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Add Conditional Formatting options to Contracts
Right now, the form is too simplistic for our school's needs. Our parents must answer several questions and depending on the answers, lead them to a different set of questions. For example: Buying Tuition Insurance? Yes - leads you to details to f...1
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Add "View History" button to other Admission Management tabs
Recently we encountered a case where someone believes they uploaded (and staff believes they processed) a file to the candidate's record, but there is no file in the database and the checklist step is still "awaiting." Would be great to see the hi...0
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Manage contract labels - new vs. returning students
The ability to change the contract label from the parent profile view is an awesome feature! https://www.screencast.com/t/hwzLQhu0j Can the ability to have a different label for new vs. returning students be added?0
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Change the order of the contracts and Applications
Currently Review, Deposit and Confirmation are the last 3 blocks of any contract. I would like to see that a parent could make a selection change to the contract after Review and then Sign. Currently the contract is locked to edits for the user on...1
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The ability to add and edit the contract category dropdown options
It would be helpful to use multiple categories to organize our ever growing contract type. The current list of School, Boarding, Day, and International does not fit our needs.1
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Ability to assign different Application Forms to different Checklists in Enrollment Management
Currently, when we edit the "Application" Checklist step, there isn't an option to choose from multiple active Application Forms. This would be useful for two big reasons: International vs Domestic Applications : Our international population needs...1
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Allow Official Notes to send at a later time/date
We would like the idea of drafting an official note now then setting it to allow the letter to actually send at a later time. So say I wanted to send an acceptance letter to a student next Friday, I could draft the letter today then mark it so tha...0
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Allow Parents to Upload Documents during Enrollment and Re-Enrollment
Our International Parents could upload copies of their child's passport or visa paperwork to their child's onBoard record, which our staff could use when processing their child's paperwork.2 Already exists
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Community connections should include past students
This is a big blind spot in community connections. The KB here indicates alumni are also not included, although we've seen them show up (ex parents/grandparents that are also alumni).0
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Scheduling repeat tours for families
Many families choose to tour or visit campus more than once. However, once they tour that item is checked off on their checklist and additional tours have to be manually scheduled or do not show on their checklist.0