The ability for the financial informaiton with in the Asset Management module of Every Compliance to sync / export to IRIS Financials in a digital way.
Is there a roadmap of the priorities for data integration with Central? It would be great to have a timeline to know when new features are being considered. At the recent South East Asia User Group meeting (March 2024), we heard that <30% of iS...
Ability to report on ALL custom fields regardless of the module
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.
In Designer it is possible to select different high contrast colour schemes would it be possible to create our own colour scheme to match of school branding.
Could reports created in iSAMS Central by customers be allowed to share with other Central customers? Perhaps creating a shared bank of reports for reference? In terms of submitting a Central report for the shared bank within a reports settings yo...