Hello, I'm working on a read-only role for our Coaches to use. Our current Coach Connection Role has the following Tasks: Admissions ManagementCandidate NoteAdmissions ManagementCandidate ViewAdmissions ManagementManage CandidatesBlackbaud connectionsOmnibarOfficial notesOfficial Note Detail ViewOfficial notesAdd Official…
Hello, This is our first time going through this BB enrolment process a 2nd time and with applications opening for the 2025/2026 school year on November 15th we need to know how to correctly do this. We require families who were denied space or waitlisted to reapply with a fee and go through the whole process again (upload…
We would like to send a canned welcome letter when a candidate is accepted from the Division Director. Ideally, it would be auto-triggered when the Admissions Department accepts the candidate. It would be nice to have some personalization, pull the student's name, etc. We have 4 different divisions and directors, so we…
Hi everyone, I know there is a way of doing this but can't find where! I am trying to customize the values that the Referral Type block display on the Inquiry Form and the Enrollment Form, but cannot find where to do it. Any help is greatly appreciated. Tere
I learned this morning (from a parent at our school) that CA also prohibits charging separate credit card fees effective June 2024. Since the Enrollment Management contracts aren't dynamic (i.e., can't calculate a “cash discount” as a % of tuition charged based on payment method selected), I don't understand how we can…
Does anyone know if you can send emails out Enrollment Management and have there be a recorded trail. Currently we are complying and pasting emails into a students record
We have two reps per student, but there is only one field available to assign, has anyone found a workaround for this?
Hello, We use the Admissions Event section of Enrollment Management for a series of events that have a limited number of child registrations. Because the children are the event attendees, the list in the event only shows what would be the child's email, but we need the parent/guardian email. How do I make a list that will…
We've gone paperless and I'm wondering how everyone else who has gone paperless, shares an applicant's file with someone else in the school such as a counselor, advisor, head of school, etc. It seems silly to set up a committee review for every single teacher and advisor in the school. We don't need them to do an official…
We need to contact in bulk all parents with contracts past due, either with Official Notes or Pushpage. However, I can't seem to run the proper worklist for an official note, I'm not able to compose an official note from the Contracts List, and I can't find the contract due date field anywhere in advanced lists. Any…
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