Ideas

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.

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 ...

Currently names with an accent are not synchronised correctly, and random characters are added to a students name making the actual student's name corrupt and unsearchable in ParentMail.

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...

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 look to anonymise admissions data for pupils who chose not to join us some time ago, so that we can retain the generic statistical information for future analysis whilst being GDPR compliant.