Ideas

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

At the moment, you only see document number, date and who entered invoice to the system. It would be useful to see supplier name, date posted & link to invoice copy on summary screen. Thank you

Currently the dashboards and reports in the admissions modules show a lot of historical data, dating back years so that we can do trend and conversion analyses. However, these stats don't include any reference from records that have been deleted (...

Could YPO be considered as a supplier for punchout?

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.

It would be useful if the audit trail started with the date that a prospective student record was added to the system, currently the first record in the audit is whenever a field is updated, not when the record was created.

Would it be possible for inactive agents to become active when there are current and applicants attached to them?

Parents email options is set to be all_merges at the applicants level, if we can have a default set that we can apply from our side such as the Students Manager available option for current students? We can do that in the Student manager --> Ma...

I'm currently working on tidying up our other school list. However, admissions staff are making new duplicate schools as fast as I am clearing them out. I know they can use the finger in the air not the + but they are frequently still using the +....

We would like to search for students based on their admission status (for example, rejected by school) after an exact date.