Ideas

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

Supplement the 'print a paper' register button with a 'take a fire register button' that allows a fire register to be done electronically. Either repeating the most recent AM/PM registration rule or by a method chosen at setup e.g. by house, year,...

Add an 'Alert' button in the period registration screen for late presence records. The behaviour should correspond to the 'Alert' button in place for student absences: send an email to the configured list of recipients.

It would be really useful for us to be able to batch edit the enrolment year field. I am in the throes of 'rolling up' last year's enquiries and can easily bath edit the Year on Entry field (ie to 2025, from 2024), but what I can't find a way to d...

We need to be able to search by starting term, e.g. Autumn, Spring or Summer, as our Nursery are termly starters based on their DOB. At the moment I have to check with our Registrar who the starters are and then manually select them from an admiss...

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

We don't know of any agency that uses a fax number anymore so it would be useful to remove this field from contacts in Agent Manager and replace it with website address.

It would be great if there was an option to configure a waiting list for applicants. This would need to include the date an applicant was added to the list and the relevant year group and school year on entry etc.