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Adjust Payment Plans with integrated SMART contract
Once a contract form is in use it would be great if we can adjust the payment plans since they can start on different months. So if a a contract is completed in February for payment to start May 1, that plan should disappear from the contract on M...0
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Enable Individual Applications
Occasionally there are candidates who we would like to apply once applications are turned off for the year. Currently, we have to enable applications for all candidates in order to make exceptions for one in particular. I would like to be able to ...0
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Allow for Applications to be copied to different entering years without having to download them.
This would streamline the process and make it easier to correct applications tied to incorrect years.0
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Add a notification letting writers of recommendations know that their uploaded documents have been received.
At the moment, I get a lot of emails from concerned educators, wondering if they uploaded their recommendations correctly. I spend a lot of time replying to these emails. All those who email me seem very surprised that they have not received an au...1
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Allow a milestone to "override" another
Allow a milestone to override another milestone, Say you have a checklist of Parent TourParent/Guardian Statement Student Assessment Day Parent Interview NEW MILESTONE Application Form Once someone starts the checklist, they are "Started" we want ...0
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Move the Deposit Feature to the Payment Window
Currently the deposit tab appears after the Review Tab, and many of our families get to this page and assume that they are finished and log-off. The Deposit should be incorporated within the Tuition payment plan/summary and have the option to be p...0
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Retention or Attrition Report Needed
Why can I not pull a report that will let me know what my retention rate is? That should be a standard report as this information is extremely important to schools.0
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I'd like the ability to copy smart contracts, and remove the smart integration
This would be useful as reassigning contracts can be a common occurrence for schools and recreating a contract from scratch is quite a time-consuming process. If we could turn off integration for a freshly copied contract that hasn't been assigned...3
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Put on Hold Access to Application
I would like to allow inquiries to be submitted for school levels/grades without applications automatically being available to candidates with processed inquiries in that school level/grade. This would allow administrators to collect inquiries for... -
Checklist Dropdown Visibility
I would like to suggest that if you change something on the checklist dropdown, it changes to a different color so it makes it much easier to see what is awaiting, started, waived or completed.1