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.

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.

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...

After an asset has been disposed of it isnt currently possible to revisit it and add a reason why. Customer today had a few that he wanted to do this to but wasnt able to.

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...

Can we please have the ability to share Student manager email templates with certain groups of people ? We use this a lot and have to abbreviate the department name at the beginning of the template name to sort them to appear together and make it ...

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...

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.

Email Wizard: The 'options' button and 'close window' button are close together. In fact the two toolbars are close together and it's too easy to click on the wrong button and lose all your work. Could a second stage be added to the 'Close window'...