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Automatic assignment of tasks to individual Line Managers

Please can you considering including a feature within Tasks whereby if for example some one leaves, the Task can be pre-assigned to their Line Manager. Currently, the only way to do this is to individually select the Line Managers name and task ha...
Carmel Hopkins 6 months ago in Every HR / Task Management 0 Good Feature

Request for Bulk Update Functionality for Activity Assignment

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...
Joanna Gravatt 3 months ago in Every Compliance 0

Export contact data

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...
Guest 3 months ago in IRIS Parentmail 0

View documents processed by user

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...
Guest over 3 years ago in IRIS Financials 0 In Development

Distributing documents that need more than acknowledgment.

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...
Lyndsay Teasdale 6 months ago in Every Compliance / Documents 0

As At Status Enquiry- Ledger

Could the As At Status on the purchase ledger as an option be added? It was on version 6.
Guest 3 months ago in IRIS Financials / Future development 0 Under Investigation

Remove archived staff from users

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.
Guest 3 months ago in Every Compliance / Assets 0

Download Senders list

In a previous version of ParentMail I was able to download a list of names that a mail had gone to and export to to send to a third party
Guest 3 months ago in IRIS Parentmail 0

Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities.

Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities. During set up process particularly it is very time consuming to check all contracts across 17 properties to check all schools ha...
Guest 3 months ago in Every Compliance / Business 0

Incidents - could there be a drop down to add the Head of department and a notification sent to them when a incident is logged?

Incidents - could there be a drop down to add the Head of department and a notification sent to them when an incident has been logged
Emma Robinson 3 months ago in Every Compliance 0