Customer would like to be able to import PORDs in the same way that you can in accounting with SIs and GJs. Use a .CSV file to import all your lines for your PORD into purchasing.
Split permissions for deleting events vs removing people from an event
In the visits tab when assigning/removing events for pupils it would be nice if we could restrict users from accidentally deleting the entire event, but still be able to add/remove people from said event.
adimission field year on entry should be text not numeric
Admission manager -exported file-admission fields -year on entry should be text i.e year 1,year 2 ,year3 ,FS1,FS2 so on Please refer the video attached below
If a family is added to an open day but then cancels or doesn’t attend, we use the ‘Attd’ flag and mark them as ‘No’, however you will see that they have Visits (1) appearing against the Visits tab. This is misleading – when you are working in the...
Surgeries appears to be missing from the Medical Centre API, you can add doctors to a surgery or pupil but you can't create or get a surgery via the API.
Update REST API for Contact Billing Address, Contact Account Code and Invoice Preference
It is good to have REST API to update Contact Billing information such as (Billing Email Address, Contact Account Code and Invoice Preference) so that this can be done in bulk rather than going through one by one manually.
I was talking with admissions yesterday and realised we may have some issues regarding logging enquiries in the future. We may set a threshold of a child being over 17 or enquiry being over a year old, at which point it becomes stale and we should...
Is there any way we can archive or hide previous events? The drop down menu of events is getting longer and longer and it would be good to archive them in some way so it makes selection easier.
We were wondering whether it would be quicker if a number of orders could be entered onto a spreadsheet and then imported? It might save time, better spell checker? Bulk imports.