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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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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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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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Add Option to Attach School Program to Enrollment Year
We use the School Program field to sign preschool students up for our less than 5 day offerings. We have 2 day, 3 day, and 5 day half day and full day options for preschool. We would like to be able to see each students selection based on each enr...0
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Adding Paid Deposit to Contracts
At this time, there isn't a way to show on the Contract that a Payment has already been received. This can only be noted on the back end and is only visible to Admin, but I think it would be very helpful (and essential) that parents are ablet to s...0
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Ability to manually enter/update the Family ID in the contract under Enrollment Management
When a family pays their deposit by cash or check, the enrollment contract must be manually accepted, so the Family ID is not reflected in the contract even after the family's profile is created in Tuition Management. Since that is the case, there...0
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Add parent contact info to contract lists
No description provided0
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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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Please include a text box for Other if Citizenship does not appear in dropdown
Currently, if one's citizenship is not included in the dropdown, there is no way for them to enter it. There should be an "other" options, then the ability to enter their information in a text box.0