Valerie Whitley
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Activity overview
Latest activity by Valerie Whitley-
Valerie Whitley commented,
Definitely would be great!
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Valerie Whitley created a post,
Ability to Remove Standard Fields from Reports before Exporting to Microsoft Excel
Our university would find it helpful if we could remove "standard" fields/columns from reports through the Export Helper (where the "Add Fields" and "Field Sets" are located) prior to exporting the...
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Valerie Whitley created a post,
Refund Automated Descriptions Including the Course it is Associated With
Like the tuition charged automated descriptions where courses are listed in parentheses when looking at the Financial > Billing > By Term > Charges reporting section for any term, we would like ref...
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Valerie Whitley created a post,
Dashboard View Graphics - Underlying Data
The Financial, Billing, By Term, Summary, Dashboard View does not have filters like the Home, Academics, Academic Term, Students, Dashboard View. This is fine, but we are not able to replicate the ...
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Valerie Whitley created a post,
Automation of Changing Lead Statuses
We would like to request the allowance of automations to change Lead Statuses in the Admissions area of Populi, once a field has a value inputted or a file uploaded as the trigger. Thanks.
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Valerie Whitley commented,
This would be helpful in the Letter Templates as well. Also, a variable for "Last Account Activity" to go along with this. Thanks.
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Valerie Whitley commented,
Agreed. We not only need this for Academic Advisors, but also for our Marketing team who works in-tandem with our Admissions team.