Is there a way to email all parents of students who have incomplete Student Checklists? The existing reminders are tied to individual steps. We're using checklist to track school forms, each step tied to a different form. We've used the form reminders in the past, but when parents missing several forms (sometimes for more…
Is there a way to create a different type of Candidate? For instance, I would like to have a candidate and a transfer candidate. That way, we can have one enrollment checklist and assign specific steps based on the type of candidate they are.
I am trying to set up our counseling department who are split into four groups by alphabet. I do not understand the purpose of Advisories, but our system has many more people than just Counselors. Can anyone shed some light on this topic and share how your counseling department is set up in Blackbaud.
Hi, Does anyone know if there is a way to hide a portion of the admissions checklist until the first item is submitted by the candidate? For instance, I would like the family to fill out and submit the application first before they start uploading other documents or signing up for testing. If this can be automated, not…
Does anyone know if there is a way to get rid of the "No forms need attention at this time." on the new parent progress view. It's right at the top of the page above the checklist. We have more of a rolling admissions format with several admissions windows that we use to accept students and so we don't put due dates for…
We have had a few families who sign the enrollment contract, told us their were going to wire the deposit and never did. Then, ultimately they decline the offer. Because the contract is still in the pending contracts portal, we want to remove it and deactivate the student. We impersonated the student, selected Decline…
Hi all! We recently switched over to the new (to us) Event Registration system through Enrollment Management. I love that we can print nametags, however, I'm sure our marketing department would like to format what the system generates. Does anyone know how you can modify the font, add logos, etc.? Or maybe there is a way…
Hello! We are looking for a way to send an internal evaluation form to our teachers who may have interacted with a student on their visit day. Does anyone have a good way of doing this through Blackbaud? It was suggested to use a Google Form, but then I would have to save each submission as a PDF and upload under misc.…
It's about that time when we'll sit down and set all of our admissions events dates for the fall of 2024. That also means it's time to build new checklists. After a few years of using the old events registration module and learning its quirks and how to create work-arounds to get past its limitations we're now forced to…
It looks like you're new here. Sign in or register to get started.