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Add CRM functionality for recruitment purposes
Add features that are available in Hubspot/SalesForce.....integrated lead generation and automated marketing workflows. "Slate" - A single, unified interface to CRM, outreach and communications, travel management, online applications and retention,0
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Ability to remove reCaptcha from inquiry form
Captcha was removed from Event Registration and Giving forms, and now as of 3/23/2021, it's been put on Inquiry forms. This is really irritating to prospective families, especially on a phone when the user has to pick all the images to pass the Ca...1
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Do not make a candidate available for enrollment until contract is submitted.
We use Blackbaud contracts and currently if a candidate "accepts/makes their decision" they are automatically available for enrollment - even if the contract has NOT been submitted. To enroll a candidate without their contract being submitted seem...1
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Inquiry & Application Form Processing Header
As an Admissions Manager, I would like to see the following fields added to the Inquiry & Application Form Processing Header so that I do not have to click to view the PDF to assign the correct checklist. This will help reduce the number of cl...0
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Add gender in the “Current Status - By Grade” report.
The report shows if the student is a Boarder or Day student which is great but no gender. For example, knowing how many female boarders by grade would be extremely useful from a canned report. While there are "work arounds," it's frustrating to ha...1
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Re-enrollment Contract needs to have open-ended fields for % tuition paid by divorced parents
We need to have divorced parents (some who have filed for divorce in the middle of the previous the school year) fill out the following information on a re-enrollment contract: To whom shall we send or address the following? General Correspondence...1
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Set up certain forms to be family-specific
It would be far easier for parents with multiple children to submit one Emergency Contact Form and one Grandparent Profile Form that would apply to all registered students.3
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Add Visits to Faculty schedule when listed as a participant.
Currently, if you have a visit or interview in Enrollment Management and you add a current student as a participant that visit is automatically added to the schedule on that student's screen under My Day > Schedule. It would be very useful if t...0
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Include Contract Fields in API with Finalsite
Currently the Contract Fields are not available for Finalsite to pull for our students and candidates. This would be super helpful.0
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ability to delete used Offical Note types
I would like the ability to delete Official Notes types even if they have been used. If that is not possible then the ability to hide inactive types.1