Sam Horowitz
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Application Dates
It would be helpful on the Applications Table if there was a way to view/sort/filter on Application Start Date and Acceptance Date (or really any of the status dates in an ideal world).
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Customizable Donation Receipts
CompletedWe would like to be able to create a customizable template for donation receipts.
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Payment Form Customization (Credit Card Payments)
We'd like the ability to add a block of text on the credit card payment form. This could be used to describe what credit cards are accepted (or not accepted), pertinent information about how things...
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Saving Filters
CompletedWe're able to save "reports" in the Data Slicer now. We would love to be able to save filters in a number of other areas. Admissions>Leads (to generate call lists or Admissions status reports, quic...
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Funnel Report - See who is in each row
When using the Admissions Funnel Report, it would be great to be able to see who comprises each row even as we filter at the top. Not sure if it would help others, but the way we do admissions stat...
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Conflict Resolution on Application Import
Sometimes, a prospect applies after being a lead for a long time. If their information has changed, the old information "wins" the conflict when that application is linked to the existing Person. P...
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Notify when user selected for email does not have an email address
When we're emailing a list of people (eg, all the open applicants) we occasionally notice that the # of email addresses that load doesn't match the # of people on the original list. For example: ...
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E-mail List Improvement
From our Director of Enrollment Management: Populi, please please please let me delete email addresses after I generate a list of email addresses from a list of names! For example: Last week I wan...
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Keyboard Shortcut(s) For Search
CompletedI would love the ability to navigate to certain things by keyboard shortcut - particularly opening (and focusing) the search box (and then the ability to scroll up/down and select a search result).
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Notes via API
It would be helpful to be able to add notes to a person's profile via the API. For example: We have a system of managing e-mail forwarding. When the system adds or updates an email forwarding entry...