-
Send a reminder email 3 days before the invoice due date.
The invoice goes out 20 days before the due date and people forget about it. A second email goes out only after a late fee has been applied. A reminder email would really help. I would like one either right before it is due or the day it is late, ...0 Under consideration
-
We would like the Checklist Content to copy over with the checklist along with any text written in the fields.
Currently the checklist copies the steps but not the content which means we have to rewrite the same information all over again for our recommendations which is cumbersome and unnecessary. We want the information come over with the checklist autom...7
-
Add a way to audit Profile Changes in the Profile Fields
Set up functionality so that when someone wants to update their profile on their contact card that information needs to go through an approval process before going live. Perhaps adding a new option in Profile Fields like "No, View, Audit, Edit" to...4
-
Ability to open an assessment early for a student
Currently, we can extend assessments for students individually, but we are not able to open an assessment early for students. When a student needs to take an exam early (Examples: prior to going on vacation, or prior to a surgery, etc) it would be...1
-
Ability to globally change records
Please add a function that allows us to globally edit, delete, view, replace, add, swap or move fields on records. This is useful in updating records and fixing errors, esp. for batch charges/credits.2
-
Aid should apply to the correct payment plan in Tuition Management
When sending awards to TM from Financial Aid, please apply them to the payment plan months, rather than to each month creating a negative balance. If someone is on a 10 month plan, don't spread the award across 12 months. Apply it to the months th...1 Under consideration
-
Ability to decline student checklist
We would love the ability for parents to decline a student checklist in the same manner they can do so in school form. For example, we assign an athletics checklist to all students. For those students who do not participate in athletics, we would ...1
-
More Checklist Milestone statuses change options
Currently the checklist milestone statuses can only change in certain instances, for example when the previous items are completed it moves to the next status, even before beginning any of the items for that milestone. We would like an option for ...1
-
Ability to Run an Attendance Report for All Sections
We would like an attendance report for all sections in the school. Right now the attendance manager can run a report called Attendance History - By Section, but this is time consuming because the manager has to navigate to each individual section ...0
-
Add option to publish academic courses to specific report card/transcript templates in Course Details
Currently, it is only an option to exclude an academic class from appearing on any/all report card or transcript templates. It would be helpful to be able to exclude certain academic courses from specific report card/transcript templates. Proposed...1