Ideas

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...

Allow for BI code to be used instead of line manager

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.

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...

We run a series of school readiness events for Pre-School age children and their families to attend. I can create an Event in Admissions Manager to keep track of external candidates who have attended but I would also like to keep a record of famil...

Currently, you can create a group of schools in Admissions Manager > Marketing > Manage School Groups however, you are unable to email the group of schools - which in marketing is pretty essential! It seems you can use the email wizard if yo...

Hi, I was advised to Add Contact for Contacts if there are multiple email address / telephone numbers if I do not want to overwrite the existing ones, the same goes for Contact Address. This results in manual data entry of other information that d...

Prospectus send routine to be linked to email wizard to allow electronic sending of prospectus pdf that would be recorded on applicant record.

We log in as our personal names but we wish the emails we send to prospective parents to come from our generic 'admissions' email address. I know this can be changed in the 'options' tab, but can it be set as the default option please. Doing it fo...