Joshua Aldape
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Recent activity by Joshua Aldape Sort by recent activity-
Activity Feed: Transcript Notes
Just like Inquiry Comments and Application Field notes appear in the Activity Feed, we would like to see Transcript Notes appear on the Activity Feed.
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Print Layouts: Full Design Access
We are requesting the ability to fully design a letter – body and all – in the HTML layout editor. It would be helpful to access all variables regardless of scope, such as custom fields, name, cont...
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Webhook Trigger: Application Fee Status
We are requesting to have a webhook for when an application fee status changes from unpaid to paid. We would like to run a script when the payment status changes.
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Communication Templates: Global Variables
We are attempting to use a variable in communication templates to enter the start date of an intake. Currently, we are manually updating the start date for each template. We would like to update th...
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Unlink Inquiry from Person
CompletedGood afternoon, Are we able to add the option to unlink an inquiry from a person?Currently, the option is available for Applications and Forms.The reason this would be beneficial is if an inquiry w...
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Form: Assign Submissions
Greetings, We are requesting the ability to assign form submissions for review (Contacts > Manage > Forms). The goal would be to assign/reassign to different Managers similar to Representative for...
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Communication Templates - Mobile Friendly
Greetings, We are inquiring about having the capabilities to make Communications > Templates mobile friendly. We are interested in being able to add, for example, "@media only screen and (max-widt...
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Activity Feed: Inquiry Comments
We are inquiring about displaying the comments posted in Inquiry Comments to appear under Activity Feed similarly to how comments are posted in Applications. Currently, in Activity Feed it displays...
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Filter: Assignment Statistics
This feature request is to add filter options under Assignments for courses. Course - Assignments - Assignment Name: A student filter for Grade/Percent, Letter Grade, Test.Assignment Statistics: If...
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Form: Action Function
Good morning, We are requesting an Action function for Form responses under Contacts > Forms. We are attempting to use tags, send emails and texts, and/or set custom fields. -Joshua