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Custom fields created in Core should be visible in EMS
We use a custom field to designate current families as financial aid or full tuition and would use this flag to sort and bulk assign contracts. Additionally, we use the field often in reporting. Although this example is specific to contracts, I'm ...3
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When a student completes a certain checklist step, add option to automatically enroll them
Having to add a School Decision, Candidate Decision, and then use the 'Enroll' option creates a lot of extra work for us. Please let us automate this process when a particular condition is met. As an example, we would like this to occur when they ...0
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Add filter for submitted contract in the assign contract type list
When you have to re-issue contracts, there is no way to assign in bulk to those who have not submitted a contract. We were able to do this before the new list system.1
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Allow to generate charges for the current session only in Billing Management
Some Universities need to record charges for future sessions but when they click on generate the system will generate the charges for the current and the next session. We would like the option to choose if we generate the charges for only the curr...0
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Interests need to map into EM from SAO application!
Not having to manually enter interests would make data entry more efficient and accurate! Ability to run reports based on student interests would be very helpful.1
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Auto set checklist item status from application responses.
For example, out app asks a parent statement question ... Does your child qualify for free or reduced lunch? It would be great to be able to auto set checklist item status items to “waived” if not qualified or “awaiting” if they were qualified.0
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Add Financial Aid Details to Candidate List columns
We need to look at a cross section of data that includes financial aid details. This data is available in the contracts list but not in the candidates list, from which we are able to pull all other info. Would be great to have this column availabl...0
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Allow export and bulk functions within Visits, Interviews & Events lists
I think this may be a bug, but currently I cannot "select all" or do any bulk functions from within the Visits worklist (eg. mark checklist item scheduled/complete, send official note). This looks as though it's meant to perform this way, but the ...0
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keep most recent username and password when merging accounts in onBoard
When parents are unaware that they already have an account and create a new one, the system does not keep the username and password they created when you merge the accounts while processing the application.0
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Allow separate processes for accepting a contract vs. processing
When a contract is accepted in the system that is when the school signature is placed on it. Because this legally should be accepted by someone with signing authority at the school it would be best to separate this process from the other processes...0