Ideas

The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - as state schools we mostly need to use this form for initi...

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

To be able to run a report on a parent to see what messages they have opened and what they haven't as currently we can only do it by individual message or see the last 3 messages sent to them.

On the registration form for new pupils most of the fields are either textboxes or drop down lists. The "Current School" field is a drop down list but also has an "Add School" button, allowing prospective parents to add a school to the list of sch...

On admissions we deal with parents who have more than one 'applicant' as they are siblings. We want certain notes/emails to be saved on both applicants records as they are dealings with the parents and are needed for information of both - is there...

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.

Sometimes parents email and we do not know who they are when they don't reference student names

At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.

Independent schools need to be able to forecast and report future intake numbers. There is currently no report, as confirmed by iSAMS support, that will allow you to report by year and/or term of entry for prospects. Analysis of conversion rates a...

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.