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Contract Lists should not pull Archived Contract Types & Contracts
When you filter a contract list, it pulls up every contract from the beginning of time, even those that have been archived. This leaves a ton of room for error in lists, as you have no way of seeing which contracts are for which year.1
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Print enrollment contract settings
In addition to printing the actual contract, please add a Print button to the contract settings window. This is the window that opens by clicking on the "Edit" pencil icon next to the contract. This screen shows useful deposit info, with dates and...0
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Drop down for Prefixes on admission application
We would like to be able to use drop downs instead of text fields for the prefix and suffix fields in the onBoard application for admission.9
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Admissions Checklists > Step Description
Please expand the Step Description character limit from 250 to 500 characters.0
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Admissions checklists note for parent/candidate
Please add the ability for schools to leave a note on a checklist step so that the parent/student can see the note in the portal. This would allow schools to indicate, for example, from which school a transcript was received. Right, now, Admission... -
Checklist for office use only
Having the ability to assign candidates 2 checklists would allow for offices to have personal checklists along with candidate checklists in order to ensure no applicants are lost along the way.0
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Add 'co-parent' to the list of relationship types
Recently, many of our families refer to themselves as 'co-parent' with their former spouse/partner. It would be great to reflect this in our data for those parents.0
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Event Registration Link to Candidate Checklist
The only way to have a Candidate Checklist item tie to an Event Registration is to enable "Create users from this event." However, in order to access the candidate checklist, the user has to log in, so they already exist, so there is no reason to ...0
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Hide Teacher Recommendation Form on Student Checklist
We use a fillable PDF for our teacher evaluation form, which we upload to the checklist via the "drag file here" box on the recommendation checklist step. When parents send an email to the teacher requesting he or she complete the form, the downlo...0
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Make street addresses consistent
Currently we have applicant families enter their mailing address as it suits them. Example: some addresses have punctuation, some have abbreviations. At the end of it all, you end up with a mess if there isn't someone manually cleaning up these ad...2 Planned