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,...
Creating user accounts and applying them to more than one site (for groups)
Push down feature in Central. As we are a large group - we have central colleagues that need to access each site. We would like functionality where we create the user account and then push that to the relevant schools or all of them. For example a...
FORMS - parent must complete required fields before proceeding through form
For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing
Hidden Description of Reward & Conduct in parent portal
As our school are going to activate the parent portal and open to our parents, there might be some data we have decided to be not shown to parents, for example, the description of Reward & Conduct, please take a look at the specific details in...
Allow links in the 'details' field of a consent register
The Details field is what appears when requesting consent, so it would be good to able to add clickable links to the text, e.g. to the relevant data protection policy...
Contacts (Advanced) Batch API add ability to filter for different MailMerge flags.
Currently one of our suppliers takes pupil and their contact details using the Batch APIs. However we would like to only include addresses of any type that have all mail merge or correspondence mail merge flags set. They provide the option to set ...
add notes before sending approve leave request notification
We are asking the parents to submit the leave requests in iSAMS. Once we receive the leave request, we have two options “approve” and “reject” their request.When I click the green flag for “approve,” there is no place for me to add a note. I want ...
E.g. When a detention is moved onto the following week and then authorised again, the system does not re-notify parents, pupils, teachers etc with the amended detention details. Hence we have moved a detention on to find that the parents and pupil...
We are running the Parent Portal this year and there has been so much confusion amongst parents trying to create portal accounts despite detailed screenshot instructions. After parents receive the registration emails to create a portal account the...
