Locations:

  • Leads & Students → Student "Name": Enrollment Agreement 
  • Leads & Students → Student "Name": Financial Aid Plan


Users with the following permissions: 

  • Enrollment → Populate EA for Transferred Students


Case:

The Enrollment Agreement and the Financial Aid Plan should be changed for transferred students.


Problem:

The Enrollment Agreement and the Financial Aid Plan cannot be populated for transferred students.


Solution:

Added the new permission Populate EA for Transferred Students. With this permission you can populate the Enrollment Agreement and the Financial Aid Plan for the students in the following stages of the pipeline in a group: Transferred, LOA Transferred, Dropped Transferred.



Available since 4.46.0 (view release notes).