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40  Points
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Idea has been posted. Give it an upvote or downvote.

Topic filtering when editing availability

Related to recent roll outs, advisors can schedule availability based on appointment topics. However, with various difference case team roles, topics and sub topics, the list of topics is very large and the view is very small when trying to set the… Show more

1 comment · 6 days ago

90  Points
Open
Idea has been posted. Give it an upvote or downvote.

Support Lead Conversion in EDA

We have a few use cases for leads and run into issues when converting leads. For orgs with corporate relations handled in their org, lead conversion takes a different shape. Especially with Admin/Household Accounts. Within NPSP there is… Show more

1 comment · 1 year ago

40  Points
Open
Idea has been posted. Give it an upvote or downvote.

Generate Transcripts from Course Connections

Current State: Currently, there isn't a simple way to create a PDF from Course Connections that would resemble a transcript. While many schools may not use Salesforce as their SIS, they are utilizing Salesforce EDA to visualize Courses students… Show more

1 comment · 8 months ago

130  Points
Open
Idea has been posted. Give it an upvote or downvote.

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

0 comments · 1 year ago

420  Points
Open
Idea has been posted. Give it an upvote or downvote.

Provide Capability to mark Address records as Inactive

Providing the ability to mark address records of the same "type" as inactive when a new one is inserted, and then allow filtering on the object to be able to see "all" addresses or "active". This would also provide each… Show more

12 comments · 4 years ago

210  Points
Open
Idea has been posted. Give it an upvote or downvote.

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 · 6 months ago

240  Points
Open
Idea has been posted. Give it an upvote or downvote.

Add "Description" field on Trigger Handler records

Admins can disable HEDA-specific triggers using Trigger Handler records, but these records only display the name of the relevant class to be run or deactivated. I'd like to see a Description field added to these records with a brief description… Show more

5 comments · 3 years ago

20  Points
Open
Idea has been posted. Give it an upvote or downvote.

SAL - Add room booking functionality when booking an appointment

When booking an appointment using SAL appointment manager, there is no option to select the room either from the community or in Salesforce. There is a possibility to specify the location if you are booking an appointment in person but the location… Show more

0 comments · 26 days ago

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

Don't send confirmation emails to any appointments in the past

No emails should be sent to any appointments where the start date is in the past, regardless of how they have been created/edited. This would include an advisor going into an appointment that has already started and updating the end time for… Show more

0 comments · 1 year ago

10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Ability to restrict picklist values in managed packages

There was once an idea in the excahnge related to EDS arcitecture but it appears to have been removed when HEDA became EDa so adding it again!I would like the ability to choose to restrict picklist values from a managed package.  We use FormAssembly… Show more

0 comments · 1 month ago

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