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60  Points
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Front end for mass adding and deleting advisors from Cases success team instead

it would be very a big left and save a lot of hours for the admins if there is a way to make an advisor add or delete success team assignment in bulk.. the idea is to have a Lightening page that the advisor can display the cases with or without… Show more

0 comments · 2 years ago

80  Points
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Class schedule visible/subscribe for students - mitigate schedule conflict

Somehow to prevent students from booking an appointment with an advisor when they have a class scheduled at that time. This is apparently a big problem with some schools. One idea is to make visible the class schedule to them in the community, as… Show more

0 comments · 2 years ago

50  Points
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Calendar Colors for Appointment Record Types

USE CASE: From the Salesforce Calendar View, it is difficult to determine the nature of the event (Appointment Record Type), i.e. Advising Event, vs. Advising Time vs. Non-Advising Event as they are all the same color.  This makes finding… Show more

0 comments · 4 months ago

440  Points
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Front Desk/Intake Functions for Advising Units

The Front Desk/Intake role is a common one in large Advising Units that SAL doesn't support well and is a big pain point for Advising Units transitioning from current enterprise appointment management products. 1. Ability to view multiple… Show more

1 comment · 2 years ago

140  Points
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SAL Allow Advisors to Share Notes with Students

Some advisors take notes during an advising session they would like to share with the student. Suggestion is to add a option within a Note to allow students to see this note. Currently they need to copy the notes into an email and send to student.

2 comments · 3 years ago

60  Points
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Customize Notes object and attach notes as pdf/word in email

Customize notes object - to be able to attach files and add buttons for quick text or email templatesAttach notes as pdf/word in email templates

0 comments · 2 months ago

100  Points
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Checkin action button

It would be great to have a button on an Appointment that marks the Appointment Attendees as Checked In, so that student workers manning the front desk of an advising office can mark when advisees arrive for their appointments. Currently it requires… Show more

0 comments · 1 year ago

250  Points
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Include Comments in Appointment Confirmation Emails

Now that Comments are back on the table, I wish they were sent along with the Confirmation of the appointment to the Advisors (if it's turned on). I think Advisors may not be opening the appointment to see comments, and it 'feels' as an… Show more

1 comment · 2 years ago

120  Points
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Link files from students to their advisee case

As an Advisee I want to share files that I upload to the community with my Advisors so that they can see what I've uploaded. When I upload a document into the community via the files component the system should link that document to my advisee… Show more

0 comments · 3 years ago

280  Points
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Conditionally limit dates/times advisee can add themselves to Queue Waiting Room

Given the move to virtual advising due to covid, the ability to use Queue Waiting Rooms to manage 'drop-ins' remotely has a lot of appeal - but one limitation is that advisees can add themselves to the Queue at 3am if they want.  Please allow… Show more

1 comment · 11 months ago

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