Ideas

I’d like to raise a significant usability issue within the system regarding activity management. Currently, there is no option to bulk update the “Assigned To” field on activities. This has created a major inefficiency for us. Following a recent s...

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...

We would like the sort order of approved/merged/rejected forms to be the earliest first rather than the latest first. We have only just started to use them and we are already on page 3 and whilst we can add a filter or change the page size we woul...

We would love to be able to export all of the information from a form (Open Morning, Individual Tours) into an Excel document.

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...

It would be really helpful if you could add needs completing, ie a MS Form but somehow the system knows it has been completed. A little bit like adding a checklist to the document that needs answering before confirming it is done. EG I need them t...

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

Once a member of staff is archived, it would be helpful if they no longer showed up on the 'Users" list as the list becomes extremely long.

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

Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities. During set up process particularly it is very time consuming to check all contracts across 17 properties to check all schools ha...