Clay McFerrin
Heritage Christian University
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Recent activity by Clay McFerrin Sort by recent activity-
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...
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Add Deceased Date Field
CompletedIt would be helpful to have an automatic window pop up when marking an individual as deceased, where we would have the option to record the date of death. Currently we record this information, if k...
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Filter by Custom Field in non-Reporting Areas
CompletedIn Advising > Advised Students and Academics > Academic Term > Students, it would be extremely helpful if we could filter by custom fields the way we can in the Data Slicer and the Enrollments repo...
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Organization Profile Picture in Search Preview
CompletedIf your developers get bored someday, it would be cool to have organizations' profile pictures appear in the search box like they do in Contacts > Organizations and like individuals' profile pictur...
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Filter Organizations by Date Added
CompletedIn Contacts > Organizations, in addition to the existing ability to sort by Recently Added, it would be helpful to be able to actually filter by Added Date (e.g., "before," "after," "in the range")...
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Reject School Domain Email Address on Multiple Profiles
We recently accepted a student whose email address using our default nomenclature (FirstinitialLastname) happened to be the same as for an existing student. Our IT person didn't notice this at the ...
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Apply Transfer Credit to a School Already on Student's Profile
CompletedIn cases where Student A and Student B received transfer credit from the same college under two different organization profiles (such as when a school changes names and we don't immediately recogni...
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More Filter Options for Transfer Credit Institutions
In Academics > Reporting > Transfer Credits, it could be helpful to have a few more options in the "Institution" parameter. Currently it's a simple is / is not; it would be nice to have options lik...
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View Transfer Credits on Organization Profiles
CompletedIt would be helpful if there were a tab on an Organization profile that would show all the students who have received transfer credits from that organization. Currently, the only way I'm aware of t...