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Customizable Placeholders
When creating email notifications for infractions/consequences, being able to customize placeholders would be helpful. It would have to follow a specific formula (similar to excel functions), but would be great to expand the menu of options for pl...1
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Update the Education Management SSO integration to include BBID
With the move to BBID, it would be great if the SSO in Education Management could also associate the TM account with the Education Management BBID.0
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Individual Billed & Paid Reports
This is my third attempt to suggest that individual family Billed & Paid reports could be pulled directly from the families account. Thank you for your consideration.1
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Create an On Hold status for applying candidates.
There are many times candidates can not complete the application process in the prescribed timeframe of admissions. They are not inactivated in the system bc we would like to keep them active to in case Admissions needs to see more candidates and/...0
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Allow the ability to push award amounts to Tuition Management more than once
Financial Aid awards change, especially if a family requests additional aid or if our school awards them a different amount due to other students withdrawing. The "push to Smart" feature is only available for a student once, but it's a manual proc...0 Under consideration
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Add Internal Email Notifications for Contracts (submitted)
Add the ability to create internal notifications (specific to each contract created) when a contract has been submitted by a candidate, or student, etc. Currently there is only the ability to edit a general internal (email) notification when a con...5
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Smart Tuition Invoices
Invoice layout should have school name and address not just the new logo option. Having the Blackbaud name and address is good for parents who send payments to Blackbaud but most of my parents are on auto debit. However, parents still need to uplo...0 Under consideration
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Allow lists to include Last name and first name separately
Names are typically presented as one field, "First Last". This is not a helpful configuration for sorting purposes. This is actually across all modules not just Billing Management.1 Planned
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Add Form fields to Medical Forms
For sports participation our nurse has a form with questions regarding wearing glasses, a brace of any type, had concussions, prior broken bones or sprains and other questions. We can not currently use a medical form for this because we can't ask ...6
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Check box to use the same bank account for deposit and ACH
It would be convenient to not have to type the same bank information again on the contract0