Clay McFerrin
Heritage Christian University
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Add Cost of Attendance Components as Fields in the Aid Applications Export
The Aid Applications export shows the Program COA, but not the amounts for the various components (e.g., Tuition and Fees). Please add those breakout fields as columns in the export. Thanks!
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Ability to export more than 10,000 rows
Anywhere there's an export function (Contacts, Leads, Applications, Enrollments, Accounting Transactions, Billing Charges, etc.), we should be able to export more than 10,000 rows, even if for no o...
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Sync Address Between Individual and Organization
We would like to be able to sync an address between an individual and their primary employment organization, similar to what can be done between related individuals. We only need this for employmen...
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Student Type and Advisors
We have a number of students for whom we would like to limit their Student Type to Campus: Enroll/Audit and Online: Audit Only. However, this setting not only restricts the student from self-regist...
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Website Types for Individuals and Organizations
It would be helpful to have: 1) a short list (built-in or customizable) of website/URL types (e.g., website, Facebook, Twitter/X, LinkedIn), similar to the "Home," "Mobile," etc. phone types and "M...
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Reporting on Email Template Usage
In Communications > Templates > Email Templates, I am interested in a way to determine which of our email templates are not currently in use, or more specifically, the most recent time each email t...
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Enable simultaneously pasting of multiple values in filters
It would be great to be able to copy-paste a set of values (e.g., Last Name, Student ID, Populi ID) into a filter with the "any" operator, rather than having to go through the selection process eve...
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Add Name and ID Fields to Filters
It would be helpful to have more unique / personal criteria for several filters. 1) Academic Term > Students: Add Student ID, Populi ID, First Name, and Last Name 2) Contacts > People: Add Populi ...
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Prefix and Suffix Dropdown
A similar request was marked Completed because there are fields for Prefix and Suffix, but it would be more helpful if schools could define their own set of multiple-choice options. We would like t...
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Sort Student Payments on Organization Profile
On the Student Payments tab of an organization's profile, it would be helpful to be able to sort the data by tapping the column headers (particular Payment #, Transaction Date, and/or Student Name)...