Ideas

When bulk editing assets, and trying to Link a related contract, you can select the contract on the system but when you hit add contract it's as though you haven't selected it.

Would it be possible to schedule emails to go at certain points of the year to a certain type of person/group of people on the database to aid the admissions process? For example every January, on a set date, those who have accepted a place to joi...

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...

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.

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...

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.

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...

Incidents - could there be a drop down to add the Head of department and a notification sent to them when an incident has been logged

The reports in the incident area are limited - can there be a report where it pulls data from all the fields, so I can filter what I need etc.