Ideas

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title

In Every, the job roles displayed in My Portal > My Profile are automatically ordered alphabetically. This can cause confusion for users who have future‑dated roles added to their account. For example, if a role starting in September 2026 begin...

Independent schools need to be able to forecast and report future intake numbers. There is currently no report, as confirmed by iSAMS support, that will allow you to report by year and/or term of entry for prospects. Analysis of conversion rates a...

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

Current school and previous school are not searchable data fields in Query Builder. It would be useful to be able to search using these fields (for example when tidying up duplicate schools, or finding a group of students).

We would like post/vacancy approvals to include a mandatory approval step for certain work groups. Currently, the HR team has to create and add posts and vacancies themselves. Our preference is for this responsibility to sit with School Operations...

A drop down to be able to make an employee's objective visable to another manager of choice so that they can add details around monitoring as well.

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...

We can distinguish between a pupil's forename and preferred (first) name and have both of these added to the enquiry and registration forms. However, only the (legal) surname field is available for use. It would be great if the preferred surname f...