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Auto-fill Title of internal note based on Note Type
It would be great if the Title of an internal note could be filled in automatically based on the Note Type, similar to how the Subject of an official note fills in automatically when a Template is selected. If the Note Type in Candidate Profile Se...0
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When I make a copy of a form or checklist, it should be an identical copy with all toggles and text identical
When I make a copy of a form or checklist, it should be an identical copy with all toggles and text identical. It is extremely time consuming to retype all text (step descriptions, reminder email text, etc.) and double check all the toggles. It is...1
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Candidate Internal Notes
As an Admissions Manager I would like the ability to attach documents to a Candidates Internal Note. For example I would like to record an internal note about a communication with a parent and have the ability to upload the email exchange with the...0
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Choose which financial aid types show on contract
On an enrollment contract, only tuition financial aid should be listed and affect the Total due and the enrollment deposit calculation (tuition - financial aid). Currently, all FA is listed on the contract and is used by the software for the Total...0
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Publishing Event
I would love to have a feature to 'Publish' an event. For Open Houses and other large events, we use staff from all over the school to sign people in at our doors. Most do not have Enrolment Management permissions, and definitely not event manager...0
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add inquiry date for candidates who re-apply or re-inquire
If a candidate is re-applied or re-inquires, the system does not show the inquiry date in an excel list or candidate list. It would be helpful if the system kept the date so we can use it as a data point when we pull a list of candidates with thei...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
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Files & Forms - Respect Entering Year
As an admissions manager I would like for the Files & Forms to respect the entering year in place on the Candidate Record. Currently, if a student is re-applied (originally applied for 2024-2025 and then re-applied for 2025-2026) there are som... -
Set reminders and expirations based on time since publish instead of specific expiration dates
We conduct rolling admissions throughout the year and as such, our contracts and decisions do not have set expiration dates. This prevents us from taking advantage of automatic reminders since those are based on "x days before expiration." We woul...4
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Bulk Inactivating Contracts
Once candidates who have not completed their contract are inactivated, their contract remains active unless we individually return it. It would be great to be able to either bulk inactivate contracts or make it so that contracts become inactive on...3