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See case 019166567 -- the new export html format does not allow the candidate visit date and time to be populated in the export (from adv lists) to xls. Prior to this new update, you could export in html, it would actually open in Excel and show the time and date of visits. The visit list does not allow you to select a mergeable address field to send thank you notes to the candidates that have visited. This update now requires running two separate lists.
My request is to either add individual column selections in the visit lists for address, then one for city, one for state, and one for zip code - instead of having the address combined; or fix the export to xls in advanced list where the visit dat...0
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Area for Internal Team Notes
chat shared with me the "comments" section just under the profile picture. I'm looking for an area a little more discreet for internal team members to add notes and track conversations/exchanges.1
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Handle Multiple Deposit Payments
When you "handle" a payment like an enrollment deposit, the process is opening up the payment record and selecting "handle." Which would be fine if enrollment contracts were submitted one at a time, but the bulk of them are submitted all at once. ...0
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Be able to send pictures on the support chat
The chat is very structured and slow is hard to make yourself to understand what's is happening when you cannot share pictures of the errors you are presenting. You need to ask everytime to the represetative to allow you send a file in the chat. T...0
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Integrated contracts with Billing Mgmt. - allow us to setup Contract with all opted into TRP so they can opt out
Integrated contracts with SMART allowed us to opt all families into TRP on the contract. Now we switched to Billing Management we can no longer opt everyone in up front. Because of this we lost a lot of $. Why can't the integrated contract work li...0
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Show year in the application pane for new applicants
It would be helpful to see the student's name, grade, and school year for which a student is applying in the new applications screen. Currently, we only see the name, grade, and campus.0
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Prevent employees from viewing candidate recommendations
We would love an interanal process where Staff/employees can not view their own childrens recommendation forms for the admissions process. These epmpoyees might still need admissions staff role so it is beyond just removing the role.0
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Create An Account Confirmation Text
Currently, if you put in the BBID Link on Create An Account Confirmation Text in Enrollment Management > Admissions > Admissions setup > Application forms > Login Set-up . You can’t customize the link to say “click here” or something a...0
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Make fields of important info from Applications in Progress available.
Applications in progress many times have information that is useful to marketing. Knowing which schools, zip codes, where they heard of the school, etc. can help drive where marketing efforts are needed and can be enhanced. Having the fields avail...0
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Candidate entering grade & entering year on the application processing area
Can you add the entering grade & entering year to the application processing area? This will help with schools that have different checklists for different entering years. Currently, you have to view the PDF of the application to determine the...0