Ideas

When exporting visit date we can only see the Category and the Date so are having to look at calendars to find out what the visit actually was

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

As a multidivisional foundation, we prefix our Admissions Visits with the division name to easily identify them and so that our Admissions team can each have their own school's events set up in the system. As iSAMS is already set up to allow Admis...

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...

a txtSchoolID is automatically created when an admissions record is first generated / inquiry first made.I believe the first few digits are the TIME that record was first made e.g. 103341705547 was at 1033 and 084849888271 at 0848. Can we PLEASE c...

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...

Please could we have the ability within all Portal forms (enquiry & registration) to be able to add a further contact (or more!) - this is because we have educational agents completing application forms and at the moment the form only allows 2...

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

Please can you add the field 'Deposit Type' to the export wizard of the admissions module to make it easier to track what type of payments have been made by applicants.