Bulk set custom due dates for Enrollment Contracts?

Lauren Marcus Eisenberg
Lauren Marcus Eisenberg
Tenth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud Enrollment Management System™

It appears not to be possible to set in bulk custom due dates for Enrollment Contracts? We issued a batch of contracts last month with a 3/4 due date. Not all have been submitted. Today, we are issuing the next batch (300+ contracts) with the due date of 3/20. From what I can tell, I have to go manually into each of these 300+ contracts to change the date?

Hive mind - hoping someone has a better idea!

Comments

  • Troy Burki
    Troy Burki
    Fifth Anniversary Kudos 2 Name Dropper Participant

    @Lauren Marcus Eisenberg I haven't done it personally yet but I believe you can set the due date in bulk for contracts through data import → reenrollment → contract update. I imagine you would need to generate the contracts and then do the data import to adjust the due dates for those particular students. In the past, if I have a whole group of new contracts to generate, my approach has been to copy the existing contract, modify the date, and then issue that version.

  • Lauren Marcus Eisenberg
    Lauren Marcus Eisenberg
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Troy Burki Thanks - will try this.

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