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Audit log for contract adjustments & aid
Please create an audit log to track which user adjusts an individual student's contract values (deposit, tuition & fees) and financial aid.0
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Event Management > Sign ups list > Compose official note
As an Admissions Manager I would like the option to compose an official note for events where I have enabled the option to "Create users from this event" in the event settings. Similar to how you can compose official notes from candidate lists. -
Checklist item completed triggers notification to another staff member
It would be useful to have checklist items trigger notifications, via email or message, to another staff member to complete their information. For example, after a certain step, it would trigger an email to the financial department to create a con...4
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Official Notes to only send to specific parents not all listed (Contract Signers)
We would like the ability to distinguish which parents we want to send an official note to, not just all parents. When sending the enrollment contract out to new parents we notify them via official note that their contract is ready to be signed. O...3
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Support for Spanish/Chinese Languages on Application/Inquiry Forms
We would like the onBoard application and inquiry forms to support separate applications and separate inquiry forms for English (which you already have), as well as Spanish and Chinese. The drop down choices in these forms need to be in their resp...6
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Add automated reminders based on "start date" vs "due date" for rolling admissions.
Candidates are admitted on a rolling basis, so there is no hard deadline for all candidates/recommenders. We would like notifications to go out to them based on when an application was started or a recommendation request was sent.1
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Allows us to Rollover Application for Re-Applying Candidates
Can we please have an option to rollover existing application and specific checklist steps to next year if a candidate decides to re-apply for following year. Currently I have to download the app and re-save again to the next year and copy specifi...1
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Export only the "checked" candidates in Candidate Lists
When utilizing Candidate Lists, there is the ability to "check" boxes next to candidate names. This is what is used to choose particular student to send an official note, etc., however, when "export" is used, the entire candidate list is exported ...0
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Official Notes: change author, email replies
Official notes default to showing the author as the person who sent the note. We would like to be able to change the "from" person so that, for notes when the author is arbitrary, it can be shown as coming from a generic account. There is a simila...0
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Make Contracts List Select Columns like every other list Select Columns
When I go to Contracts List and click on "Columns" to choose which columns I want visible, I can type in what field I am looking for to search the columns. This is similar in every list in the system (user list, candidate list, request/recommendat...0