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Visit Schedule List Columns
I need more "Column"/field options to be accessible on the Visit Schedule List, specifically: Boarding/Day Financial Aid Info Requested Age How Hear How Hear Text I have been exporting the Visit Schedule List and manually looking up and adding in ...0
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Automate assigning checklists & creating new users based on a set of pre-existing rules
Because it would be much more efficient and a great time saver if we didn't have to do this manually. Especially when it should be easy and intuitive. If the inquiry is for 9th grade, I'm betting that they'll need the 9th grade checklist. I don't ...0
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Ability for Enrolled button on Incoming Student Record to include enrollment date
Currently, when viewing an incoming student's record under onBoard it shows an Enrolled button and when clicked on it shows dates of candidate status changes. It would be helpful to also include the date the student will be enrolled instead of hav...0
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Event Management > Form Submission > PDF File
As an Admissions Manager I would like to see the start date and start time of the registration option selected on the generated PDF of the form submission.0
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IP address stamp on contracts
Please include a signer's IP address in the processed contract. This is currently done in SchoolAdmin, TADS, DocuSign, etc. -
Allow for contracts to be processed and accepted in bulk.
When we are enrolling thousands of students, accepting one contract at a time is not efficient.1
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Customize field names in the Create an Account menu
I would like to be able to change the field labels in the Create an Account menu0
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Only certain roles should see certain official note types
When you have built a lot of official note types, it gets a bit confusing for the use to know which one to use. It might be helpful to publish some official notes to only certain roles and not others. For example, none of the onBoard official note...2
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Would like to Edit Financial Aid Display Label
Would like to edit the Financial Aid Display Label. For example, change Financial Aid to Custom Name like Tuition Assistance.1
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Allow for official notes to be saved as group drafts
Currently, when you save an official note as draft, it becomes an individual saved draft.2