Ideas

It would be extremely useful to be able to see all contacts and where they are used in iSAMS, primarily to know if there are duplicate contacts and identify which pupil they are attached to or bill.

Currently there is no mechanism to bulk modify or add student data in Student Manager. Batch edit is still tedious. I have just added Usernames for over 500 students so that we can use the new student portal. We need a spreadsheet upload method of...

When using the email wizard in student manager, I want to be able to set emails to send at a certain date and time. Often emails need to be sent at a specific date and time, but I want to be able to write them ahead of time as I'm not always avail...

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

Ability to bulk upload documents to the student portal. The functionality that allows this in the Parent Portal by naming documents with the student ID and student name is very useful. This functionality is also needed in the Student Manager so th...

When using the email wizard you are able to browse images from the image server that have been loaded by other people and in other emails. There is currently no way to restrict your access from the image server short of removing your access from b...

When Admissions or any member of staff looks to merge family structures there is a chance when they merge sibling family into other sibling(s) they will replace a contact that has a billing account code. This isn't abundantly clear when the user i...

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

We have various processes that happen regularly, pupils joining/leaving, staff joining/leaving, organising school trips, etc. which involves all the usual emails, conversations, setting reminders, etc. However, there is now central overview of the...