Tiara Edwards
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Online References Date of Completion
CompletedI would find it helpful if the online references showed a time stamp for when they were completed by the reference.
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Improved Filters for Online Reference Forms
Our school would like to have the ability to filter to see if there are any Online References that have not been sent. Currently, when filtering in the Fields section, it will not allow you to look...
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Enrollment Agreement Cancellation
It would be helpful for reporting reasons to be able to mark enrollment agreements as cancelled. Currently we have to manage this with tags and other not as reliable features.
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Student File Exports
During audits, they often ask for us to have full files in the hundreds available for them on a short timeline. It would be helpful if a restricted role could pull a full student file with all the ...
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Better Form Organization
Feature Request: Allow forms in a person's account to be archived or stored together in some sort of a nice package, folder, tab, ect. Reasoning: Our school uses the forms for admissions/enrollmen...
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Certificate Ordering
We would like to have a way for alumni to order additional copies of their certificates/diplomas. Much like how they can order a transcript. This is particularly helpful for the medical field.
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Financial Automations
We would like the ability to have communication plans be automated to add to accounts only if they have an owed balance. Currently, the only option is to add one if they have a balance at all and t...
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Name Locks
1. Can we have the system automatically capitalize the first letter in a name field?2. Can we make the ability to change a student's name localized to fewer roles?
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Grouping Forms
We utilize the forms for onboarding paperwork and it would be really helpful if we could group certain forms or pull several form statuses into a report. The goal of this feature would be to offer...
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Admissions Portal Link Variable for Communications & Bulk Sending
CompletedIt would be helpful to be able to send the admissions portal links via a variable in emails that we create. Or at least be able to send them in bulk. A specific use case for us is adding forms to c...