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40  Points
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Limit View of Topics for Advisees to Only Advisor Availability

We are using the location availability. When a student is booking an appointment, the step called "what would you like to discuss" should be limited to only what the advisor has available. Currently it shows all advisement topics.¬†Students… Show more

0 comments · 2 days ago

100  Points
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Make the Community's "First Available" Button usable for Users Too.

The First Available button that allows students to schedule appointments with the first available Advisor, needs to also be available for front desk staff to use for scheduling as well. Right now, with multiple campuses and super-high volume, our… Show more

2 comments · 1 year ago

80  Points
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Manage Advisor's Schedules From a Manager's Tool

Can we have a way to set up 'Closed Day' appointment blocks for all Advisors at once? For call-ins to snow days to holidays - can there be a way for a manager to edit all of the Advisor's schedules?

2 comments · 1 year ago

70  Points
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Appointment Action Button Freedom, Please!

Our advisors want to request to have freedom over the action items attached to the Appointment object. Currently, it only allows a user to change the appointment status based off of the start and end times of the appointment, but we want control over… Show more

1 comment · 1 year ago

120  Points
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Create a Group Appointment for x amount of students from Case-ListView

In SAL we can create Mass-Emails or Mass-Tasks for a specific selected group of students on the List View of "My Advisees". We would also like to be able to create GroupAppointments from here. You can create a group appointment the way that… Show more

0 comments · 2 months ago

60  Points
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Control SAL appointment Topic visibility by student class year and school

It would be very helpful if there was a way for us to configure appointment Topics/sub-topics visibility based on specific class years (first-years, sophomores, juniors, seniors) and/or specific undergraduate schools within the university.¬† For… Show more

1 comment · 2 months ago

70  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 · 2 years ago

250  Points
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Primary Business Organization based on role

Someone can be related to a School or University as student or employee. What is happening now: - A contact works at a School or University (the Account has the Educational Institution Record Type) - When I add an Affiliation to the University, SF… Show more

7 comments · 3 years ago

170  Points
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Ability to force advisees to add comments for certain types of appointments

Advisors want the ability to require the advisee to add comments when scheduling, so the advisor doesn't have to follow up with the advisee prior to the appointment. Since this doesn't appear to be a requirement across the board, it would be… Show more

0 comments · 1 year ago

250  Points
Partial Delivery
Idea was partially delivered. We post an update about anything that wasn't delivered.

Ability to control system-generated confirmation emails

System generated SAL confirmation emails are great! Except that we would like to control them a bit more - language, what is merged, additional merge fields from Advisee or Advisor record, who it's coming from (system email vs logged-in user),… Show more

2 comments · 2 years ago

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