Ideas

Set beginning and end date limits to manage appropriate year of entry applications

When exporting visit date we can only see the Category and the Date so are having to look at calendars to find out what the visit actually was

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...

It would be great if there was something like the table in other schools where you can see the number of each status next to each school or something similar to ' Feeder Schools conversion' in the Admissions module.

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 ...

As well as being able to export the event category it would be useful to export the event title - the custom report does not provide enough information. We need, for example to search more than a data range, we also need to analyse the entry point...

We have international students and some have a guardian agency company rather than an individual as a contact of an applicant or student.Can additional fields be created or current fields be modified to support this type of contact?

I was talking with admissions yesterday and realised we may have some issues regarding logging enquiries in the future. We may set a threshold of a child being over 17 or enquiry being over a year old, at which point it becomes stale and we should...