Ideas

Could the following merge fields be added for Letter Merging V2? Academic Year Period - like 2025-2026 Academic Year (short) - like 2025-26 Academic Year Beginning (e.g. 2025) Academic Year End (e.g. 2026) Academic Year Start Date (e.g. 1 Sep...

Ability to set the 'visible to employee' setting within a performance review on bulk/centrally. currently this is just actioned on an individual basis within all reviews or just by the reviewer. An option to have the 'visible to employee' tick box...

It would be useful to have the ability to upload data for Custom Fields for pupils. Currently if we wanted to update custom fields that have data such as, GCSE subject option choices, so that we can email parents the confirmed choices, we have to ...

The Y/E or student enrollment year column as enabled from the user preference is not presently sortable.

In the Student Manager Details header, the display currently shows: {student name} in {form} [{Boarding House } | {House }] Proposed Enhancement: It would be highly beneficial to include the Tutor information in this header. This would provide sta...

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

In the audit trail it would be easier to determine who/what made the change by seeing the Client Name rather than the ID. See attached screenshots for more detail.

To personalize an email, a particular individual field i.e. name may be wanted to be included into the subject name. Unfortunately fields in the subject are currently not supported.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...

An option to drag and drop emails in to the 'docs and files' tab.