Ideas

We would love to be able to export all of the information from a form (Open Morning, Individual Tours) into an Excel document.

Is it possible to have a widget available for the dashboard that includes data from applicants that are in the system based on their application status. Similar to the School Statistics and report widget. So a break down of Year applied for and a ...

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.

Would it be possible for inactive agents to become active when there are current and applicants attached to them?

Parents email options is set to be all_merges at the applicants level, if we can have a default set that we can apply from our side such as the Students Manager available option for current students? We can do that in the Student manager --> Ma...

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.

A better way for employees to request training from a list of available courses either online or offline for this to go through an approval process, with an approval process to be signed off once the course has been completed.

Current school and previous school are not searchable data fields in Query Builder. It would be useful to be able to search using these fields (for example when tidying up duplicate schools, or finding a group of students).

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...