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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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Please add the Form Field as an " Element" in enrollment contracts
We would like to use text boxes and checkboxes to capture user input on the enrollment contract.0
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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
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Offical Notes: Sort "Templates" under "Note Types" or organize differently
We have a fairly long list of Official Notes- it would be great if we were able to categorize them in a way that made them visible on the same screen. Perhaps listing them under the "Note Types" they apply to would work.0
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Recommendations Form improvements
New Recommendation forms are great, but I have a suggestion for improvement. Allow for duplication of Form Fields when creating the form, that way when creating a series of dropdown questions with the same rating scale, the form creator doesn't ha...0
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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... -
Adding Current Students as an option under existing Candidate reports
We love the graphs showing zip codes , feeder schools under the Candidate section of the Analyze reporting and would love to add Current Students to the profile as an option.0
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Provide a copy of completed recommendation form to recommender
Often teachers complete recommendation forms for applicants without a way to retain a copy of the completed forms. They would appreciate a way the system could allow them to print/save a copy of the completed form, or after submitting the system s...1
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Could you remove the requirement to assign a checklist for each inquiry and event registrant?
I have inquirers who aren't applying for 2 or more years and it doesn't make sense to have to assign them a checklist at this early point in the process.1
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Allow the ability to require approval for rescheduling of self-scheduled interviews only
It would be really helpful to be able to allow self-scheduling interviews without approval but to require approval for rescheduling the original self-scheduled interview.0