Ideas

We have a family where they have one shared child, and 2 step kids. I wanted to add the father who is the father of 2 kids and step father of one. But I could not use the same contact as Contact Type = Father for one and Contact Type = Stepfather ...

It would be great to add a separate permission set for Document Categories themselves. Currently the ability to modify and/or delete document categories is tied to other permission sets. For instance, documents within a category can have permissio...

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Email Wizard: The 'options' button and 'close window' button are close together. In fact the two toolbars are close together and it's too easy to click on the wrong button and lose all your work. Could a second stage be added to the 'Close window'...

It isn't currently possible to temporarily save a written email in email wizard while working on it: as soon as you go to another tab your work is lost. Allowing a draft to be saved would be a huge help.

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...

I would like to request if we could please allow users to upload documents in the system in bulk to make the process more efficient. At the moment, staff has to upload consent forms, certificates, etc one by one which takes up so much time.

As part of the recent update on 10 January 2025, new fields have been added to the Contact Details screen to capture contacts nationalities, languages and preferred language. We do not collect or store this information, and would like the option t...

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...

The ISI inspection requires us to keep childrens' previous addresses. It would be helpful to have a field in Student Manager where these could be added rather than having to create additional 'dummy' contacts to hold these.