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SUBMIT IDEA

Agent Manager

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Ability to report on ALL custom fields regardless of the module

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Agent Manager 0 Awaiting Review

Link multiple agents

Agent Manager only lets you link one Agent. We often have 2 Agents and currently have to pick just one to link, which then effects the usefulness of the stats. Also we have Educational Guardians, who can be from an Agency, that cannot then be mana...
Guest 22 days ago in IRIS Ed:gen & iSAMS / Agent Manager 0 Awaiting Review

Upload Document in Agent Manager

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Agent Manager 0 Awaiting Review