Release 1.00.0
Release Date
- January 23, 2023 (v1.00.0)
Sections
Admissions Step Display Rule Based on School Year(s)
Staff users can now create display rules for admissions steps that are specific to school years. Limiting a step's visibility to only applicants from certain school years allows staff users to utilize one admissions process for multiple school years which have different fees, forms, etc. required for admission.
Staff View Completed Payment Plans
Once a student has completed their payment plan, the plan used to disappear from view for staff users. We've updated the staff view to still show a student's payment plan even after completion in order to give better historical visibility on what the student's payment installment amounts and deadlines were. Completed payment plans will appear totally greyed out on the staff's view of the student's finance page. Students will not be able to see their completed payment plans.
Delete Automation Actions
Staff users can now delete actions that are part of an automation if that automation has never run before. This means that when staff users build an automation and then decide to change the actions being taken when triggered, they do not have to disable and rebuild a simplified version, as long as the automation has never been triggered.
Default Saved Card for Payments
Users with saved cards on file will now have that saved card be the default payment method in the Payment Options dropdown menu when making a payment. They can still enter other credit card credentials if they would like to use a different card than their saved one.
Alumni Status Function Update
We've updated the "Alumni" status to function as an "Inactive" type of status. This means that students with the status of "Alumni" in a school year will no longer have access to their Classes, Homework, Attendance, Inbox, or Resources for that school year. They will still have access to their Admissions, Finances, and Transcript. If you would like your alumni to continue to have access to class content, their status will need to be changed back to "Student". Please be aware that this will include them in the "Active" status count for Align billing again.
Discounts to Satisfy Deposit Step
We've updated the way that the deposit step can be satisfied to now include discounts. This update now allows students to use a promo code for a discount to lower or eliminate the amount that's required to complete the deposit step of admissions. Please note that the deposit step will now take any discount that's already been applied to the fee into account as well. This means that if the applicant chose a payment plan with an associated discount and then they land on the deposit step, the deposit amount required to complete the step will automatically be reduced by the discount amount that is associated with the payment plan.
Fee in Fee Step Posting Twice
This fixed an issue where a fee would be applied twice - once when a staff member landed on an applicant's fee step, and again when the student landed on the fee step.
Staff Reset Paid Fee Step
We've removed the ability for staff to reset an admissions step with an associated fee if there has already been a payment made towards that fee for the applicant. This will safeguard from applicants mistakenly having duplicate fees applied to their account if a fee step is reset.