Ideas

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...

We would like to send out promotions, reminders and general updates to Agents to keep their interest in our Summer School ongoing however we cannot do this via the Agent Manager as there is no capability to send out a mail merge using the Email Wi...

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...

Hi is it possible to add the transfer option for issues as we currently use to transfer assets between sites? Please find the screenshot of the transfer option attached. Kind regards, Ilia

Enlighten Learning Trust requested that the Cost column is not on view to Issues Only users

The ability to manage pages at MAT level and view analytics & ofsted compliance in a summarised view for the group.

Would it be possible for inactive agents to become active when there are current and applicants attached to them?

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.

Within Contracts module have a selection option for budget & ledger codes that would allow the user to select codes and ledgers as appropriate ie a settings option maybe

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.