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I would like for merged duplicate records to have a history.
When merging duplicate records in Core, once the records are merged there is no historical trail to see which records were merged. I would like something similar to where you can see which profile changes were handled - a historical list of actions.1
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Ability to select users from Users List in order to message them, much like the 'Send Communication to' (or 'Send Email to) option on Rosters. Additionally, more options for placeholders when composing messages would be ideal (IE, your child (and select which child), gender (his/him/he, etc)).
We need to be able to message families that should be aware of possible Covid exposure/ need to quarantine. We would like this to be quick, efficient, personal, and email all involved discreetly. Ideally, this would work much like, in Enrollment M...0
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Trustee Role
I would like another persona option or to be able to change the name of the Friend persona. We'd prefer this read "Trustee". Seems like we would need to be able to create a new persona/role. We want to be able to have things like a resource board ...
6
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Embed an external video into a Pushpage
I would like to be able to embed external videos into Pushpage emails so that they can be played from within the email. Since a majority of email clients can't display embedded video content (and would strip out the code), I'd like to have an opti...
3
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Prevent divorced parents from editing their ex's contact card data
Currently, married couples have the ability to edit their spouses contact card data, which is very helpful as in many households only one parent is actively online. When parents separate we do not want them to be able to edit their ex-spouses data...0
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ConnectRE: Map the Business address in Core to the Business relationship record's address in RE (see attached)
I would like to see the Business Address from Core map DIRECTLY to the Business Address on the business' relationship record in RE. (when you click on the business button on Bio 1, the address should be showing there - on that organizational relat...0
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Edit Profile Fields - But do not delete
I would like an option for profile to allow user to Edit but not Remove/Delete the information currently, "Edit" also allows the users to delete the information completely. I would like them to make their own updates, but not remove the information.2
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Add Additional Relationship Types
In the list of Relationship Types there is a category called Spouse/Partner but no relationship called Ex-Spouse/Ex-Partner only Ex-Husband/Ex-Wife. There is the possibility for Ex-Husband/Ex-Husband or Ex-Wife/Ex-Wife now, so I think those need t...10
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ConnectRE: Constitutent Code Year is wrong if sync is done after July 1st
When syncing our graduates, we found if this is done after July 1st the system would use the following year to populate "last day of the academic year" for constituent codes. We need an option to override that default. I am posting this on the RE ... -
Send students' names to the Payment Gateway when processing School Form fees
When we view reports from our payment gateway, we have no way of knowing which School Form fee is related to which student. The report shows the payer's name, but not the related student. This is especially difficult when the payer and student do ...2