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adding BBID as a field to filter in custom reports
Please add BBID as a field to filter in custom reports. Very simple idea. The current custom reports function is too canned, limited and rarely includes pertinent fields.0
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Enrollment confirmation email should only go out once a family is activated
The current process for the " Important information about your Blackbaud Tuition Management enrollment" email is below: Manual enrollment : Email will not go out until the family is activated Online enrollment/ Contract enrollment: The email goes ...0
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Freeze search bar in header when scrolling down on a page
When scrolling down a page the header locks on the menu bar and the Tuition Management - Home bar. It would be great to have easy access to the Search bar as well when scrolling down.0
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Quick Access icons to stay and not hide under the Family ID
The Quick Access icons in the green information bar underneath the family ID would be great if they stayed there instead of having to hover over that area to access them. -
Update the bank validation email
The language on the bank validation failure email is confusing for parents. It should be simplified to let them know that their bank validation failed and they need to log in/call, in to update it. The "Please be advised that this update should be...0
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Third Party payment receipt emails
When a third party payer makes a payment by phone or website. They want to be able to also receive an email besides the primary email. -
Billed & Paid Report on Individual Family Accounts
It would be immensely useful to be able to pull a billed & paid report directly from individual family accounts instead of the static report & then having to filter! Thank you for your consideration.0
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Billed vs Paid Report Student ID#'s
Please consider adding student ID #'s to the Billed vs. Paid report. We use this report to build other reports and if I need to use it to upload another billing it is really difficult to add them back through the VLookup method. We would love to s...0 Under consideration
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Update the subject for Invoices
When families receive their monthly invoice for those that are set to be Invoiced, the Invoice subject reads as "Your Blackbaud Tuition Management Invoice for X Month" whereas the subject for the auto-debit reminder emails reads as "(Specific Scho...0
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Aging Report optional columns should be customizable
The aging report includes three optional columns, primary email address, secondary email address and payment plan. I would like to be able to change one of those to add phone number for example.0