Ideas

You used to be able to see which users were under a user group in v7. However, since turning on the new security, this is no longer available. Could we reinstate this please?

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...

I was talking with admissions yesterday and realised we may have some issues regarding logging enquiries in the future. We may set a threshold of a child being over 17 or enquiry being over a year old, at which point it becomes stale and we should...

As well as being able to export the event category it would be useful to export the event title - the custom report does not provide enough information. We need, for example to search more than a data range, we also need to analyse the entry point...

We have international students and some have a guardian agency company rather than an individual as a contact of an applicant or student.Can additional fields be created or current fields be modified to support this type of contact?

When exporting visit date we can only see the Category and the Date so are having to look at calendars to find out what the visit actually was

It would be very useful to be able to configure which fields need to be completed on an applicant record in order to allow the admissions status to be updated. For example, our final status in the pipeline is "Offer Accepted" and at this point we ...