When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Cloud Portal Dashboard - Ability to rearrange features
It would be useful to be able to re-order the features of the Dashboard. There are times throughout the year where we'd like to make key messages to parents more prominent and therefore move text sections to the top of the page to catch their atte...
Display recent School News and Documents on the Dashboard (Parent Cloud Portal)
It doesn't seem possible to display recent School News and Documents on the Dashboard of the new Cloud Parent Portal. This is currently available on the old Parent Portal. please could it be added to the Cloud portal.
Transfer all transactions to one account when suppliers are merged
Look to add a facility where we can merge accounts. This would mean that if an account was duplicated or a supplier merged, we could pull all the transactions over to the active account and make the other inactive. This facility is available in Xe...
Would like the option of searching by Form Tutor rather than pastoral, and I'd prefer to see the Form Tutor rather than pastoral tutor on the School tab.
Alert Configuration Based on Date e.g. Visa Expiry Date
1) Auto push report to admissions staff for student/parent visa expiry and other logics and2) Configure and send reminder emails to parents as early notification for visa renewal Able to configure the above based on a pre-set schedule e.g. schedul...
Single input screen for invoices which identifies POIN / PI to avoid duplicate work
Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Would it be possible to add a feature that sends an automatic email to teachers who forget to take the register. This could be customised to choose a time period after the class or only for AM registrations, for example.
Guest
about 1 month ago
in IRIS Financials / Future development
1
Planned for a future major release
