Ideas

Withdrawal notes field can be added to leaver tab, under former on pupil manager. So that when we search the formal students we can view the withdrawal notes.

Please allow functionality for short Lead Gen forms which are low impact on the user. At present these forms are multi-step with pages for each applicant, parents etc. I would like there to be functionality for a simple form which I can embed on o...

The guides do not explain to a user the different between and approve and amendments suggested process. We have more than one approved and if someone suggests an amendment it deletes the whole policy. This is time consuming and a waste of time as ...

In Multi-Site Global Search when using the Incidents Tab, the table does not show the Sub-Status , is possible to enable this. Also is it possible to create a incidents report when using Multi-Site Global Search, the Reports Tab dropdown menu does...

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

Wish that you could have the option of the read percentages to impact risk scores. eg if a document linked is 100% read then we take a 'treated' score, where as anything lower eg only 70% of staff have read it, we would take the untreated score. i...

Unfortunately, there isn’t currently a function to map checklists to schools directly from MAT level they would need to be created at each school level individually. A possible workaround is to add the checklist to a MAT‑level activity and then ma...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

Would be great to be able to exclude contacts of current pupils when emailing applicants contacts through the email wizard. At the moment when sending the same communication to current parents and applicants, if a parent is in both categories they...