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Change the warning message when deleting a saved contract to include "an account MAY exist in Tuition Management".
A common issue in EMS is when a change needs to be made to a candidate's relationships or record, and so a new contract needs to be issued before the first is even submitted. When admin go to delete the contract there is a message that reads "[con...2
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Add filter for future year Parents in School Forms
We send forms to parents who are returning in the next year school. Currently, there is no way to filter on just returning parents. (The school year is only attached to students.) Anyone who signed a contract for the following year would do for ou...2
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Custom Candidate Fields
Please add the functionality of inserting custom candidate fields to School Forms in EMS. We can collect data in these fields via inquiry and applications but can't from a standalone school form. Currently, admissions managers must import this dat...0
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Change the household information on applications so that we can add parents as individuals, not as households.
The layout of the household section is terrible for parents living at different addresses. Most parents don't realize (even though we say it) that they have to "add another household." Typically they end up putting the second parent in where a spo...4
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Option to hide enrollment deposit amount on a TM integrated contract if using an enrollment fee
Please provide the ability to hide the enrollment deposit section and amount on a tuition management integrated contract if using an enrollment fee. This is needed for schools in which, the deposit does not reduce the tuition. https://www.screenca... -
Official Notes Placeholder for Household/Parent Salutation
I would like the Placeholder for Household Salutation for the Parents in onBoard Official notes. This placeholder is available in the Mail Merges but not Official Notes and I would like it added. We use the Household Salutation such as Mr. and Mrs...4
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Events Visible on Admissions Scheduling Calendar
Currently only visits and interviews are visible on the Admissions Scheduling calendar. It would be nice to also be able to view Admissions Events that are created using the Even Registration (New) builder.1
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Options to Hide Fields from Committee Review
We need the ability to hide or mask certain candidate identifiers, including but not limited to gender, race and ethnicity, in the Committee Review piece of the EMS. Considering the recent Supreme Court decisions (Students for Fair Admissions v. H...0
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Due Date Filter for Student Checklists
It would be really helpful to have a due date filter in the Process Checklist Steps list. We do a lot of follow up with student checklists based on overdue checklist steps, so it would be helpful to filter only for those. I also have a number of c...0
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Add the ability to bulk print applications
We would like to be able to print applications in bulk so that we do not have to navigate to each individual candidate profile to print our applications.3