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Separate school follow up/notes team follow up required
When adding a new note, there should be a separate option for whether only school follow up is required, or if Smart Tuition follow up is required. There are currently many school open notes that are unworkable for the notes team, and the schools ...0 Under consideration
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Student ID in Education Management and Tuition Management
We started to use Contracts for the 2022-2023 year and came across an issue with the Student ID's. Even though we put the Student ID in Core, once the Tuition Management account was created, it created a completely different Student ID. We were in...0
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Manage Families - Filters - Billing Less Than
Please add more options to the "Billing Less Than" filter or allow users to input their values.0
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The email editing capabilities are very limited
1) The box to enter text is very small and requires scrolling up and down and left to right to see the full text of the message 2) There appear to be no formatting options: no bold font, no underlining, no hyperlinks within the text of the message...0 Under consideration
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Moving from family to family by toggle within the family
I wish we could just move the next family alphabetically using a "next" toggle button. It is time consuming to have to find the family but if you are just scrolling through accounts there should be an easier way to get the next family without havi...0
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Batch Action Student Code Enhancement
would like to be able to use the Change student code batch change feature to be able to remove student codes that no longer pertain to that particular student, rather than changing it to any or current codes in the system.0 Under consideration
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requesting an audit log under the late fee area in JAKE
When turning off late fees by month, we are left unknown iwth information as when it was agreed to be turned off. When schools question late fees, we are more inclined to waive them if we cannot prove that it was applied prior to the late fee fo...0 Unlikely to implement
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Save Filters and Columns in View All Families
When configuring the various Filters to add or hide Columns within View All Families, it would be useful if we could save our display settings. At the moment, once we navigate away from the View All Families page, the Filter/Column settings revert...0 Under consideration
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Customize dashboard page
It would be great it we could drag and move (and hide) the dashboard items to customize the data we want to see when we log in.0
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Fee & Discount organization
Currently Fees are in a single long list which gets very difficult to sift through. We should be able to organize them via folders0 Under consideration