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Allow more characters on the Enrollment Summary report so the full name of schools in the Grade Column can be seen.
The names of our schools are being cut off because the report will only show the first 15 characters. See attached column A.0 Under consideration
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Emails processed through Tuition Management
When clicking on a parent email address the email should be sent directly through Tuition Management and saved in the Communications section for access and thorough record keeping.1
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Tuition Management Emails
When clicking on a parent email address, it emails directly out of tuition management and then holds a record of the communication directly in their account. -
Add Country as an available field for Custom Reports
Some reports such as the Family Tuition Statement require that a Country be listed on a family's account in order for the report to be generated. Currently, admins are unable to create custom reports to show which country is associated with their ...0
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Customize dashboard
I'd like to modify my dashboard to show total number of students withdrawn rather than families withdrawn.0 Under consideration
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When a school initiates a block payment, initiate a pop-up asking if they would like the late fee turned off too.
Sometimes our school initiates a block payment for a family as a courtesy for various reasons, it would be very helpful if this action initiates a pop-ip from Smart's system to see if the late fee should also be turned off. Due to the number of ch...0
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add 1-29 Day Filter to custom reports
There is not currently a student based report which can show past due balances as as soon as they become past due (less than 30 days). There should be a 1-29 option available in the custom reports which reflects all payment data (inclusive of any ...0
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Include School Family ID in all reports
We add Raiser's Edge IDs to each family as a "School Family ID". When we pull reports, that field isn't included, so I have to do VLOOKUP in Excel, for every report. Please add that field to all reports.0 Under consideration
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Buy Now/Give Now Auto reports
It would be nice to be able to auto schedule buy now/give now remittance reports on deposit dates.0
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Create a refund wizard
There are a lot of steps to remember when creating a school-issued refund. You have to 1) unallocate the payment, 2) go back to the billing detail and zero out the month, 3) apply a fee called "refund" It would be awesome if you could click someth...0 Unlikely to implement