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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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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
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Allow export of "Visits, interviews & events" lists
No description provided1
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Ability to Edit Checklist Steps After They Have Been Marked Complete
We would like to be able edit checklist steps after they have been marked as complete. For example, we need to change the test that was selected in the Test dropdown of a checklist step, but the dropdown is greyed out. The workaround is time-consu...0
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Ability to add a checklist snapshot in an official note email
It'd be great if when we send an official note to families in the process of applying it could include a snapshot of their checklist items and their status directly in the email. Most parents receive the emails on their phone, and having the statu...1 Already exists
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Student Checklist- Ability to add additional forms or replace forms after checklists are assigned/viewed
We need the Ability to add additional forms or replace forms after checklists are assigned/viewed. For instance during re-enrollment we might have a few forms ready, but then over the summer need to add additional forms. Or if a mistake is found i...0
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Change error message when 2nd signature is required
When there's a All-signatures required contract, the first signer can not progress past the Review page. They're presented with an error "Error completing review". This should be more descriptive to avoid confusion (and calls to IT or Enrollment D...1
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Not Returning Block
No description provided2 Already exists
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Ability to Remove Payment Due Date from Contracts
Right now, the Payment Due Date for Smart Tuition contracts is hard-coded in and can't be removed. We'd like to have the ability to remove this field from contracts, as some parents may not understand the option initially. We'd like to have the ab... -
Freeze header block in onBoard and K-12 Core
When scrolling down on accounts in onBoard and K-12 Core, it would be nice to have the block with name, grade/year apply, status, etc. frozen to always see which account you are on.0