Clay McFerrin
Heritage Christian University
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Recent activity by Clay McFerrin Sort by recent activity-
Student Filter on Balances Report
In Financial > Billing > Current > Student Balances, it would be super helpful to have a condition like "Student Is." For FVT/GE Reporting, we need to know student balances as of their program exit...
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Carryover Previous Lead Info Set fields as Default Values
When creating a new Lead Info Set for an individual who has one or more previous Lead Info Sets, it would be helpful if the system would automatically populate the values from the most recent Lead ...
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Filter Contacts > People for Lead Status
It would be helpful to be able to filter Contacts > People for whether they have any Admissions Lead records. With the Role filter, we can easily filter for Active / Inactive / never-have-been stud...
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Ability to halt progress on invalid applications / forms
We would like to be able to halt the progress of an individual using an application or other form that does not apply to them. Our primary use case is that we use a different application form for p...
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Bulk file download from Data Slicer
We have a number of custom fields for uploading individual or multiple files. These files may be uploaded by various staff members and are not necessarily retained on hard drives after being upload...
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Show More Detail in Degree Changes in Activity Feed Change Log
The Change Log in the Activity Feed is easily one of the most useful features in the whole system. A minor improvement would be to identify the specific degree affected by a "Degree Change" record....
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Convert High School Graduation Date to Permanent Field
Currently, a prospective student's "HS Grad. Date" is specific to the lead info set. Thus, when we have individuals with multiple lead info sets (i.e., they were prospects for one or more degrees o...
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Exporting Contacts with Organization Field
When I export from Contacts with the Organization field, it only displays the Primary Organization. I would like to be able to include non-Primary organizations as well. Otherwise, when I run an ex...
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Filtering Contacts by Organization
When I filter Contacts by Organization, I need an option for "Organization is / is not blank." In this case, I simply want to see everybody who has at least one organization on their profile.
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Payer Populi IDs on Financial Exports
Please add, or enable the ability to add, payers' Populi IDs to exports that include payer profiles. When exporting from Financial > Billing > Reporting > Payments/Refunds > "Totals by payer," the ...