It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

In the forthcoming addition of ‘preferred surname’ field to Student Manager and Admissions Manager could the software please default the ‘preferred surname’ field content to match the content of the ‘surname’ field rather than being blank. Users t...

'Roles to Notify' currently pulls from the Primary Job Role field in HR manager which is not very useful. We need be able to select HSM (Housemaster/mistress), Tutor, etc for this feature to be useful. Pulling from User Groups or Security Profiles...

With the help from AI, would it not possible to map the Countries in Global Lists automatically for the CTF, DfE and ISC fields, rather than mapping it manually.

I want to give users read only access to the Admissions Visits in the Marketing tab so that they can view the open morning attendance lists. If I give read only, this area is not visible so the only option is read/write access which I don't want t...

When in the Doc Publishing Screen and the Email History Screen, introduce a function that allows you to export this data to excel so that you can find what you need much more easily.

At present the Missing Reports SSRS in Analytics and Insights produces a very good picture of who has completed their reports but it is listed by Teacher. I would prefer it to be list by Subject which would make it easier to see if all the subject...

The iUniversity courses are very beneficial and we would love to see one to assist with the setting up of the Admissions Cloud Portal

Would it be possible to make a nice search area for sent emails. We have requests where people would like to check who was in a certain batch of emails and if they sent. At the moment we only have the Audit log, which when you have to look 2 month...

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.