Ideas

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

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...

We have a family where they have one shared child, and 2 step kids. I wanted to add the father who is the father of 2 kids and step father of one. But I could not use the same contact as Contact Type = Father for one and Contact Type = Stepfather ...

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...

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

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...