Ability to manually search for a matching enquiry to an application via Portals
It is frustrating that there isn't a way to manually search for a pre-existing enquiry record under the Portals module in Admissions Manager when a registration is received (despite knowing full well there is one!), in order to merge the records. ...
Rather than scrolling down three separate fields (Day/Month/Year) to input a date like in Date of Birth, please can we have it where you just type in the date. It's quicker and more convenient.
Admissions Portal Forms need to feed back Consents into the Data Protection Module when merging a form submission.
At the moment the consent registers which can be added on the Admissions Portal forms feed the data back into the Data Protection module only when we approve a new submission. However every year we send out forms to parents and pupils that are alr...
It would be really helpful if we were able to either filter or pull out a list of applicants with the payment status - awaiting payment. This status is shown in the deposits tab and can be applicable to registration fees or deposits. It would be a...
We are finding more and more that parents want to bring siblings and grandparents along to open mornings but there is no where on the applicant record that you can add these additional guests. The only way you can do this is via a note on the even...
Ability to Search by Deposit Date with Query Builder
Within Query Builder there is an entry for Deposit Date under the main list of pupil fields. However, this is a legacy field and does not contain the actual deposit information. Although there are a couple of fields listed under Fee Billing, Depos...
Admissions Manager home screen should be listed in date of enquiry
Is it possible to view the Admissions Manager enquiries by date order rather than alphabetical. This way you can select applicants in this order to send follow up call to action
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 ...
The Export Wizard is available in many parts of iSAMS (Admissions Manager, Pupil Manager, Student Registers etc.). In the case of data available in the Medical Centre, we have security features that mean that staff can only export data they have a...
