Ideas

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

The guides do not explain to a user the different between and approve and amendments suggested process. We have more than one approved and if someone suggests an amendment it deletes the whole policy. This is time consuming and a waste of time as ...

In Multi-Site Global Search when using the Incidents Tab, the table does not show the Sub-Status , is possible to enable this. Also is it possible to create a incidents report when using Multi-Site Global Search, the Reports Tab dropdown menu does...

Within the Student Registers module itself, when you search for pupils, their names come up using their preferred name. Then, when you click into the pupil record, the name at the top of the screen, is the pupil's first name. Additionally, if you ...

The recent change to make notes specific to a category of access arrangements has unfortunately made it extremely difficult to view them on a laptop. The helpdesk recommended viewing it at 50% in order for the text to be displayed on the page inst...

Unfortunately, there isn’t currently a function to map checklists to schools directly from MAT level they would need to be created at each school level individually. A possible workaround is to add the checklist to a MAT‑level activity and then ma...

This will enable consistency for reporting purposes as this is currently a free text field.

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

The SEN Types list in the requirements section of the SEN register is not sorted alphabetically (screenshot attached). This occurs when new SEN Types codes are added. This is a request to allow us to sort or at the very least for iSAMS to set the ...