Ideas

If a family is added to an open day but then cancels or doesn’t attend, we use the ‘Attd’ flag and mark them as ‘No’, however you will see that they have Visits (1) appearing against the Visits tab. This is misleading – when you are working in the...

Is there any way we can archive or hide previous events? The drop down menu of events is getting longer and longer and it would be good to archive them in some way so it makes selection easier.

Add field 'Job Title' to agent contacts. Agent Manager > Select Agent > Add Contacts

For a Foundation of schools such as ours, it would be useful to easily duplicate an existing record, whether this be an enquiry or application. We often receive enquiries / applications to two schools within the Foundation and for statistics purpo...

It is frustrating that there isn't a way to manually search for a pre-existing enquiry record under the Portals module in Admissions Manager when a registration is received (despite knowing full well there is one!), in order to merge the records. ...

Currently the report which we can run for missing attachments for POIN's is only shown at Trust level. It would be great if this could be broken down into School level so that each school can see which invoices they need to upload.

Payment Run History screen -There is currently no way to filter or sort this screen. It doesn't default alphabetically either. We have a long list that's growing which can be hard to sort through. The simple ability to filter or sort would be most...

We log in as our personal names but we wish the emails we send to prospective parents to come from our generic 'admissions' email address. I know this can be changed in the 'options' tab, but can it be set as the default option please. Doing it fo...

Prospectus send routine to be linked to email wizard to allow electronic sending of prospectus pdf that would be recorded on applicant record.

We run a series of school readiness events for Pre-School age children and their families to attend. I can create an Event in Admissions Manager to keep track of external candidates who have attended but I would also like to keep a record of famil...