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Waiver Codes for onBoard Contracts
I would like to allow users to use waiver codes on Contracts, as well as applications. Currently fees on Contracts must be removed from the student's record if they are not paying the deposit/fee.1
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Notifications of incorrect/undeliverable emails
We would like to be able to view the emails that were not deliverable. Currently to communicate with candidates and families we use the email notification for official notes since candidates who are in the inquiry/application process do not login ...2
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Make Contact Information Optional for Second Household
Some of our students have a second household who is not involved in the school. These families are unable to submit their Enrollee Information form on the Student Checklist because there are required contact information fields for the second house...0
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Custom Placeholders Globally for a Contract
When copying a contract, the majority of the work is updating all the references to specific dates related to various parts of the enrollment/re-enrollment process. We need a way to list these custom variables in the contract setup so that each ye...0
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Mark Student as Repeating in onBoard
I would like to add in a repeat option into onBoard that can come over in the Enrollment record once the Candidate moves out of onBoard. Currently, I have an issue where if a student is incoming but is going to repeat the same grade as they did in...11
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Communications Log
Create a tab on candidate profiles that allows you to log all communication (phone calls, emails, etc.) so that your team can be up to date with all communication. This would be extremely useful for keeping up relationships with families. On the t...4 Already exists
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Additional block in enrollment contracts for custom form fields.
We are able to collect information regarding the payment schedule, but we also need to collect information regarding the family's preferred payment method (i.e. payment booklet vs. EFT.) Having a block in the contract that allows us to create cust...4
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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
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Need for more filters when assigning BB ID in bulk
We issue BB ID's about 2 weeks before March 10 Decision Day. Currently we can only filter by Role. So out of over 1200 inquiries, I need to go through all Candidates and all Parents of Candidates to issue them BB ID's or just give all of them ID's...0
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Ability to Update Name and Email for Online Recommendation Forms
For our selective programs, we ask candidates to submit requests for recommendation forms to their references. If the candidate accidentally enters the wrong name (or in our case the student's name) or email, it would be ideal if we could view and...0