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.
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...
Click through to a pupil record from the pupils listed against an agency
It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...
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 ...
Remove Fax Number in Agent Manager and replace with website address
We don't know of any agency that uses a fax number anymore so it would be useful to remove this field from contacts in Agent Manager and replace it with website address.
Contact Details in Agent Manager Could be Linked to Pupils Contacts
It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.
Show the number of current, former and applicants for each agent
It would be great if there was something like the table in other schools where you can see the number of each status next to each school or something similar to ' Feeder Schools conversion' in the Admissions module.
It would be very beneficial if in Agent Manager you were able to attach a document to an agent. For example you could attach contracts for a particular agent. Keeping everything in one place.Thanks.
Branch Address & Main Branch Contact Info was seperate from individual contacts
You would then only need to enter the branch address and overall contact details once. Individual contact personnel names and contact details could then be inputted seperately. Currently you have to enter address details everytime you add an indiv...
