Ideas

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

Once an order is approved it cant be amended. If an order is raised against the wrong nominal code this creates a commitment against the wrong nominal code and wrong budget line. This cant be corrected while the invoice has been received. Can cert...

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

Would it be possible to schedule emails to go at certain points of the year to a certain type of person/group of people on the database to aid the admissions process? For example every January, on a set date, those who have accepted a place to joi...

We would love to be able to export all of the information from a form (Open Morning, Individual Tours) into an Excel document.

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...

Is it possible to have a widget available for the dashboard that includes data from applicants that are in the system based on their application status. Similar to the School Statistics and report widget. So a break down of Year applied for and a ...

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.

When I create the form fields in an Enquiry or Registration Form in the Admissions>Portal screen, I am able to order both the Subgroups and the fields so they appear how I want them in the form on the Admissions Cloud portal.The order, however,...

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...