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Case management reports

The option to run a report from the Case Management to be able to filter how many cases and by type and or a summary page of data showing case numbers/type/open/closed etc.
Sheryl Newsom about 1 year ago in Every HR / Case Management 2 Already Present

Remove leavers from 'Balance adjustment tool'

I have leavers from 2018 who are deleted from users list but still showing up on 'Balance Adjustment Tool' as 'deleted from system'. The Chat Expert said they will come off soon but i have people on that list from 2018.
Guest 9 months ago in IRIS Parentmail 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 5 months ago in IRIS Parentmail 0

ParentMail transfers name data with an accent correctly into their system

Currently names with an accent are not synchronised correctly, and random characters are added to a students name making the actual student's name corrupt and unsearchable in ParentMail.
Guest almost 2 years ago in IRIS Parentmail 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 5 months ago in IRIS Parentmail 0

Case Management: Sanctions being linked to Employee Record / Case Visibility User End Dates

Within Case Management it would be useful if any severe cases which have led to suspension would be appended to the Employee Record following an outcome - this would flag to HR teams but not be visible for the end user to see Secondly, when adding...
Lewis Hattan 10 months ago in Every HR / Case Management 1 Good Feature

Parents can only receive a form if already registered

If a parent has not registered with Parentmail they do not receive a FORM electronically - system produces a paper copy. Is there any way to be emailed the form with a message saying e.g. "to complete form, please register for an account".
Dawn Dudley over 2 years ago in IRIS Parentmail 1 Awaiting Prioritization

Change the wording used in the email generated when a form is sent so it does not read Dear (surname)

Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.
Guest 11 months ago in IRIS Parentmail 0

Repeat booking option for registers

Before ParentMail was updated in April there was always an option on registers to select "Repeat Selection" when booking sessions. This has been discontinued much to the annoyance of parents who like to block book their wraparound care sessions. C...
Alison Protheroe 6 months ago in IRIS Parentmail 1

Two tick box options for one payment item

I would like to create a payment item with two options to tick - eg size and colour. This is for our leavers hoodies - we have to set up a form with size and colour, and then a seperate payment for the hoodie price. This usually means that a paren...
Guest almost 2 years ago in IRIS Parentmail 0