Student Success & Engagement Release Notes for July 28, 2023 (9.5.0)


Prospect Management Enhancements

  • Adds an “Academic Interests” tab to the Edit Prospect page that allows permitted users to manually add or remove academic interest data from the prospect record.

  • The Academic Interest fields displayed on a prospect profile can be manually edited yet they will still be updated with any data received from subsequent inquiry form submissions. The available fields are:

      • Intended Start Term

      • Program Interest

      • Department Interest

2023-07-29 07_33_54-Students - Watermark Student Success & Engagement.png Inquiry Form Enhancements

  • Adds "Department Interest" to the optional Inquiry Form questions. Up to five departments can be selected on each inquiry form submission.
  • Adds Department Interest Include/Exclude to the Filter options. By default, this will not display and must be enabled in Person Type Administration.
  • Inquiry forms submitted with optional fields left empty will display on the UI with value "not provided".

2023-07-29 17_57_52-DEV - Student Success & Engagement_ 9.5.0 - Jira.png

Bug Fixes

  • Improves performance on Messages Report Source reporting
  • Fixes the Pipeline Change Stage Action that was sometimes hidden in the Pipeline List View
  • Fixes the phone number validation on inquiry forms and adds validation to phone numbers on the Edit Prospect Phones tab.
        • Phone numbers must be entered with 10 digits and display with format (XXX) XXX-XXXX

  • Fixes text messages not logging on the pipeline opportunity detail view when created with the Send SMS automation.


Articles in this section

See more
How to Contact Support
There are many ways to reach out! Click here for our support options.
Watermark Academy
Click to access the Watermark Academy for consultation, training, and implementation companion courses.
Watermark Customer Community
Engage and connect with others!