Contact Details in Agent Manager Could be Linked to Pupils Contacts
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.
Rather than scrolling down three separate fields (Day/Month/Year) to input a date like in Date of Birth, please can we have it where you just type in the date. It's quicker and more convenient.
It would be really helpful if we were able to either filter or pull out a list of applicants with the payment status - awaiting payment. This status is shown in the deposits tab and can be applicable to registration fees or deposits. It would be a...
We are finding more and more that parents want to bring siblings and grandparents along to open mornings but there is no where on the applicant record that you can add these additional guests. The only way you can do this is via a note on the even...
Admissions Portal Forms need to feed back Consents into the Data Protection Module when merging a form submission.
At the moment the consent registers which can be added on the Admissions Portal forms feed the data back into the Data Protection module only when we approve a new submission. However every year we send out forms to parents and pupils that are alr...
Ability to Search by Deposit Date with Query Builder
Within Query Builder there is an entry for Deposit Date under the main list of pupil fields. However, this is a legacy field and does not contain the actual deposit information. Although there are a couple of fields listed under Fee Billing, Depos...
Set document names for form uploads in Admissions Manager/Portal
We're using the admissions portal forms and we're having a slight issue with the documents uploaded by parents as the system is renaming anything that is uploaded with a hexadecimal string which is meaningless to us. Is there any way to either: a)...
It would be great to be able to add custom field to this other schools module
It would be really useful to be able to add custom fields to this module. For instance, we want to add specific information to the main tab that we can search on without having to create a million school groups!
Admissions Manager home screen should be listed in date of enquiry
Is it possible to view the Admissions Manager enquiries by date order rather than alphabetical. This way you can select applicants in this order to send follow up call to action
