Ideas

Hi, I was advised to Add Contact for Contacts if there are multiple email address / telephone numbers if I do not want to overwrite the existing ones, the same goes for Contact Address. This results in manual data entry of other information that d...

Users are having to open up a document enquiry screen at the same time as using the Advanced Bank Reconciliation so they can check the period an item was posted in. It would be great if we could add to the list of available fields within the colum...

Prospectus send routine to be linked to email wizard to allow electronic sending of prospectus pdf that would be recorded on applicant record.

% for each group and date range.

When reconciling the bank in IRIS Financials, it would be great if IRIS was clever enough to detect incoming amounts and automatically suggest a match to an open invoice on the sales ledger. You could then just confirm this and it would automatica...

not sure if this request has any mileage, but is it possible to add the chat box facility on either the portal or accounting, which connects to the administrator, or the location help desk with in IRIS. Not sure if this is an IRIS system issue or ...

We log in as our personal names but we wish the emails we send to prospective parents to come from our generic 'admissions' email address. I know this can be changed in the 'options' tab, but can it be set as the default option please. Doing it fo...

School sent out emails using mail merge buttons, then copy and pasted the original email as they were sending out multiples of the same email, but when these were delivered the names to not show due to the copy and pasting. School asked if there i...

My customer (SHA03) asked that there could be an option to receive a read receipt from the document emailers (document, remittance and statement) so that they know that the recipient has received and read the document sent to them

Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...