i.e. certain timeline for follow-up emails, phone calls, mailers, etc.). Emails should generate automatically at set intervals.2