Generate contract from student record

It would be great if there was a Generate Button on the individual. So when you assign the contract, you can just click on Generate. It's more time efficience. You skip a bunch of steps.

  • Marisa Phirangee
  • Feb 22 2021
  • Implemented
Blackbaud Enrollment Management / Contracts
  • Attach files
      Drop here to upload
    • Austin Ewachiw commented
      November 18, 2024 17:44

      This is fantastic! I am sharing with my finance team immediately!

      Attachments Open full size
    • Bryan Lorenzo commented
      November 12, 2024 20:18

      Love it!

      Attachments Open full size
    • Kirstin McDonald commented
      November 12, 2024 18:42

      Wahoo!!

      Attachments Open full size
    • Admin
      Kelsey Huijgen commented
      November 12, 2024 16:31

      Hi all - this feature is now available! When you go to a student's contract tab, you'll see a Generate button next to the edit/delete icons for any contract that's eligible to be generated for that student.

      Attachments Open full size
    • Ossy Goldenberg commented
      June 24, 2022 15:29

      Great for "one off " contracts

      Attachments Open full size
    • Priscilla Lopez commented
      June 19, 2021 03:49

      This makes sense. Being able to generate a contract as soon as it's assigned from the Candidates profile makes sense.

      Attachments Open full size

    Related ideas