Hi, I was advised to Add Contact for Contacts if there are multiple email address / telephone numbers if I do not want to overwrite the existing ones, the same goes for Contact Address. This results in manual data entry of other information that d...
Split permissions for deleting events vs removing people from an event
In the visits tab when assigning/removing events for pupils it would be nice if we could restrict users from accidentally deleting the entire event, but still be able to add/remove people from said event.
adimission field year on entry should be text not numeric
Admission manager -exported file-admission fields -year on entry should be text i.e year 1,year 2 ,year3 ,FS1,FS2 so on Please refer the video attached below
If a family is added to an open day but then cancels or doesn’t attend, we use the ‘Attd’ flag and mark them as ‘No’, however you will see that they have Visits (1) appearing against the Visits tab. This is misleading – when you are working in the...
Is there any way we can archive or hide previous events? The drop down menu of events is getting longer and longer and it would be good to archive them in some way so it makes selection easier.
Show the number of current, former and applicants for each agent
It would be great if there was something like the table in other schools where you can see the number of each status next to each school or something similar to ' Feeder Schools conversion' in the Admissions module.
I was talking with admissions yesterday and realised we may have some issues regarding logging enquiries in the future. We may set a threshold of a child being over 17 or enquiry being over a year old, at which point it becomes stale and we should...