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Version Summary

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Admit - Academics Management - "Higher Education Program" form added to Programs

  • Johnathan Clark
  • Version 9.5.0.0
The new greymatter CRM form, "Higher Education Program", has been added to Program records for greater data collection when building Programs. 
...

Admit - Academics Management - Business Process Error thrown when creating New Course History

  • Johnathan Clark
  • Version 9.5.0.0
Business Process Errors occurring when greymatter CRM users create a New Course History for students to see the Course Waitlist status on the Portal.
...

Admit - Academics Management - Course Section table views should not display "Course Day/Time"

  • Johnathan Clark
  • Version 9.5.0.0
Identified that greymatter CRM users do not have need to see Course Day/Time data in any available table view.
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Admit - Academics Management - 'Cut-off Date' field deprecated from the Program table

  • Karthik Srinivasan
  • Version 9.5.0.0
'Cut-off Date' field determined as unnecessary for the Program table.
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Admit - Academics Management - Deprecated Course Table Fields

  • Logan Stewart
  • Version 9.5.0.0
Credits field was deprecated in place of the HEA mshied_credits field.
...

Admit - Academics Management - Instructor Lookup not showing Instructor names/emails

  • Johnathan Clark
  • Version 9.5.0.0
When the greymatter CRM user is creating a new Course Section, they should see a list of names for available Instructors when they use the Lookup feature in the Instructor field.
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Admit - Academics Management - Program Version duplication handling

  • Johnathan Clark
  • Version 9.5.0.0
A greymatter CRM user should not be able to create duplicate Program Versions.
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Admit - Academics Management - Set Academic Level to 'Course' level & inherit thru 'Course Section'

  • Victor Panlilio
  • Version 9.5.0.0
'Program Level' should be at 'Course' level and inherited at 'Course Section' level.
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Admit - Admission Application - LOA are not being sent; Flow not working

  • Johnathan Clark
  • Version 9.5.0.0
When the greymatter CRM user selects the "LOA Email Send" Flow from the Program Application form, the LOA should be sent and the action should be captured in the record's Timeline field.
...

Admit - Admission Applications - Agent Email field is unnecessary in the Program Application form

  • Johnathan Clark
  • Version 9.5.0.0
Redundant Agent Email field should be removed from the LoA tab in the Program Application forms.
 
...

Admit - Admission Applications - Form fields removed and edited

  • Johnathan Clark
  • Version 9.5.0.0
Students do not require Concentration descriptions, nor codes and descriptions for Admission and Term fields, in order to complete a Program Application.
 
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Admit - Admission Applications - Review Status options require deprecations of unnecessary fields

  • Johnathan Clark
  • Version 9.5.0.0
The Admissions Officer Review form in Admission Applications requires deprecation of fields identified as unnecessary.

 
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Admit - Application Checklist - Program checklist items should prepopulate on submission

  • Johnathan Clark
  • Version 9.5.0.0
Program Checklist items should pre-populate Program data based on the Program Selected in Program Application.
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Admit - Awards Management - Add Scholarship 'Offer Deadline Date' & 'Offer Accepted Date'

  • Karthik Srinivasan
  • Version 9.5.0.0
Display 'Offer Deadline Date' and 'Offer Accepted Date' fields within the Scholarship Application form.
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Admit - Awards Management - Scholarship Application attachments made accessible in CRM

  • Johnathan Clark
  • Version 9.5.0.0
The Scholarship Applicants table forms in CRM have been lacking a section to access documents attached to portal-based scholarship applications.
 
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Admit - Contact Management - Financial Transaction records not created for payments made thru portal

  • Logan Stewart
  • Version 9.5.0.0
Payment Financial Transaction records found as not being created for payments made in the portal.
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Admit - Contact Management - Previous Education fields made mandatory

  • Karthik Srinivasan
  • Version 9.5.0.0
Fields have been made mandatory in the Previous Education table found in the Student Form, under the "Education, Programs of Interest & Areas of Interest" tab.
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Admit - Data Management - Business Process Flow added to Admission Applications form

  • Johnathan Clark
  • Version 9.5.0.0
Desire was voiced for a Business Process Flow to guide institution's CRM users and allow for control through the stages of a student's application, from Application Review, to Pre-Admittance, Deposit/Payment, Student Readiness, and Enrollment. This feature required enhancements listed below in the Release Notes section.
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Admit - Data Management - Gender field removed from Admissions Application forms

  • Johnathan Clark
  • Version 9.5.0.0
Request made to remove the Gender field for program application forms. 
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Admit - Deprecated Product Entity Fields for Course Section Entity Fields

  • Logan Stewart
  • Version 9.5.0.0
Product Table Field Depreciation
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Admit - Program Version - Details not displayed though data are entered in CRM

  • Karthik Srinivasan
  • Version 9.5.0.0
Details not displayed in Portal though data is entered in Program Version in CRM backend
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Admit - SIS Data - Adding Notes section to the Program Application Checklist form

  • Johnathan Clark
  • Version 9.5.0.0
A greymatter CRM user should see the Notes uploaded from the Portal in the Program Application Checklist form under the General tab. 
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Admit - SIS Data - Admission Applications: List of Fields to be made mandatory

  • Victor Panlilio
  • Version 9.5.0.0
Make the Name, Program, Year, Term and Application Date fields to be mandatory. 
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Admit - SIS Data - Checklist Item: Make 'Code' mandatory

  • Victor Panlilio
  • Version 9.5.0.0
The 'Code' field in the Checklist form should be made mandatory. 
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Admit - SIS Data - Deprecated 'Status Reason' fields from view and form

  • Johnathan Clark
  • Version 9.5.0.0
Identified that the 'Status Reason' fields in the Admission Application table view and Program Application forms were unnecessarily visible, as the 'Review Status' field is being used instead.
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Admit - SIS Data - Program Application 'Academic Year' entry field replaced with lookup field

  • Karthik Srinivasan
  • Version 9.5.0.0
The four-digit 'Academic Year' field in Program Application should be replaced with lookup field.
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Admit - SIS Data - Program application: Remove 'Agent email' field from form

  • Victor Panlilio
  • Version 9.5.0.0
Remove the 'Agent email' field from the Admission Application form.
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All Work Areas - Account - Agency form: Set 'Organization Type' to 'Recruitment Agency'

  • Victor Panlilio
  • Version 9.5.0.0
CRM: Account: Agency form: Set 'Organization Type' to 'Recruitment Agency' once application is submitted from portal.
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All Work Areas - Common - Included Connection references in solution deployment

  • Karthik Srinivasan
  • Version 9.5.0.0
Ensured that all Cloud Flows use Connection references within Contacts forms.
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All Work Areas - Contact Management - "Conversions and Student Journey" table to change to read-only

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter CRM user changes a Contact's "Active Contact type" that change should only be reflected within the "Conversions and Student Journey" table found within the Student Contact form under the "Student Portal Profile" tab.
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All Work Areas - Contact Management - Automatic transitions of Active Contact Type value

  • Johnathan Clark
  • Version 9.5.0.0
Automatic logical transitions of Active Contact Type occur between Prospect, Registered, and Alumni student types.
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All Work Areas - Contact Management - Cont.Ed.: Make "All Invoices-CE" default view

  • Victor Panlilio
  • Version 9.5.0.0
In the "Student - Degree Plan" form, under the Continuing Education tab, and within the Invoices grid, the "All Invoices-CE" view should be set as default.
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All Work Areas - Contact Management - Conversion and Student Journey not updated

  • Victor Panlilio
  • Version 9.5.0.0
Converting a student's status from Prospect to Registered does not update the form view.
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All Work Areas - Contact Management - Deprecated Contact Conversion Fields

  • Logan Stewart
  • Version 9.5.0.0
Fields Deprecated from the Contact Conversion table
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All Work Areas - Contact Management - Deprecated Contact Table Fields

  • Logan Stewart
  • Version 9.5.0.0
Many Fields Deprecated from the Contact Table
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All Work Areas - Contact Management - Deprecation of Account Entity Fields

  • Logan Stewart
  • Version 9.5.0.0
Depreciation of many foundry fields that were specific to client implementations
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All Work Areas - Contact Management - 'Run Degree Plan' button, Program Version Details grid missing

  • Victor Panlilio
  • Version 9.5.0.0
In the Contacts Student form, the 'Run Degree Plan' button and Program Version Details grid are missing. 
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All Work Areas - Creation of a new Sample Dataset

  • Logan Stewart
  • Version 9.5.0.0
Creating a new Sample Dataset that will be available with the new release to provide clients context when evaluating the Product.
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All Work Areas - Customer Onboarding - Moodle Training Videos

  • Karthik Srinivasan
  • Version 9.5.0.0
greymatter customer onboarding training videos published in Moodle LMS platform.
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All Work Areas - Dashboards - Enhancements to various dashboards

  • Karthik Srinivasan
  • Version 9.5.0.0
Enhancements provide to various dashboards, as listed below.
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All Work Areas - Data Management - Set Default Values for Optionset Populator Records

  • Karthik Srinivasan
  • Version 9.5.0.0
Default Values of Optionset Populator Records to be set for deployment consistency.
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All Work Areas - Deprecated Agency Commission Fields

  • Logan Stewart
  • Version 9.5.0.0
Banner Specific fields in the Agency Commission Table have been deprecated because they were client specific.
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All Work Areas - Deprecated Bulk Program Application Fields

  • Logan Stewart
  • Version 9.5.0.0
Depreciation of some fields for Bulk Program Application table.  These fields were no longer required from clients or other features.
  • foundry_agencyyominame
  • foundry_uploadedbyyominame
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All work areas - Optionset Manager - Included Global optionsets

  • Karthik Srinivasan
  • Version 9.5.0.0
Included Global optionsets to Optionset Manager setup.
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All work areas - PCF Controls - Compile PCF Controls into greymatterPCF solution

  • Karthik Srinivasan
  • Version 9.5.0.0
Include all PCF controls used in greymatter into a single greymatterPCF solution.
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All Work Areas - Table Views - Redundant Views deprecated

  • Johnathan Clark
  • Version 9.5.0.0
Over 75 redundant Table Views were found and deprecated throughout the greymatter base product. These Views were identified as those that provided no product enhancement and complicated the navigation of long View lists.
 
...

Common - Email Send Post- and Pre- Plugin Timeout

  • Victor Panlilio
  • Version 9.5.0.0
Email plugin is only able to update 300 contacts per minute and hits a timeout.
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CRM/Portal - Language Toggle - Eng-Fr toggle available

  • Johnathan Clark
  • Version 9.5.0.0
Language toggle available for English and French translations within greymatter CRM and Portals.
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Data Management - Run/Restart/Stop Databridge manually from inside CRM

  • Karthik Srinivasan
  • Version 9.5.0.0
Provided option to Run/Restart/Stop Databridge manually from inside CRM.
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Degree Planning - Fixed optionset duplications in Academic Period Details table filter

  • Johnathan Clark
  • Version 9.5.0.0
In the Degree Planning app, fixed optionset duplications for the Academic Period Details table filter (ie: Fall 2022, Fall 2022, Winter 2023, Winter 2023, etc.).
...

Deprecated Sales Literature Table Fields

  • Logan Stewart
  • Version 9.5.0.0
Deprecated Fields for the Sales Literature Table
 
  • foundry_publishedtoportal use 'iscustomerviewable' instead
  • foundry_publishedtoportalname use 'iscustomerviewable' instead
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Deprecated Test Score Table Fields

  • Logan Stewart
  • Version 9.5.0.0
Test Score Table Fields Deprecated
 
  • foundry_associatedcontact use 'mshied_studentid' instead
  • foundry_associatedcontactname  use 'mshied_studentid' instead
  • foundry_associatedcontactyominame  use 'mshied_studentid' instead
 
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greymatter Application - App Image - Missing Logo

  • Logan Stewart
  • Version 9.5.0.0
Updating to have greymatter logo and image for the app.
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Marketing & Events - Marketing Automation - Newly Designed Email Templates for Events

  • Johnathan Clark
  • Version 9.5.0.0
Using a new set of free markers (free markers are used as variables to pull CRM data into email templates), 7 new automated email templates have been added to greymatter.
 
...

Marketing and Events - Event Management - Populate Account Location to Event Location in an Event Sc

  • Johnathan Clark
  • Version 9.5.0.0
Allows for greymatter CRM users creating events to automatically populate location metadata from their account location to the event location fields in an Event Schedule form.
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Marketing and Events - Event Management - Web Role Restrictions for Event Registrations

  • Johnathan Clark
  • Version 9.5.0.0
greymatter CRM users require the ability to create an event and bind a specific Web Role to it. 
 
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Marketing and Events - Event Scheduling - Registration Capacity fields seen auto-clearing

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter CRM user is setting Registration Capacities for an Event Schedule, the capacity fields should be retained and should be displayed if user returns to the Event Schedule record.
...

Marketing and Events - Events Management - Cancel Registration List Update

  • Victor Panlilio
  • Version 9.5.0.0
Canceling event registration via the Portal does not remove names from active registrant list.
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Marketing and Events - Events Management - ClickDimensions: Team and Zoom connectors added

  • Karthik Srinivasan
  • Version 9.5.0.0
Team and Zoom connectors are added to few greymatter instances from ClickDimensions settings.
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Marketing and Events - Events Management - Event Schedule: Form enhancements

  • Karthik Srinivasan
  • Version 9.5.0.0
Enhancements were completed in the Event Schedule form.
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Marketing and Events - Events Management - Expected start date showing years in the past

  • Loveraj Grewal
  • Version 9.5.0.0
Expected post secondary start date is a field in the CRM Registration form which collects the information on the number of prospective candidates interested in joining the institution in a specific year and intake. 
 
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Marketing and Events - Events Management - Nonrecurrence should lock Max Recurrences field

  • Victor Panlilio
  • Version 9.5.0.0
When the Event Recurrence field is set to Nonrecurring, the Max Recurrences field should be locked out.
...

Marketing and Events - Events Management - Paid Event: Moneris integration

  • Karthik Srinivasan
  • Version 9.5.0.0
Under the Marketing and Events module, Moneris payment gateway integration is done to support Paid Events
...

Marketing and Events - Events Management - Removed unwanted Publishing State records

  • Karthik Srinivasan
  • Version 9.5.0.0
Removed unwanted Publishing States in all instances for both Events and Event Schedules.
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Marketing and Events - Events Management - Schedule Recurrence optionset added

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter CRM user is setting up an Event Schedule, they should have the option to set the Event as Nonrecurring, Daily, Weekly, or Monthly.
...

Portal - Academics - Unable to load the courses and programs

  • Victor Panlilio
  • Version 9.5.0.0
Unable to load the courses and programs in the Academics tab.
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Portal - Add 'My Records' to top right hand dropdown menu

  • Victor Panlilio
  • Version 9.5.0.0
Portal user may not know he/she should click 'Profile' to access his/her records.
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Portal - Agency - My Agency's Prospect Student submitted is not displayed in grid

  • Victor Panlilio
  • Version 9.5.0.0
My Agency's Prospect Student submitted is not displayed in the grid.
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Portal - Agency - My Agency's Prospect Student: Expose the 'Area of interest' field

  • Victor Panlilio
  • Version 9.5.0.0
Expose the 'Area of interest' field in the My Agency's Prospect Student page.
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Portal - Agency - No facility to make an Agency Staff 'Inactive'

  • Victor Panlilio
  • Version 9.5.0.0
There does not appear to be any facility to make an Agency Staff 'Inactive'.
...

Portal - Agency - Program Application bulk upload not showing in CRM

  • Johnathan Clark
  • Version 9.5.0.0
Uploading Excel file for bulk program application upload does not produce records in CRM, nor are error messages displayed.
...

Portal - Agency - Remove 'Advisor' from Agency Staff Role

  • Victor Panlilio
  • Version 9.5.0.0
Remove 'Advisor' from Agency Staff Role.
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Portal - Agency Commission - Data related to other agencies are displayed

  • Johnathan Clark
  • Version 9.5.0.0
Agencies should not be able to see data related to other agencies in any of their portal pages
...

Portal - Agency Program Application - Bulk Upload throwing a payment error

  • Johnathan Clark
  • Version 9.5.0.0
The program application bulk upload option was not directing to the correct payment link.
...

Portal - Agency Program Application for Student - Deprecated "Review Status" from the form

  • Johnathan Clark
  • Version 9.5.0.0
For Agency and Student accounts, the "Review Status" state for submitted applications is a CRM side field which should be available only to Admissions Officer and not to Students or Agents.
...

Portal - Agency Registered Students - Deprecated Columns in the Table view

  • Johnathan Clark
  • Version 9.5.0.0
For Agent/Agency accounts, the Registered Student table was showing unnecessary data, including Active Contact Type, Student Id, eServices Access Level, and Student Status Name.
 
...

Portal - Agency: Program Application - Server Error thrown submitting Application without Birthday

  • Johnathan Clark
  • Version 9.5.0.0
When a Agency account user attempts to submit a Program Application without adding a Birthday to the application, the Application still process without throwing errors.
...

Portal - Agent Profile - 'Agency' field should be read-only

  • Victor Panlilio
  • Version 9.5.0.0
Agency field in Profile should be read-only and should populate once Agency Application is submitted.
...

Portal - Agent Registration - Clicking 'Register to become and agent' leads to wrong page

  • Victor Panlilio
  • Version 9.5.0.0
Clicking 'Register to become and agent' takes user to the wrong page. 
...

Portal - Alerts - Student Alert icon should be highlighted only when new alert is created.

  • Victor Panlilio
  • Version 9.5.0.0
Student Alert icon should be highlighted only when new alert is created.
...

Portal - Appointment - Available schedules also shows weekends

  • Loveraj Grewal
  • Version 9.5.0.0
Users can book available slots for appointments under scheduled services in the portal. 
...

Portal - Appointments - Case should NOT be created automatically when appointment record is created

  • Karthik Srinivasan
  • Version 9.5.0.0
Case should NOT be created automatically when appointment record is created.
...

Portal - Auto-complete for Portal address fields

  • Johnathan Clark
  • Version 9.5.0.0
Address fields should auto-complete once a Google API-prompted address is selected from the dropdown list of suggested addresses.
...

Portal - CE Courses - Course Requisite validation is not correct

  • Victor Panlilio
  • Version 9.5.0.0
Course Requisite validation is not correct for Continuing Education courses.
...

Portal - Chatbot - Updated 'Ask Elsa' chatbot

  • Karthik Srinivasan
  • Version 9.5.0.0
Updated the 'Ask Elsa' chatbot to be consistent across all greymatter instances.
...

Portal - Cont.Ed. - Course History record not generated

  • Victor Panlilio
  • Version 9.5.0.0
Course History record not generated for enrolled courses.
...

Portal - Cont.Ed. - Purchase Summary and Checkout page: Sub-Total displayed twice

  • Victor Panlilio
  • Version 9.5.0.0
ContEd: Portal: Purchase Summary and Checkout page: Sub-Total displayed twice
...

Portal - Contact Maangement - Upload Profile Picture

  • Karthik Srinivasan
  • Version 9.5.0.0
Provided facility to upload Profile picture of Contact from Portal.
...

Portal - Contact Us - Deprecated the General Inquiries link

  • Johnathan Clark
  • Version 9.5.0.0
General Inquiries was removed as it's designed purpose was duplicated by the Support features of Cases and Knowledge Based Articles.
...

Portal - Continuing Education - Courses not displaying as published

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter CRM user creates a Cont. Ed. course (in the Retain work area, under the Academics menu, within the Course Section form) the course needs to appear in Courses table in the greymatter Portal's Continuing Education page.
...

Portal - Continuing Education - Fields included in Checkout and Payment pages

  • Karthik Srinivasan
  • Version 9.5.0.0
In Portal, for Continuing Education course enrollment, additional fields were included in Checkout and Payment pages 
...

Portal - Course Enrollment - Deleted courses are not removed from the Portal course list

  • Johnathan Clark
  • Version 9.5.0.0
When a user decides to delete a selected course, the course should be removed from their SIS data table and the course selection table in the Portal.
...

Portal - Course Enrollment - Waitlist Management Withdrawal function

  • Johnathan Clark
  • Version 9.5.0.0
A student enrolled in a course should have option to Drop/Withdraw from that registration.
...

Portal - Course Section - Delivery Method is not displayed in portal

  • Victor Panlilio
  • Version 9.5.0.0
Delivery Method is not displayed in the Course Section portal.
...

Portal - Courses - "Add to Cart" button is not adding CE courses to cart

  • Johnathan Clark
  • Version 9.5.0.0
When a Portal user clicks "Add to Cart", no matter what the product is, the product should appear in their Shopping Cart.
...

Portal - Create Profile - Creating an Instructor or Alumni user throws validation error

  • Johnathan Clark
  • Version 9.5.0.0
A new greymatter Portal user should be able to successfully create an Internal Instructor or Alumni Student account.
...

Portal - Degree Plan - 'Academic Period' is empty in the Degree Plan generated

  • Victor Panlilio
  • Version 9.5.0.0
'Academic Period' is empty in the Degree Plan generated.
...

Portal - Degree Plan - Buttons missing to Add/Remove Courses

  • Johnathan Clark
  • Version 9.5.0.0
A greymatter Portal user should be able to Add and Remove courses from their Degree Plan.
...

Portal - Degree Plan - Hide semesters that do not have course data

  • Victor Panlilio
  • Version 9.5.0.0
Hide semesters that do not have course data.
...

Portal - Degree Plan - Option to Create/Add Course to Degree Plan is not available

  • Victor Panlilio
  • Version 9.5.0.0
Option to Create/Add Course to Degree Plan is not available.
...

Portal - Degree Plan - Options to change course and integrity issues

  • Victor Panlilio
  • Version 9.5.0.0
Options to change course and integrity issues.
...

Portal - Degree Plan - Plan Generation request throwing an error

  • Johnathan Clark
  • Version 9.5.0.0
When clicking "Create New Plan" in the Portal Degree Plan page, a Request Failed error was being thrown.
...

Portal - Degree Plan - The 'name' field can be hidden

  • Victor Panlilio
  • Version 9.5.0.0
The 'name' field can be hidden in Degree Plan.
...

Portal - Degree Plan - The same course is accepted in more than one semester.

  • Victor Panlilio
  • Version 9.5.0.0
The same course is accepted in more than one semester.
...

Portal - Degree Plan Management - Addition of Degree Planning functionality

  • Johnathan Clark
  • Version 9.5.0.0
With the addition of Degree Planning functionality, students can plan their degrees either on their own through the Student Portal or in tandem with an advisor in the CRM.
...

Portal - Degree Planner - Display 'Current' and 'Intended' Program Versions in What-if analysis

  • Karthik Srinivasan
  • Version 9.5.0.0
Under Retain area of greymatter in Degree Planner module, display 'Current' and 'Intended' Program Versions in What-if analysis
...

Portal - Display 'Extra Curricular Participant' records, not 'Extra Curricular Activities'

  • Karthik Srinivasan
  • Version 9.5.0.0
Display 'Extra Curricular Participant' records should be displayed, not the 'Extra Curricular Activities' records.
...

Portal - Education - Grid has columns not captured in form

  • Victor Panlilio
  • Version 9.5.0.0
Added Program Level, Degree, and Graduation Date fields on the form.
...

Portal - Event Registration - 'Registration Confirmed' data not saved

  • Victor Panlilio
  • Version 9.5.0.0
The 'Registration Confirmed' field is not updated after registering for an event from the portal.  
...

Portal - Event Registration - Hide the Start Time (ADX) field on the portal

  • Victor Panlilio
  • Version 9.5.0.0
Hide the Start Time (ADX) field on the portal.
...

Portal - Event Registration - Paid Event registration record created without completed payment

  • Johnathan Clark
  • Version 9.5.0.0
Attempting to register for a paid event was directing to the payment page, but automatically registering user if the click the back page button without paying.
...

Portal - Event Registration - Remove option to 'Cancel Registration' for past events

  • Victor Panlilio
  • Version 9.5.0.0
A previously registered event that is over should not have a 'cancel registration' option.
...

Portal - Event Registrations: Permission error thrown for Partner accounts

  • Johnathan Clark
  • Version 9.5.0.0
Partner account Event Registrations form showing a permissions error when attempting to view user's registrations list.
 
...

Portal - Events - Code change to accomodate timezoned event schedules

  • Johnathan Clark
  • Version 9.5.0.0
Identified need to change portal code (Event list, event calendar, event details, et al.) to show time zone by UTC and time zone name.
...

Portal - Events - Details missing for Events not requiring registration

  • Johnathan Clark
  • Version 9.5.0.0
If a Portal user wants to learn about an Event that does not require registration, the Event details should be available.
...

Portal - Events - Events set to "Draft" state are appearing in the Portal

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter CRM user is drafting a new Event, the Event should not be displayed in the Portal until after the user chooses to publish.
...

Portal - Events - Update the event types & enable filter search by specific event type

  • Victor Panlilio
  • Version 9.5.0.0
Unable to view event types and filter search by specific event type.
...

Portal - Events - Weekly Recurring Event issue

  • Victor Panlilio
  • Version 9.5.0.0
Creating an event schedule with recurrence = Weekly (frequency=2) creates a duplicate event with same day and time.
...

Portal - Financial Transactions - Deprecated transaction columns

  • Johnathan Clark
  • Version 9.5.0.0
Deprecating unnecessary and redundant values from the Financial Transactions table columns and portal form. Table columns should display Name of Transaction, Payment, Payment Date, and Balance.
...

Portal - Financial Transactions - Financial Transactions link throwing a server error

  • Johnathan Clark
  • Version 9.5.0.0
Clicking on the Financial Transactions link throws a server error. 
...

Portal - Financial Transactions - Point Name field to Type of Transaction value

  • Johnathan Clark
  • Version 9.5.0.0
Change Financial Transaction 'Name' field pointing to Type of Transaction value rather than Academic Intake value.
 
...

Portal - Financial Transactions - Receipt not generating

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter Portal user selects the option to "Download Receipt" of a transaction, the receipt should be generated and accessible.
...

Portal - Invoice - Remove Invoice menu item from 'High School Counsellor/Instructor/Donor' profiles

  • Victor Panlilio
  • Version 9.5.0.0
Remove Invoice menu item from 'High School Counsellor/Instructor/Donor' profiles.
...

Portal - Invoice - Remove unwanted columns and add useful data

  • Victor Panlilio
  • Version 9.5.0.0
In Invoice, redundant columns should be removed (Student Name, Email, and Status).
...

Portal - Invoices - Cont.Ed. Course registrations not appearing in Summary view

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter Portal user purchases a Continuing Education course, they should see the course reflected in their Invoices Summary and in their Enrollments list.
...

Portal - Invoices - Hide name field in 'Invoice summary'

  • Victor Panlilio
  • Version 9.5.0.0
Hide name field in 'Invoice summary'
...

Portal - Invoices - The Invoices name can be updated to purchased course name

  • Victor Panlilio
  • Version 9.5.0.0
The Invoices name can be updated to purchased course name.
...

Portal - Login - Forgot Password feature experiencing bug

  • Johnathan Clark
  • Version 9.5.0.0
The reset email was not being sent by the system and the reset link was not being generated for the reset email. Both of these features required as resetting password with Forgot Password feature does not automatically recognize the newly submitted password.
...

Portal - Marketing Events - Clicking 'All Events' takes user to error page

  • Karthik Srinivasan
  • Version 9.5.0.0
Clicking 'All Events' in Portal was taking the user to error page.
...

Portal - Misc. - "Year" column added to multiple table grids

  • Johnathan Clark
  • Version 9.5.0.0
For Agency accounts, the 'Year' field is required to define associated year with Term field for the My Agency's Program Applications table.
For Student accounts, the "Year" field is similarly required for Program Application and Program Application Checklist tables.
...

Portal - My Company's Course Enrollments - Page throws Server Errors for Partner accounts

  • Johnathan Clark
  • Version 9.5.0.0
Partner accounts users clicking "My company's course enrollments" link from the Profile page see Server Errors.
...

Portal - 'Pledges' ,'Donation payments & receipts' - Links are broken

  • Victor Panlilio
  • Version 9.5.0.0
'Pledges' and 'Donation payments & receipts' links throw server errors.
...

Portal - Previous Education - 'Institution' look filter is not correct

  • Victor Panlilio
  • Version 9.5.0.0
'Institution' look filter is not correct.
...

Portal - Previous Education - Institution look up view: Hide fields from view

  • Victor Panlilio
  • Version 9.5.0.0
Hide the following list of fields from view:
  • Primary contact
  • Email
  • Main Phone
  • Territory
  • Status reason
...

Portal - Profile - 'Agency' field should be read-only for Agency profiles

  • Victor Panlilio
  • Version 9.5.0.0
'Agency' field should be read-only for Agency profiles.
...

Portal - Profile - Agency Staff menu appearing for Applicant Student account

  • Victor Panlilio
  • Version 9.5.0.0
'Agency Staff' menu item is displayed in portal for an Applicant Student.
...

Portal - Profile - Deprecated redundant optionset selections in "Country of Citizenship"

  • Johnathan Clark
  • Version 9.5.0.0
Several redundant optionset selections found in the Portal Profile's "Country of Citizenship" dropdown (i.e.: Lao People's Democratic Rep, Lao People's Democratic Republic, Saint Vincent And Grenedines, Saint Vincent and the Grenadines, etc.)
 
...

Portal - Profile - Navigation fix for saving Profile updates

  • Johnathan Clark
  • Version 9.5.0.0
Saving Portal Profile updates should continue displaying the Profile page.
...

Portal - Profile - No need to capture 'Program Interest Information'

  • Victor Panlilio
  • Version 9.5.0.0
Registered Student: No need to capture 'Program Interest Information'.
...

Portal - Profile - 'Preferred Language' lookup to be replaced with 'Primary Language' pick list

  • Victor Panlilio
  • Version 9.5.0.0
Primary language lookup field needs to be a pick list instead.
...

Portal - Profile - Removal of special characters in the Language fields

  • Loveraj Grewal
  • Version 9.5.0.0
In greymatter, there is an option in language optionset to select a primary and secondary language. 
...

Portal - Program Application - "Create" button missing in Test scores

  • Johnathan Clark
  • Version 9.5.0.0
A greymatter Portal user should be able to add a Test Score record when submitting a Program Application. 
 
...

Portal - Program Application - "Review Status" field stuck on 'Draft' status

  • Johnathan Clark
  • Version 9.5.0.0
Once a Program Application has been submitted, the "Review Status" should be set to 'In Review'. Any submitted application should be set to read-only on the Portal and not allow the Portal user to edit the submission.
...

Portal - Program Application - Agent profile: 'Expected Start Academic Year' listing previous years

  • Victor Panlilio
  • Version 9.5.0.0
'Expected Start Academic Year' is listing previous years.
...

Portal - Program Application - Auto-population of Program when Major Program Version is selected

  • Johnathan Clark
  • Version 9.5.0.0
As Major Program Versions are linked as children to Programs records, the Program field should auto-populate when a Major Program Version is selected.
...

Portal - Program Application - Download LOA button shows too soon

  • Loveraj Grewal
  • Version 9.5.0.0
Once the program application is submitted, the "Download LOA" button should be activated and displayed once the LOA is generated and ready to be shared.   
...

Portal - Program Application - Look Up Records shows irrelevant fields

  • Loveraj Grewal
  • Version 9.5.0.0
When a user, under submit program application, clicks on high school look up records, only high school related accounts must be displayed.   
...

Portal - Program Application - 'Make Payment' pop-up window displays wrong page template

  • Victor Panlilio
  • Version 9.5.0.0
Payment pop-up is missing a Pay button.  
...

Portal - Program Application - 'Profile' details and LoA download are broken

  • Victor Panlilio
  • Version 9.5.0.0
Program Application details and option to download LOA are nonfunctioning in the Portal. 
...

Portal - Program Application - Program Application form requires list of enhancements and features

  • Johnathan Clark
  • Version 9.5.0.0
The Student Portal Program Application requires new enhancements and features, including the ability to review, edit, e-sign, update, delete, submit payment for, and save and return to an application in progress. 
...

Portal - Program Application - Redirect user after payment confirmation

  • Victor Panlilio
  • Version 9.5.0.0
After payment confirmation, redirect user to Program Application grid.
...

Portal - Program Application - Remove 'Next' button in details page

  • Victor Panlilio
  • Version 9.5.0.0
Remove 'Next' button in details page.
...

Portal - Program Application - Returning to complete Unsubmitted application defaults to Fee page

  • Johnathan Clark
  • Version 9.5.0.0
When a Portal user is midway between finishing an application, clicks "Save & Return Later", then later returns to complete the application by clicking on the record in the Program Applications page, they should be taken to the record pages that allow them to edit the application.
...

Portal - Program Application - Unable to upload education details

  • Victor Panlilio
  • Version 9.5.0.0
No option to upload previous education details. 
...

Portal - Program Application Checklist - 'Is complete' field should be read-only

  • Victor Panlilio
  • Version 9.5.0.0
Program Application Checklist 'Is complete' field in form should not be editable. 
...

Portal - Program Application Checklist - Recruitment Agent: No option to upload file

  • Victor Panlilio
  • Version 9.5.0.0
No option to upload file. Make other fields read-only.
...

Portal - Program Application Checklist - Remove option to upload file in general area

  • Victor Panlilio
  • Version 9.5.0.0
In Program Application Checklist, there should be no option to upload a file in the general area. It should always be related to a checklist item. 
...

Portal - Program Application; Test Score - 'Student ID' field is unnecessary on Test Score form

  • Johnathan Clark
  • Version 9.5.0.0
Removed unnecessary 'Student ID' field from the Test Score form.
...

Portal - Program Applications - Clicking on table records throwing server error

  • Johnathan Clark
  • Version 9.5.0.0
When greymatter Portal users click on records in the Program Applications page, the record's details page should be displayed.
...

Portal - Program Enrollment - Link is pointing to the wrong table

  • Johnathan Clark
  • Version 9.5.0.0
Using a Student account, clicking into Program Enrollments we producing no results in the Program Enrollments table, despite available and active CRM data.
...

Portal - Program Version Details - Enrollment Records not displaying

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter Portal user selects the Program Enrollments link, they should see Program records listed in the Program Version Details page.
...

Portal - Records Management - Portal Invitation to Agency Staff

  • Johnathan Clark
  • Version 9.5.0.0
For Agency accounts in the greymatter Portal, a portal invitation email should be sent to agency staff once they have been added to the Staffing list within the Agency account's "My Agency Staff" link.
...

Portal - Recruitment Agency - Submit Program Application: 'Download LoA' option displayed too early

  • Victor Panlilio
  • Version 9.5.0.0
'Download LoA' option displayed too early when submitting a program application.
...

Portal - Recruitment Agent - Remove menu item 'Invoice'

  • Victor Panlilio
  • Version 9.5.0.0
Recruitment Agent profile shows unneeded menu item 'Invoice'.
...

Portal - Redesigned Error Pages

  • Johnathan Clark
  • Version 9.5.0.0
Redesign of 500, 404 pages.
...

Portal - Registration Form - Fields to be matched with the fields in CRM

  • Loveraj Grewal
  • Version 9.5.0.0
Entities in the portal registration form and CRM Contact form were differently named and structured.
...

Portal - Scheduling and Appointment - Add 'Subject' line to Appointment booking form

  • Karthik Srinivasan
  • Version 9.5.0.0
Appointment Booking form is updated to include 'Subject' field.
...

Portal - Scholarship Application - Hide 'Name' and auto-create it in CRM

  • Victor Panlilio
  • Version 9.5.0.0
Hide 'Name' and auto-create it in CRM.
...

Portal - Shopping Cart - Cont.Ed. courses display $0 during checkout

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter Portal user is trying to buy a Continuing Education course, the price of the course should be accurate in the checkout page and the user should be able to purchase the product.
...

Portal - Shopping Cart - Courses were not appearing in shopping cart

  • Johnathan Clark
  • Version 9.5.0.0
Instead of populating the Shopping Cart with selected courses when clicking Add to Cart, page reloads.
...

Portal - Student Alert - Portal alerts not matching alerts listed in CRM; Portal alerts missing

  • Johnathan Clark
  • Version 9.5.0.0
All Active Alerts intended for a student should be displayed in the Student Alert page.
...

Portal - Student To-Do List - Remove unnecessary 'Requester' field

  • Johnathan Clark
  • Version 9.5.0.0
The Requester field in the Student To-Do list is determined as unnecessary for completing the To-Do checklist required by the student.
...

Portal - Support - Creating a new Case to auto-populate Requester data

  • Johnathan Clark
  • Version 9.5.0.0
When someone creates a new support Case, their account metadata should populate the Case ticket fields.
 

 
...

Portal - Support - Selecting related case suggestions throws server error

  • Johnathan Clark
  • Version 9.5.0.0
When opening a New Case, a server error was being thrown when searching the suggested cases list.
...

Portal - Support Center - Case Comments not displaying in Portal

  • Johnathan Clark
  • Version 9.5.0.0
When a Portal user submits a Case ticket in the Support Center, any text added to the Comment field should also appear when viewing the ticket.
...

Portal - Support Center - Case Details field displaying raw HTML

  • Johnathan Clark
  • Version 9.5.0.0
When the Portal user reviews a submitted Case ticket, they should not be able to see HTML within any field that was entered as plain text.
...

Portal - Support Center - Case Duplication error

  • Johnathan Clark
  • Version 9.5.0.0
When a Portal user submits a Case ticket to the Support Center, there should not be duplicates appearing in the Open Cases list.
...

Portal - Support Center - Knowledge Base Article search nonresponsive

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter Portal user searches for Knowledge Base Articles using applicable keywords in the Support Center, a recommended list of Knowledge Base Articles should appear.
...

Portal - Support Center - Server error thrown when submitting a case in Support Center.

  • Johnathan Clark
  • Version 9.5.0.0
Filling out fields for a case ticket, then clicking "Submit", was creating a server error and not submitting the ticket.
...

Portal - Support Center - Unable to add or review Case Comments

  • Johnathan Clark
  • Version 9.5.0.0
When a greymatter Portal user wants to open a support Case ticket, they should be able to add comments to the Case ticket and later review those comments. Similarly, if a greymatter CRM user adds comments for a Portal user, the Comments added to the ticket in CRM should appear in the Case for the Portal user.
 
...

Portal - Support Centre Case - User can make edits to submitted cases

  • Loveraj Grewal
  • Version 9.5.0.0
In the greymatter portal, under "Contacts Us - Support Centre", there is a feature to add cases. Cases are the incident based services and you can create a customary questions and issues by creating so forth cases in greymatter.  
...

Portal - Undergraduate Application - TOEFL score fields are not appearing for data entry

  • Johnathan Clark
  • Version 9.5.0.0
When a student is applying with a TOEFL score, the TOEFL fields should appear within the Test details submission page when TOEFL is selected as the Test Type.
...

Portal - Unofficial Transcript - 'Student Status' and 'Academic Period' fields are blank

  • Johnathan Clark
  • Version 9.5.0.0
When students view their Unofficial Transcripts, they need to see their 'Student Status' and 'Academic Period' data. These fields are showing as blank.
...

Portal - Updates to Continuing Education Landing Page

  • Logan Stewart
  • Version 9.5.0.0
Updates made to the Program List and Course List Pages.
...

Portal - User Authentication - WS-Trust Authentication deprecated

  • Karthik Srinivasan
  • Version 9.5.0.0
WS-Trust Authentication deprecated by Microsoft.
...

Portal Management + Portal - Addition of Maintenance Page

  • Johnathan Clark
  • Version 9.5.0.0
Addition of Maintenance information page.
...

Promote - Catalog - Course Section: 'Pre-requisites' field not needed

  • Victor Panlilio
  • Version 9.5.0.0
'Pre-requisites' field to be removed from the Course Section form.
...

Promote - Catalog Management - Course Association: Remove 'Post requisite' from Association Type

  • Victor Panlilio
  • Version 9.5.0.0
In the Course Association form, the 'Post requisite' option in the Association Type optionset should be removed.
...

Promote - Catalog Management - Deprecated Course Materials tab with Notes fields

  • Johnathan Clark
  • Version 9.5.0.0
Identified that two 'Course Materials' tabs existed in the Courses form. One of the 'Course Materials' features Notes fields that have been flagged as unnecessary for the Courses form.
...

Promote - Continuing Education - View seat availability when registering for courses

  • Karthik Srinivasan
  • Version 9.5.0.0
View seat availability when registering for a Continuing Education Course.
...

Promote - Continuing Education - Add Learning Resources

  • Karthik Srinivasan
  • Version 9.5.0.0
Add Learning Resources to Courses for Continuing Education Courses.
...

Promote - Continuing Education - 'Add to cart' without login redirect user to login page

  • Karthik Srinivasan
  • Version 9.5.0.0
 'Add to cart' without login redirect user to login page for Continuing Education course enrollments.
...

Promote - Continuing Education - Added "CE-Offering" filter for program version

  • Karthik Srinivasan
  • Version 9.5.0.0
Added "CE-Offering" filter for program version.
...

Promote - Continuing Education - Added Academic subject filter to course list page

  • Karthik Srinivasan
  • Version 9.5.0.0
Added Academic subject filter to course list page in Portal.
...

Promote - Continuing Education - Added Course and Course Section fee components

  • Karthik Srinivasan
  • Version 9.5.0.0
Added Course and Course Section fee components.
...

Promote - Continuing Education - Changed current "Add to cart" to Async Javascript webapi call

  • Karthik Srinivasan
  • Version 9.5.0.0
Changed current "Add to cart" to Async Javascript webapi call.
...

Promote - Continuing Education - Continuing Education Officer dashboard

  • Karthik Srinivasan
  • Version 9.5.0.0
Continuing Education Officer dashboard provides insight to Continuing Education Officer on the day to day activities related to Continuing Education department.
...

Promote - Continuing Education - 'Course Cut-off Criteria' report

  • Karthik Srinivasan
  • Version 9.5.0.0
Added 'Course Section' to sitemap so that 'Course Cut-off Criteria' report can be run to determine whether minimum enrollment criteria to run a course section is met. 
...

Promote - Continuing Education - Course History, Quote, Order not created when course checked out

  • Karthik Srinivasan
  • Version 9.5.0.0
Course History, Quote, Order not created when course checked out from Portal for Continuing Education.
...

Promote - Continuing Education - Course section fee shown as $0 in portal during checkout

  • Karthik Srinivasan
  • Version 9.5.0.0
Course section fee shown as $0 in portal during checkout when enrolling in Continuing Education courses.
...

Promote - Continuing Education - Created Course History record once payment is successful

  • Karthik Srinivasan
  • Version 9.5.0.0
Create Course History record on successful checkout and payment for Continuing Education course enrollments.
...

Promote - Continuing Education - Discount record displays error when 'Scope' is selected

  • Karthik Srinivasan
  • Version 9.5.0.0
Discount record displays error when 'Scope' is selected for setting up Discounts related to Continuing Education.
...

Promote - Continuing Education - Discounts

  • Karthik Srinivasan
  • Version 9.5.0.0
Discounts are enabled for students registering for Continuing Education Courses from Portal.
...

Promote - Continuing Education - Display Courses related to a CE Program

  • Karthik Srinivasan
  • Version 9.5.0.0
Display Courses related to a Continuing Education Program.
...

Promote - Continuing Education - Display Courses to student

  • Karthik Srinivasan
  • Version 9.5.0.0
Display Continuing Education Courses to student in Portal.
...

Promote - Continuing Education - Filter to hide Course Sections that has past Registration Deadline

  • Karthik Srinivasan
  • Version 9.5.0.0
Add filter to display Course Sections that has Registration Deadline date in future.
...

Promote - Continuing Education - Keywords for searching a Course

  • Karthik Srinivasan
  • Version 9.5.0.0
'Keywords' field is added to Course so that users can search for a Course in Portal using these Keywords.
...

Promote - Continuing Education - Menu items related to ContEd missing in Portal

  • Karthik Srinivasan
  • Version 9.5.0.0
Menu items related to ContEd missing in Portal.
...

Promote - Continuing Education - Plug in for Waitlist management

  • Karthik Srinivasan
  • Version 9.5.0.0
Plug in for Waitlist management for Continuing Education registrations.
...

Promote - Continuing Education - Related product for Course Section

  • Karthik Srinivasan
  • Version 9.5.0.0
Product can be related to a Course Section.
...

Promote - Continuing Education - Waitlist function

  • Karthik Srinivasan
  • Version 9.5.0.0
Waitlist functionality is built for Continuing Education Course enrollments.
...

Promote - Continuing Education - Waitlist validation to display availability

  • Karthik Srinivasan
  • Version 9.5.0.0
Waitlist validation to display availability for Continuing Education course enrollments.
...

Promote - Corp. & Cont.Ed. Management - Taxes are not configured/calculated on Invoice

  • Victor Panlilio
  • Version 9.5.0.0
Taxes are not configured/calculated on Invoices.
...

Promote - Course Section - Registration Count and Waitlist Count should be roll-up fields

  • Karthik Srinivasan
  • Version 9.5.0.0
Registration Count and Waitlist Count in Course Section should be roll-up fields.
...

Promote + Portal - Registration Catalog - Published Program Version data to Portal

  • Johnathan Clark
  • Version 9.5.0.0
Addition of Program Version publishing and Portal review/purchase.
...

Recruit - Agencies Management - Prospect student count not updated after adding new Prospects

  • Victor Panlilio
  • Version 9.5.0.0
Prospect students added through the Portal are not updating the Prospect count in an Agency's Prospect Summary.
...

Recruit - Agency Management - Deprecated Agency Commission table from site map

  • Johnathan Clark
  • Version 9.5.0.0
Deprecating the older Agency Commission table as a redundant and newly covered by the Commissions table.
...

Recruit - Agency Management - Entitlement Expired Dashboard Widget not exposing Agency list

  • Johnathan Clark
  • Version 9.5.0.0
The Entitlement Expired widget in the Agency Dashboard is meant to display a table of expired entitlements. 
...

Recruit - Appointment - Appointment is not created from portal

  • Karthik Srinivasan
  • Version 9.5.0.0
Appointment is not created from portal.
...

Recruit - Contact Management - Display error message on wrong date selection

  • Karthik Srinivasan
  • Version 9.5.0.0
Display error message on wrong date selection for Birthdate and Anniversary fields.
...

Recruit - Contact Management - Gender optionset inconsistent between General tab & New Event Reg for

  • Johnathan Clark
  • Version 9.5.0.0
When a CRM or Portal user views any optionset for Gender, they should see the same list no matter which form they are working in.
...

Recruit - Contact Management - 'Mailing Address Same as above' not working when Profile updated

  • Karthik Srinivasan
  • Version 9.5.0.0
'Mailing Address Same as above' not working when Profile updated from Portal.
...

Recruit - Contact Management - 'Nationality' field values in the Contacts forms updated

  • Karthik Srinivasan
  • Version 9.5.0.0
'Nationality' field values in the Contacts forms updated.
...

Recruit - Contact Management - Phone field accepting alphabet and special characters

  • Johnathan Clark
  • Version 9.5.0.0
When a Contact's phone number is added into CRM, the CRM user should only be able to add numeric characters.
...

Recruit - Contact Management - Registering for an Event should auto-populate from the Contact record

  • Johnathan Clark
  • Version 9.5.0.0
When a CRM or Portal user decides to register for a new event, their Contact record data should populate the matching Event Registration fields, such as name and contact information.
...

Recruit - Contact Management - Removed repeated options from some of the fields.

  • Karthik Srinivasan
  • Version 9.5.0.0
Removed repeated options from some of the optionset fields. 
...

Recruit - Contact Management - Updated values in 'Agent Type' field

  • Karthik Srinivasan
  • Version 9.5.0.0
Updated values in 'Agent Type' field in Contact entity.
...

Recruit - Events Management - Portal Management Web roles

  • Karthik Srinivasan
  • Version 9.5.0.0
CRM users can now maintain Portal Web Roles from within greymatter Lifecycle Suite app.
...

Recruit - Program Application - Flow 'Generate LoA Document' not working

  • Victor Panlilio
  • Version 9.5.0.0
In CRM, Program Application, Flow 'Generate LoA Document' not working.
...

Recruit - Prospect does not convert to Applicant

  • Victor Panlilio
  • Version 9.5.0.0
Prospect does not convert to Applicant after they submit a Program Application.
...

Recruit/Admit/Retain - Contact Management - Added "All Contacts" view to Contacts Table

  • Johnathan Clark
  • Version 9.5.0.0
Ensure that an "All Contacts" view is available in the Contacts table. 
...

Recruit/Admit/Retain - Contact Management - Deprecation of redundant Contact Method field

  • Johnathan Clark
  • Version 9.5.0.0
In the Recruit, Admit, and Retain Contact tables, and in the Faculty contact form, there are two versions of the "Preferred method of contact" field. One of these fields should be removed.
...

Recruit/Admit/Retain - Contact Management - Updated Country Optionset

  • Johnathan Clark
  • Version 9.5.0.0
For the Recruit, Admit, and Retain work areas, and within the Contact Tables of these areas, there is a Higher Education Student Form that holds a column field named Last Permanent Residence Country. This field requires an updated optionset beyond the current placeholder of "Country 1", "Country 2", etc.
...

Retain - Academics Management - Academic Period Flow for starting commission calculation not working

  • Johnathan Clark
  • Version 9.5.0.0
When Academic Period is selected, the status is changed to 'Start Calculation', and the record is saved, the commission calculation flow should be executed to calculated commissions based on Academic Period Details.
...

Retain - Academics Management - Academic Period warning for insufficient Credit Load values

  • Johnathan Clark
  • Version 9.5.0.0
Should Credit Load values not match between Academic Period Details and Program Version, an error warning is displayed.
...

Retain - Academics Management - Addition of a Program Category field

  • Johnathan Clark
  • Version 9.5.0.0
When creating Programs in the Retain work area, greymatter CRM users need the ability to define the Program as Undergraduate, Graduate, Continuing Education, Certificate, Professional Development or any other category.
...

Retain - Academics Management - Error thrown when running course schedule

  • Johnathan Clark
  • Version 9.5.0.0
Attempting to Run Populate Schedule from the Schedule tab in the Course Sections table under the Academics menu was throwing a "Resource not found" error.
...

Retain - Advising Management - Added PCF controls to Advising Case form

  • Karthik Srinivasan
  • Version 9.5.0.0
Will add PCF controls to Advising Case form to make the UI more intuitive for users.
...

Retain - Contact management - 'Current Program Completion Percentage' auto-calculated

  • Karthik Srinivasan
  • Version 9.5.0.0
'Current Program Completion Percentage' value in a Registered Student record auto-calculated.
...

Retain - Contact Management - Instructor bios

  • Karthik Srinivasan
  • Version 9.5.0.0
Prospects can view bios of Instructors from Portal.
...

Retain - Course - Provided facility to specify Instructional Method

  • Karthik Srinivasan
  • Version 9.5.0.0
Provided facility to specify Instructional Method at Course Section level.
...

Retain - Course - Remove 'Course Delivery Mode' field

  • Victor Panlilio
  • Version 9.5.0.0
'Course Delivery Mode' (optionset 'foundry_coursedeliverymode') field can be removed from 'Course' level'. 
...

Retain - Course - Start/End Date, Section, Academic Subject field are hidden from form

  • Karthik Srinivasan
  • Version 9.5.0.0
In Course entity, Start/End Date, Section, Academic Subject field are hidden from form.
...

Retain - Course History - Able to add same course twice - validation needed

  • Victor Panlilio
  • Version 9.5.0.0
Student is able to add the same course twice in the same semester. 
...

Retain - Course Management - "Run Populate Schedule" was throwing an error

  • Johnathan Clark
  • Version 9.5.0.0
"Resource not found" error was being thrown when selecting a course record in the Course Section table, then clicking "Run Populate Schedule" in the Schedule tab. 
...

Retain - Course Requisites - Created Course Association Entity

  • Karthik Srinivasan
  • Version 9.5.0.0
Created Course Association entity for Course Requisites validation.
...

Retain - Course Section - Academic Subjects should be at Course level and not Course Section level

  • Victor Panlilio
  • Version 9.5.0.0
Academic subject subgrid removed from course section. 
...

Retain - Course Section - Flow to generate Course Section Schedule

  • Karthik Srinivasan
  • Version 9.5.0.0
Flow to generate Course Section Schedule.
...

Retain - Dashboard - Student Advising Officer dashboard updated

  • Karthik Srinivasan
  • Version 9.5.0.0
Student Advising Officer dashboard updated.
...

Retain - Degree Plan - Define Permissions and Create Security Roles for Degree planning

  • Karthik Srinivasan
  • Version 9.5.0.0
Define Permissions and Create Security Roles for Degree planning.
...

Retain - Degree Plan - Degree Plan flow was not working

  • Karthik Srinivasan
  • Version 9.5.0.0
Degree Plan flow was not working when initiated from CRM or Portal.
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Retain - Degree Plan - Do not display Program Version student is enrolled during What-If analysis

  • Karthik Srinivasan
  • Version 9.5.0.0
Do not display Program Version student is enrolled during What-If analysis from Portal.
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Retain - Degree Plan - 'Projected Completion Academic Period' not populated

  • Karthik Srinivasan
  • Version 9.5.0.0
'Projected Completion Academic Period' not populated.
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Retain - Degree Plan - Removed columns from Course grid in Portal

  • Karthik Srinivasan
  • Version 9.5.0.0
 Removed columns from Course grid inside Degree Plan in Portal.
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Retain - Degree Plan - Same Course cannot be added twice to Degree Plan

  • Karthik Srinivasan
  • Version 9.5.0.0
Validation built to prevent adding of same Course multiple times to a Degree Plan.
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Retain - Degree Plan - Some fields in Degree Plan form in Portal made read-only

  • Karthik Srinivasan
  • Version 9.5.0.0
Some fields in Degree Plan form in Portal made read-only.
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Retain - Degree Plan -'Degree Planner Audit' not working from Portal

  • Karthik Srinivasan
  • Version 9.5.0.0
'Degree Planner Audit' flow was not working from Portal.
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Retain - Degree Plan Management - Addition of Degree Planning functionality

  • Johnathan Clark
  • Version 9.5.0.0
With the addition of Degree Planning functionality, students can plan their degrees either on their own through the Student Portal or in tandem with an advisor in the CRM.
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Retain - Program Version Detail - 'Full Time Student Credit Load' field to Program Version

  • Karthik Srinivasan
  • Version 9.5.0.0
Added 'Full Time Student Credit Load' integer field to Program Version entity.
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Retain - Program Version Details - Fields made mandatory

  • Karthik Srinivasan
  • Version 9.5.0.0
Under Retain area of Program Version Details, a few fields are made mandatory.
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Retain - Student Alert - Created Portal Alert Icon to Notify New Item

  • Karthik Srinivasan
  • Version 9.5.0.0
Created Portal Alert Icon to notify new item near 'Student Alert' menu item in Portal.
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Retain - Student Alert - Notify Student via email for new Student To-Do and Student Alert

  • Karthik Srinivasan
  • Version 9.5.0.0
 Created Workflow to Notify Student via email when a new Student To-Do record is added.
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Retain - Student engagement - Workflow to Notify Student via text when there is a new Student To-Do

  • Karthik Srinivasan
  • Version 9.5.0.0
Workflow created to Notify Student via text when there is a new Student To-Do or Alert.
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Retain - Student To-Do - Student to-do is displayed for all applicants on portal

  • Karthik Srinivasan
  • Version 9.5.0.0
Student to-do is displayed for all applicants on portal irrespective of who it is created for.
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Scheduling & Appointments - Bookings Management - Request for Appointments on Bookable Resource Form

  • Johnathan Clark
  • Version 9.5.0.0
Need identified to add the "Request for Appointments" field on the Bookable Resource Booking form in greymatter CRM.
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Scheduling & Appointments - Resource Management - New Channel field in Bookable Resources

  • Karthik Srinivasan
  • Version 9.5.0.0
Requiring a new field in Bookable Resource for 'In-Person', 'Zoom', 'Teams' options for Scheduling Services. 
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Scheduling & Appointments - Resources Management - New Send Email Flow for Zoom/Team Appointment

  • Johnathan Clark
  • Version 9.5.0.0
A new flow has been added to enhance Appointment bookings with the addition of a Student selecting to meet through Zoom or Teams, and then receiving an email with the Zoom/Team appointment information.
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Scheduling & Appointments - Zoom/Teams Integration

  • Johnathan Clark
  • Version 9.5.0.0
Zoom and Microsoft Teams videotelephony solutions have been integrated into the greymatter solution.
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Training Content - Onboarding Training Videos

  • Johnathan Clark
  • Version 9.5.0.0
Citing a need for general greymatter training video content, 6 Modules have been created to direct new users into greymatter product knowledge.
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Upgraded Dependency on Higher Education Accelerator v4.0.1.0

  • Logan Stewart
  • Version 9.5.0.0
greymatter has been tested and validated to be compatible with the higher Education Accelerator v4.0.1.0  
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