Ideas

In the forthcoming addition of ‘preferred surname’ field to Student Manager and Admissions Manager could the software please default the ‘preferred surname’ field content to match the content of the ‘surname’ field rather than being blank. Users t...

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...

When creating a physical address report on Export Wizard it duplicates the learner's information across 2 to 3 lines making it hard to get accurate data. This needs to be populated on one column with addresses on the same line as the forenames and...

There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.

Can I suggest that the Parental Responsibility becomes available in the wizard bar > student quick view, please? The goal is for all the staff to be able to view this.

I have received some requests from our staff for a "Contact Pupils' Parents/Guardians/Contacts" feature in the Student Manager Wizard Bar, just like we already have the "Contact Pupils' Teachers", but instead one for contacting their parents/guard...

The pink drop-down in Student Manager has an option to create UPNs, but when this feature is used, it does not appear in the audit trail for affected pupil records. It would be great if it did.

Emails from iSAMS on our system go out via Send Grid. If, for some reason, iSAMS is able to generate the email, but unable to forward it to Send Grid, that email is logged as failed with the Email Manager applet in the Control Panel. However, the ...

Could YPO be considered as a supplier for punchout?

Both primary contact username and secondary contact username can be selected from the export wizard. However neither fields are seemingly available from the Pupil Manager Custom Search Query Builder and Email Wizard. Unless I'm missing a configura...