Clay McFerrin
Heritage Christian University
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Recent activity by Clay McFerrin Sort by recent activity-
Enable Formulas as Form Field Conditions
Okay, Populi, who's up for a challenge? We have a form in which the several of the fields are numeric, and we would like to have different types of information appear depending on the cumulative va...
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Enable "OR" Operators in Form Conditions
We need to be able to trigger a form field whenever one condition group is met OR another condition group is met, as is possible in the Data Slicer. Currently, the form condition groups only work ...
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Add Race/Ethnicity as a Leads Filter
We would like to be able to filter for Race/Ethnicity, as we can for Gender and other demographic characteristics, at Admissions > Leads.
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New Custom Field Input Type - Person Profile
We are requesting a new type of input for custom fields - Person Profile. For example, our retention program involves assigning success coaches to at-risk students for a given semester. So we have ...
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Custom Automation by Application Field Response
According to my recent interactions with Populi Support, it is possible to develop automations that are triggered by the STATUS of a particular application field, or based on responses to fields se...
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Warning for Conditional Fields
CompletedPlease add an indicator to the fields upon which other fields are conditioned in Applications and Forms. Example: Q1: "Do you enjoy watching sports?" [Yes/No] Q2: "What level of sports do you prefe...
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Organization ID in Transfer Credit Export
It would be great to have the Populi Organization ID of an institution included by default (or at least to have the option to include it as a field) in exports from Academics > Reporting > Transfer...
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Open Links in New Browser Tabs
AnsweredCertain operations would be easier if certain hyperlinks automatically opened in new tabs in the Internet browser, leaving the existing Populi page unchanged. For instance, almost any time I click ...
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Filter by Payer Name
CompletedIn Financial > Billing > Reporting > Payments/Refunds, for every report that includes the payer name, please add a "Payer Name" filter condition (with options like "is", "contains", "begins with", ...
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Student Payments Tab for Individuals
We have many individuals in our system with whom we have no relationship other than that they have made one or more payments toward a student account. We want to keep these profiles to avoid having...