If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...
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...
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...
Customisable parameters on Self certification & return to work tasks
The ability to set a parameter for when these tasks are triggered e.g. only require a self certification if they have been off sick for 3 days only require a return to work form if they have been off sick for 5 days
Be able to produce a monthly report showing who is eligible for half/nil pay due to sickness absence, based on their length of service, their sick pay entitlement and their absences over a 12 month rolling period
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...
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...
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