Ideas

It would be really helpful if we could set default settings for the reporting suite. For instance, the font in the reports is too small and has to be enlarged to see it each time. If I could set this as a default, it would save me time. Also, bein...

Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...

We have recently had a member of staff leave. So on Every compliance activities, i will now need to update 50 activities one at a time to change the assigned to as their is no bulk way to update

The Alumni Api is missing key fields such as Email and LeavingForm which make it impossible to use. Due to the lack of email there is no way to authentic leavers or manage their accounts in AD/GSuite etc.

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...

We have a separate front end where parents are able to update their contact and custom information. It would be great to be able to update this information via the API. We currently update this information using direct SQL queries.

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...