Ideas

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.

Allow active PS Online users to request a password reset to the email address that has been set up in the user ledger. As an administrator I am frequently asked to reset a password because they have forgotten. If they could request a reset to thei...

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.

The workflow for invoice approval only allows for one cost centre. It would great if it could send elements of the invoice to different approvers if the cost being split across multiple cost centres

It would be really useful if timed out requisitions/orders could be saved as drafts. In a busy school office, there are often interruptions part way through processing a requisition and by the time the staff get back to it, it has timed out meanin...

I run an Outstanding Purchase Orders by Supplier report every week to remind everyone what needs to be GRNd, and spend hours deleting unnecessary columns and manually, line by line, adding in the department/user that created each order. Would it b...

I am setting up workflows currently and receiving support from Advantage. I do not always receive the feedback link within the case resolution email. I think it would be good to have a link attached to each case logged via the Iris platform, where...

When we cancel a GRN it would be useful if a link comes up to cancel the relating PORD and REQ. Currently there are 3 actions for every transaction. Very long winded.

It would be great if you could update one account then copy new information to other accounts