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Remove limit on confirmation/reminder emails (or at least tell us what the limit is!)
There appears to be a word or character limit on the confirmation and reminder emails we can set up for Visits, and maybe Events. I don't really know, to be honest, because I can't find anyplace where you tell us what has a limit and what the limi...0
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Need ability to set agenda when opening up visits and interviews
We have the same agenda for all visits and all interviews, but we can't set the agenda when we open appointments. Instead, every time someone books an appointment, we have to go back into the appointment and copy and paste the same agenda in. This... -
Set reminder date for events
Unless I'm mistaken, we can't set the date that reminder emails go our for events, right? There's an option to set the date for visits. Why isn't this built into events? Why do these two "modules" (events and visits) look different, we set them up... -
A way to calculate the deposit and then add the fees
Currently the system takes 10% of the (tuition + fees). However, we want to take 10% of the tuition first and then add the fees on top of that afterwards, instead of taking 10% of both added together.0
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In a Candidate List the ability to pull the deposit amount received and as required the Waiver code
In a Candidate List the ability to pull the deposit amount received and as required the Waiver code In order to do this now we have to match a Processed Transactions with Student Details report to a candidates list and hope the "Match" is obvious0
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When a contract has been marked "not attending" please note that (not attending) next to the contract under the students profile.
It's easy to look at a student's profile > contract and see if the contract has been returned ex- reenrollment contract (returned). It would be nice once a contract has been marked as "not returning" for that contract to be noted as such. ex- r...0
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Access to Admissions Report and Admissions List Templates for Designated roles only
Currently anyone who has Admissions staff can see all grading reports but not the KPI board. People with manager roles can access all Admissions list templates (not lists - just templates) and can therefore view Financial Aid, test scores, etc. It...0
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The Ability to change contract deposit amounts up until contracts have been submitted.
I would like the ability to change the Deposit Amount Due on contracts that have been saved but not yet submitted in bulk from the Contract Settings page within onBoard. This would be helpful in increasing the price overall for these contracts aft...1
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Notification Character Limit Increase
Would be nice to have more characters available in the 'confirmation notification' for inquiry forms (I assume the limit is imposed in other notifications as well).1
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One area that houses all tasks related to contracts.
One area that houses all tasks related to contracts or financial aid. Just grouping the like tasks together.0