Would like the Year on Entry field to display the full academic year
We have set up admission forms for parents to complete. Currently the Year on Entry displays 2024 for example but is not clear if this is a calendar year or academic year. We would like it to display 2024/2025 for example to make it easier for sel...
Add functionality to create other information forms for prospective parents to complete.
add the ability to create forms linked to fields in the medical manager, documents & files and notes through data fields and custom data fields. Then however many links to hidden web pages can be sent to prospective parents
Can data from 3rd Parties be included with the iSAMS data e.g. SOCS, Evolve. Could this also include our own data e.g. CEM data (MidYIS/ALIS), other predictions
Registration Forms without Payments Should be Classified as Incomplete
The key difference between an enquiry form and a registration form is that the latter takes payments, whereas the former does not. When a registration form has been filled in, the parent is shown a Submit & Proceed to Payment button. Clicking ...
Enable the default mail options to be applied to new contacts when approving the admission portal forms
We have set up the default contact mail options in Student Manager to be Reports and Communication. This is so that our Finance team can tick billing when they set up the billing accounts. When a record is manually added in Admissions Manager, the...
Add the Parental Responsibility and Student Home to Admissions Forms available fields
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 - we mostly need to use this form for initial data collectio...
Once an order is approved it cant be amended. If an order is raised against the wrong nominal code this creates a commitment against the wrong nominal code and wrong budget line. This cant be corrected while the invoice has been received. Can cert...
We have been using the Admissions Portal Forms for a couple of years now and have refined our forms so have some that we no longer use. We are unable to delete those forms so if an Archive feature could be added so that we don't see them in the "l...