Ideas

Would it be possible to schedule emails to go at certain points of the year to a certain type of person/group of people on the database to aid the admissions process? For example every January, on a set date, those who have accepted a place to joi...

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...

We have an online registration form. Once submitted, a message appears saying that the form has been succssfully submitted. We would like to amend this message to include what to expect next. At the moment this is not possible.

It would be helpful to be able to modify the incident analytics and reports. For example show incident type and affected party roll so our SLT can easily see groups of incidents or trends such as abuse against staff.

Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day/time. The customer would like it so that the activity gets allocated to a person currently and if that pe...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...

We would like to send out promotions, reminders and general updates to Agents to keep their interest in our Summer School ongoing however we cannot do this via the Agent Manager as there is no capability to send out a mail merge using the Email Wi...

The Applicants, Pupils & Alumni view shows lists of names of current pupils, applicants and former students that are associated with the selected agent. For Current pupils, their current year group and form group are shown in columns are the r...

Being able to allow mulitple emails to be linked to an issues category, so when the issue is logged multiple alerts can go out.