Ideas

We're using the admissions portal forms and we're having a slight issue with the documents uploaded by parents as the system is renaming anything that is uploaded with a hexadecimal string which is meaningless to us. Is there any way to either: a)...

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

It would be useful to be able to create an alert as soon as parent fills an open event form to alert admissions 2-3 days after to schedule a telephone call. At the moment, it relies on diarizing manually or exporting data regularly.

Parents/Data admins sometimes enter incorrect email addresses causing a plethora of issues down the road. A bulk email verification or even point of capture check would ensure the validity of addresses capture.

I would like to add logos and correct letterhead formatting and footers to our letter templates so we can merge them and print them straight from isams. I understand this isn't currently possible so please can you consider adding this functionality?

It would be good if fields entered on the enquiry form could be selected to alert on the User Notification emails

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...

For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.

I'd like to be able to select all the Payment Alerts and Accept them in one go