Ideas

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...

I have a query from the Admissions team of our school regarding the possibility of showing the date of latest communication and display of Enquiry Date by parents. The Admissions team need to see the last date on which any communication mail sent ...

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

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...

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

We use the Custom Group Manager to set up trips for billing. The title of the group starts with the full date so that the list appears in calendar order. We can't see the full title without scrolling to the right. A wider column or the ability to ...

Currently, the label template is generic and doesn’t align with any common template that are available for purchase. Please can the option be available to upload templates such as avery ones.

When uploading files to "Documents & Files" for either current pupils or those joining the school, it would be helpful to be able to drag and drop the documents into the document upload window. We have quite a few files to get through, and any...

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...

Every year we request our parents to check their contact details, child's medical information etc. I have found a data collection sheet in the Analytics module which is perfect for our needs but there is no way to send this to a large number of pe...