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Increase Recent Family View
When clicking on View Families, the last family worked on is listed as a shortcut. Can that be expanded to 5 families?Under consideration
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Better Merge Function Needed
The mail merge feature on the financial aid letters is embarrassingly low tech for blackbaud. There should be a way to merge letters to two parents or one. For example, if there is only one parent on the application, the letter will say: Dear John...Under consideration
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Re-phrase "Payment Due Date" drop-down option in SMART/Enrollment Management contracts
For an Enrollment Management/SMART contract, once a family has selected their payment plan, the "Payment Due Date" drop-down only displays the number "1." It would be great if this could be re-phrased as "1st of every month," so that it would be m...Already exists
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Update language in Terms & Conditions of a SMART/Enrollment Management contract
Currently, under "Review Terms and Conditions" on a SMART/Enrollment Management Contract, there are phrases such as "see reverse side," which is not applicable for a digital contract that has the entirely of the terms displayed on the screen. -
Customize dashboard
I'd like to modify my dashboard to show total number of students withdrawn rather than families withdrawn.Under consideration
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Restructure the Summary Report to be more useful for the school user.
Based on my experience in financial aid, and after working with Smart Aid schools, I believe we could restructure the Summary Report to better meet the needs of the school user in terms of applicable and relevant data. I have attached a sample cur...Already exists
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Default menu access to be set to Edit Billing Details
As a Student Billing Liaison, 95% of the time i am changing some's fees, discounts , or adjusting the account. In turn, having the menu default to edit billing details would save clicks/time. -
Communication for mailed in payments placed
When payments are mailed to us and it is an invoice payment. It would be nice to have the parents receive an email communication when that payment is placed on the family account. -
There needs to be a choice of "Graduate" under student grade.
Blackbuad Student Billing had the choice of "Graduate" for the grade level. This is helpful when the family has a graduate and a sibling in another grade. Also, if the student who has gradated has some miscellaneous fees that needs to be assessed ...Planned
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Mobile Phone Number should be a required field within Enroll With Smart
The Follow-up Service sends one text message and one email reminder a week for families with past due amounts. If a school wants to contact a parent, for any reason at all, a phone number is needed. There are many other scenarios in which a family...Under consideration
