Ideas

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.

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...

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...

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.

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...

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...

If I send an email using student manager/email wizard, and I want to be able to resend the same email again. Currently there is no option for this.

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 ...