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Fillable Forms for E-Documents

Fillable pdf forms, where you can click into a box and just start typing, are not compatible with our E-docs system. Clients who upload these fillable forms report that their applicants have to now click "annotate" and "T" for text select the box,...
Guest over 4 years ago in Online Ideas Workspace / Other 3 Already exists

Simplify Documents feature

Client was very disappointed with the documents feature. Feels it is too complicated for the parents, needs to be very easy and clear on how to sign, add info. (I did show her the Help Center articles which help, but she thought those too were too...
Guest about 4 years ago in Online Ideas Workspace / Other 0 Already exists

Have debit cards decline a transaction instead of allowing a partial approval

Currently, our system allows partial approval when a parent makes a payment with a debit card. This means that if a parent submits a payment of $100 but only has $10 in their account instead of declining the transaction for insufficient funds. The...
Johnny Colvin about 1 year ago in TE Transactions / Operational Efficiency 0 Already exists

make Allergies field on registration form editable

Customer wants to be able to make this field required and currently cannot do that.
Debbie Scarlett Foster over 1 year ago in Online Ideas Workspace / Other 2 Already exists

Additional permission options for Corp TE Reports in Desktop

Endeavor would like to see a permission for Corp TE reports that they can grant lower level User Groups as needed.
Jesse Hartman 7 months ago in TE Transactions / Operational Efficiency 1 Already exists

Auto populate Tuition Express ID in Salesforce Accounts

Currently the only place to find a Tuition Express account number is in BAM. Adding this field in Salesforce would benefit multiples teams/depts. It would be important for this TE ID to only be visible in SF once a TE account status is "Pending/Pr...
John Fargason over 3 years ago in TE Transactions / Reduce Resources to support TE 1 Already exists