Search User Accounts by Forename & Surname (Fullname)
Presently we can search for user accounts by first name OR surname. However if I combine first name and surname together, regardless of order (first name then surname or surname then first name), the search fails.
Report to download all Documents and Files from a category
Could a process be created to automatically download all files from a category in "Documents & Files" Student Manager. We use a UKVI compliance category for all Appendix D documents and it would be useful to be able to download these by studen...
Identifying Establishment Number of School when creating CTF
When creating a CTF if more than one School is listed with the same name it would be helpful if the DFE numbers appeared so the correct school could be selected
Fully clone user group permissions across all modules
From time to time we get asked to "Add module X" to an existing user as most staff are unaware of how permissions in iSAMS are configured. While we can clone the basic level of permissions within the Control Panel, it means having to go through se...
The option to hide a concern category that will still pull through to a report, but will no longer be used in the system against current students. At the moment the only option is to delete which then stops the report pulling the information through.
Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance
In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Have a drop-down list option (selector) in electronic forms
There is no option to add drop-down lists in the electronic forms. This makes the forms difficult to configure or very long when there are many options in the same section.
View/export email communication via API batch so they appear on MSP
Our iSams is integrated with MSP via a batch API. We currently use School Post for most school comms but would like to move to using iSams email wizard. School Post emails sync with MSP so that parents can view their school related emails on their...