Ideas

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

Allow on-screen viewing of uploaded pupil documents without downloading them. This would keep sensitive documents secure within iSAMS and not lying around on users PC's

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 would like the sort order of approved/merged/rejected forms to be the earliest first rather than the latest first. We have only just started to use them and we are already on page 3 and whilst we can add a filter or change the page size we woul...

Would it be possible to have the functionality to include multiple-contacts per 'school record' in this module, and not just the one

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

I am looking at creating an admissions register for the leadership team to use. At the moment we are using a manual spreadsheet (or 4) which is very time-consuming and prone to error or can be out of date. I would therefore like to link a spreadsh...

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?

We are using the admission forms to capture the whole admission journey including booking on an event. We have had to create a custom field for the parent to indicate which event they want to book on and then the admissions team have to add them t...