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Choose which financial aid types show on contract
On an enrollment contract, only tuition financial aid should be listed and affect the Total due and the enrollment deposit calculation (tuition - financial aid). Currently, all FA is listed on the contract and is used by the software for the Total...0
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Self-rescheduling and cancelation of events registration
Our families cannot autonomously cancel or reschedule their event registrations necessitating manual intervention on our part (this also produces duplicates). This manual cancellation process becomes particularly labor-intensive when managing regi...0
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Scheduling repeat tours for families
Many families choose to tour or visit campus more than once. However, once they tour that item is checked off on their checklist and additional tours have to be manually scheduled or do not show on their checklist.0
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Manage Contract Filter & School Form Filter needs to remain after you open one to Edit
Currently in Manage Contracts if you filter on the right to just show specific contracts, as soon as you open one of the contracts to work on and then go back out, the filter resets. So you have to keeping typing what you want to filter for. The s...2
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Outstanding Items Placeholder Should Only show Available Steps Outstanding
When the outstanding item placeholder is included in an email, it should ONLY show the items that are currently visible to the candidate and NOT the items hidden after a particular step/item has been completed. Our school sets up checklists to go ...0
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Add Household ID as a column option in Contracts Lists
It would be helpful to be able to reference Household ID on the contracts list when looking at candidates and whether they do or do not have one. This would be most useful for billing purposes and an indicator of whether the student has other fami...0
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add inquiry date for candidates who re-apply or re-inquire
If a candidate is re-applied or re-inquires, the system does not show the inquiry date in an excel list or candidate list. It would be helpful if the system kept the date so we can use it as a data point when we pull a list of candidates with thei...0
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Official notes to current students
I love how easy it is to send quick, official notes to candidates/past students and their parents. I would like the ability to send official notes to current students/ parents. The message could be stored on the current students profile page. This...7
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Remove Requirement to Assign Checklist when processing event registrations
is it possible to NOT have to select a Checklist when processing event registrations? It would be so much faster to just update an existing user without having to select a wrong checklist and it changes for the candidate. Like wrong due dates etc....0
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Increase file size limitation for Online Transcript Request feature
We were very much looking forward to using the newly implemented Online Transcript Request feature, but I just checked with tech support and was told file size is limited to 100mb. Our process requires 2 years worth of transcripts, fall transcript...0