Ideas

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

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.

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

I'd like to be able to select all schools of a specific group and categorise them in one go, rather than have to do this individually. Additionally, I'd like to be able to do the same by checking schools from a search return, and update akin to us...

We often want to add in the notes that we have sent an invite or email to a group of prospective children and are currently unable to do this unless we go into each applicant individually and we are looking at numbers of around 150-200 applicants.

It would be very useful to our admissions team to be able to search for applicants by the term they are joining within an academic year. Or at least have the ability to add this as a column of information that we can sort by once searched for a pa...

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...

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...