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We are looking for a way to pull a list of users by school form so we can easily find email information on those that haven't started it.
Similarly to the way you can export completed forms, we want to be able to export users who haven't completed them also so that we can add a more personal nudge to the process of getting the form filled out.1
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Allow students to see Files and Forms on their Progress Page
Parents can see their children's Progress Pages, and it shows their Files and Forms, however, when students view their own Progress Pages, Files and Forms is not shown as a field.0
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Set up a "more fields" or "power user" view for staff.
Yes, the current interface is nice and clear and simple to read - but so much scrolling and clicking! For staff who need to enter all the information quickly, having all the fields visible at the same time would be faster and improve data flow. It...0
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Giving access to some users to modify lists
Because I'm the only person in the school that understands lists, I would like to give access to a restricted number of people to be able to modify the criteria of some lists (like school years) not just the choice to run or copy them.2
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Bulk import Inquiries
Our enrolment management would benefit from bulk importing inquiries instead of manually inputting each potential student.0
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Create an Edit Approval when ConnectRE makes a change to a record or Create somewhere to view edit history
At our school we are having issues figuring out why our records keep changing names, deleting data, importing incorrect address, etc. We've also lost payment information which has made recurring gift giving a nightmare. We've spoken to our CSM abo...0
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Exporting a pushpage to a PDF
If you are sending a letter you could easily export it to share elsewhere, etc.0
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Audit trail for Relationship changes; List or Report
I would love to have a way to audit changes to user records beyond just address/contact information. If someone is granted Parental Access, for example, we would need to make sure that they were added to the proper mailing lists, and if Parental A...1
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Ability to select a different default for directory settings
Currently, all new users in the system are automatically set to " Include my name and use my General settings for what other people should see about me." We would like the option to change this to " Include my name but do not include any other inf...0
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We would like a task to added to the Nurses role that will only allow for editing of the contact card
Our Nurse needs to be able to edit the contact card to add further information gathered from the parents for medical purposes.