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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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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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allow editing of payment options
In the payment processing part of the enrollment contract, one of the payment options is "direct debit." There are several different terms for this: "echeck," "ACH." We would like the ability to edit the term for our constituency.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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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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Timing of enrollment fee payment on Smart-integrated contract problematic
Currently, when the first signer (on a multi-signer) Smart-integrated re-enrollment/enrollment contract inputs payment info for enrollment fee, that fee is assessed in real time and the family account is generated within Smart Tuition for the appr...2