Ideas

Looking at our historic data when Leaving Year is entered using pupil manager some staff have become confused as which year needs to be selected and used the calendar year rather than the school year as only a year e.g. 2024 is shown. In "teaching...

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

Currently, all iSAMS reports can be downloaded in Excel, CSV, and PDF formats. Could we also add the option to download in Google Sheets format? Since we are migrating to Google from Microsoft, we will not have access to Microsoft Office applicati...

The school has enabled two-way email communication. Emails from iSAMs won't open on mobile devices (iPhone/Android). Currently, iSAMs emails are configured for use with desktop and do not render correctly on mobiles. It would need the ability to o...

Over the years, iSAMS users in my school have created & shared various custom reports in Student Manager (i.e. select the pupils > pink drop-down on the top right > Exporting & Reports > Export Wizard). A lot of the custom reports...

There is a Housekeeping tool to remove parents/carers not linked to students. It would be beneficial to see who these people are beforehand in case they should be linked and not deleted. As the action can not be undone it's not something I am will...

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 ...

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.

It is currently not possible to export contact nationalities. Could this please be added to the Export Configuration?

Frequently contacts have work, home, personal mobile and work mobile numbers. I can see no reason why we need to be restricted on the number of fields we could have per contact. The same is true of their home address, second address, holiday addre...