Ideas

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.

It would be very useful to be able to export all of our contact data into a spreadsheet format like it was possible to do on the previous version of ParentMail. It is currently extremely tedious to find out who we have in our contact lists as we d...

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

I have leavers from 2018 who are deleted from users list but still showing up on 'Balance Adjustment Tool' as 'deleted from system'. The Chat Expert said they will come off soon but i have people on that list from 2018.

Could the As At Status on the purchase ledger as an option be added? It was on version 6.

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

In a previous version of ParentMail I was able to download a list of names that a mail had gone to and export to to send to a third party

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 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.

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.