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...
There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.
Jamie Vincent
over 2 years ago
in IRIS Financials
4
Development Complete
In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...
Would love to have a data point by subject. This would allow us to filter by subject and not just by department. Example of this is a dashboard for Rewards and Conduct, i am unable to cut the data in this way.
Notification of Registration Form submissions when payment hasn't been completed
iSAMS support have confirmed that the system is set up to only notify school users of a registration form submission if a successful payment is made. If payment is not made, the form comes through but no one gets notified. It would be much more he...
At REQ Stage to carry forward attachments to PORD stage
At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
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