Ideas

It would be great to add a separate permission set for Document Categories themselves. Currently the ability to modify and/or delete document categories is tied to other permission sets. For instance, documents within a category can have permissio...

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'...

It isn't currently possible to temporarily save a written email in email wizard while working on it: as soon as you go to another tab your work is lost. Allowing a draft to be saved would be a huge help.

I would like to request if we could please allow users to upload documents in the system in bulk to make the process more efficient. At the moment, staff has to upload consent forms, certificates, etc one by one which takes up so much time.

As part of the recent update on 10 January 2025, new fields have been added to the Contact Details screen to capture contacts nationalities, languages and preferred language. We do not collect or store this information, and would like the option t...

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...

The ISI inspection requires us to keep childrens' previous addresses. It would be helpful to have a field in Student Manager where these could be added rather than having to create additional 'dummy' contacts to hold these.

It would be good to have an import option for Student Manager to enter data in bulk. For example, for the newly admitted students, every year, we need enter their emails address one at a time. Considering doing this for 300 students every year whi...

Being able to enter university destinations for leavers is a good feature, but it is not a field that is available to pull out on any export, nor is that a standard report. It would be useful to have it as part of student export, but also searchab...

In some ocasions we have detected duplicated parents, normally in families that have not been properly linked. It would be very useful to compare a Contact record by the isams internal Contact ID (this field is available for export in Export Wizar...