When you view the Activity tab of an account, grant or project record, do you have to select the fiscal year each time? Save yourself a step by defining a default fiscal year. Here's how: Select Tools, Options from the menu bar. Select the Records tab. Highlight Account Activity, Grant Activity,...

I am in the process if scanning all of our pre-EE graduate and withdrawn student documents. So far, all I think I need to keep for each student (high school and middle school) is a report card for MS and SAT/ACT scores and a final transcript for HS students. Does anyone know of any regulations or best...

We have just converted to Educaton Edge and have now merged with the business office. Through this process it has come to my attention that there are many applicants as well as individuals who are "old" propects in the database. How do other schools handle prospect records that are not longer...

With everything on our plate these days, we could all use a little help. What would you say if I told you there is an option in FE to create a message that would pop up when anyone opens the specific record? Hopefully you're saying, "WOW that would be awesome! I know just how I can use that...

After a brief absence I’m back and more than happy to help. It’s been a busy fall especially with 7.77 releasing a couple weeks ago. Not to start back on such a downer but an important feature was added to 7.77 for student and applicant records. If a student or applicant passes away, you can now mark...

We are converting to Blackbaud and would like to know if anyone is payer centric and if that creates any problems with reconciling, viewing reports or any other areas. If anyone is payer centric and is quite happy with it, I would also like your feedback on how it has worked for you.

Where do others track an admissions referral? One of the lines on our sheet is "How did you hear about us?" 90% of the time its the name of a current parent or friend. Where do others keep this information? Jami Dix Development Coordinator

Hi all, Is it possible to move students from current student status back in applicant status? How do you deal with students who register for their first year but never show up? Thanks

Here is a great time saver for those of you that need to manage families with multiple children. You can create billing groups to quickly add or update student, individual, and organization records. Manage Billing Groups, the official name of the feature, lets you add records for an entire family at...

I am new to the Admissions Office piece of the software and was wondering how others track an individual's source or where they came from. We have an Open House, set up a booth at Pridefest, etc. and these things have not been tracked in the past. So, my first thought was to create an attribute table...