Ideas

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

Hello, it would be really useful if Parent Mail had an in-built in signature which all users who login in to the Marshgate account automatically have. For example, I copy and paste this into the end of all our emails: Marshgate Primary School 157 ...

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...

There is a Housekeeping tool to remove parents/carers not linked to students. It would be beneficial to see who these people are beforehand in case they should be linked and not deleted. As the action can not be undone it's not something I am will...

Currently the dashboards and reports in the admissions modules show a lot of historical data, dating back years so that we can do trend and conversion analyses. However, these stats don't include any reference from records that have been deleted (...

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...

Withdrawal notes field can be added to leaver tab, under former on pupil manager. So that when we search the formal students we can view the withdrawal notes.