Ideas

We have been using Wellbeing Manager for a couple of years now. In the main it has been well received by our safeguarding team and teachers. One of the biggest frustrations however is that Life Event notifications / reminders cannot be set up to b...

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...

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...

It would be very useful to be able to export all of our contact data into a spreadsheet format like it was possible to do on the previous version of ParentMail. It is currently extremely tedious to find out who we have in our contact lists as we d...

Might it be possible to allow Actions to be allocated to multiple staff at once? This could either take the form of copying the action out once per staff member chosen, or allowing more than one staff member to be assigned to a single action. Pref...

When viewing all a specific pupil's concerns (Wellbeing Manager > Manage Records > Pupil Name > Concerns) it currently only displays details of the Concern; viewing details of all the actions and their outcomes is either time consuming (a...

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...

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...

Could the As At Status on the purchase ledger as an option be added? It was on version 6.

Once a member of staff is archived, it would be helpful if they no longer showed up on the 'Users" list as the list becomes extremely long.