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Ability for Capacity Planning to have the option to filter years.
When trying to compare granular data, it would help to see trends from year over year.2
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Ability to remove application forms from users if they have since been set to inactive
Currently, if a family starts an application form and we later inactivate it, that family can still complete the application form. We would like it removed from families as soon as we inactivate it. Leaving it with the family can cause confusion. ...1
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Financial Aid Requested to pull from Financial Aid Tab
Currently, in order to have FA requested show in the Contract Lists, you have to go in and mark it manually on each contract that has requested FA, despite there already being an award in the record. This strikes me as very inefficient. I'd like t...0
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Step-Parents added via inquiry form display as Step-Parents on the Contact Card
When a stepparent is added to the contact card through an inquiry form, the user will always receive a parent relationship. I would like to have this updated to allow for Step Parent Relationships to be added when processing an inquiry form.3
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Printed contract PDFs should reflect Display Names rather than Field Names
We have changed several field names to reflect our terminology for deposits under display names. However, once the completed contract is printed, it only prints field names. This causes much confusion for our families and wondering what they actua...0
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I would like the ability to track whether a relationship was added by the family or by one of our staff members
No description provided1
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Reminder notifications for outstanding in-school payment deposits
We currently use non-integrated contracts and families have the option to select in-school payment for the deposit, which allows them to submit the contract and send in the deposit after. It would be a big help to be able to set an automated remin...0
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Ability to name "Blank Form" or HIDE Form Type
Currently, we use "Blank Form" for a New Parent Questionnaire. Unfortunately, when it shows in Files & Forms it says "Blank Form" because the Type is listed. This confuses both parents and staff because the form has been completed but says "bl...0 Already exists
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Customizable File Labels
Please add the option to customize file label templates with Candidate Last, Candidate First, App Grade, Current School, App Year. We have to do crazy amounts of exports for something that other systems offer as a baseline.1
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Please allow a fee rule to have a discounted rate for a sibling application
We want to entice our families who apply for multiple children to have a discounted rate for the application. We currently charge $125, but want to offer a sibling application rate of $75. When I go to fee rules, it limits you to international stu...1