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.

Please can you put the password credentials either on the invitation email that you send out or make it visible when parents are entering their credentials as the amount of parents we have taken calls from is ridiculous and it is all to do with th...

When creating a child element / custom area in a Student Register, to be able to include data from other modules (Student Manager / Admissions etc) that has already been completed. For example, creating a Right to Study register, which includes th...

At the moment we are using the file repository function in student registers to keep track of documents like IEPs. It would be better if these IEPs could be linked directly so that staff can access them through a hyperlink and up to date informati...

If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...

Our School users really like the Batch and Group Edit functionality in Student Manager to enable them to prepare the data for the Census more easily. However, in some Student Registers (i.e. Learner and Funding Monitoring) the only field available...

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...

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...

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K

We sell book bags via spider. It would be useful to receive an email notification when one is sold so the office staff are aware and can distribute this in a timely manner. Currently we only find out when we go to export funds. It would be useful ...