Ideas

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Limit and restrict access to employee records at a more granular level.

For users without an authenticator app and relying on the email notification, these only being valid for 30 seconds to 1 minute (this is how live chat described it) is not long enough as it could take longer than this to deliver. Could the validit...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

Please can Force Review be enabled as default to prevent human error and notifications being sent from the system prematurely. Whilst Implementation consultants should be enabling this, it is easy to miss and always needs to be enabled at the begi...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

So we can tally them with our school MIS . Thank you

We've been testing the new app on an iPad with an item that had multiple options and parents could pick more than one. Picking the item was not a problem. However, if I'd wanted options a and c from the list it is little cumbersome as when I added...

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

Hello, it would be really useful if Parent Mail had an in-built in signature which all users who login in to the Marshgate account automatically have. For example, I copy and paste this into the end of all our emails: Marshgate Primary School 157 ...