Ideas

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.

We don't know of any agency that uses a fax number anymore so it would be useful to remove this field from contacts in Agent Manager and replace it with website address.

Agent Manager only lets you link one Agent. We often have 2 Agents and currently have to pick just one to link, which then effects the usefulness of the stats. Also we have Educational Guardians, who can be from an Agency, that cannot then be mana...

It would be great if there was something like the table in other schools where you can see the number of each status next to each school or something similar to ' Feeder Schools conversion' in the Admissions module.

Generate LLP accounts under frs 101.

Tech secretary and tech team will be using to better keep track of devices we have disposed/recycled, etc. and disposal being able to pull by date. Ex. our last recycle was 9/20/23. We want to pull a report as of that date.

Add field 'Job Title' to agent contacts. Agent Manager > Select Agent > Add Contacts

It would be very beneficial if in Agent Manager you were able to attach a document to an agent. For example you could attach contracts for a particular agent. Keeping everything in one place.Thanks.

You would then only need to enter the branch address and overall contact details once. Individual contact personnel names and contact details could then be inputted seperately. Currently you have to enter address details everytime you add an indiv...