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
It would be very beneficial for parents to be able to see their termly invoices on the parent portal app and not just on the web-based platform. Many parents only use their smart phones to access data and they are currently prohibited from seeing ...
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 ...
It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...
Option to override auto-capitalisation of surname for Applicants
Please could you make it possible to override the auto-capitalisation of the first letter in the surname field on Applicants? It appears to be possible to do this for current pupils, but not while they are applicants. We currently have several Ger...
Registration alert sent to person who raised the alert and other addresses
It would be really helpful if the person who raises a registration alert is also sent a copy of the alert e-mail. Currently there is no option for this. Additionally it would be really useful if we had the ability to send to custom e-mail addresse...
Fixed Assets - Full Year's Depreciation in First Year of Purchase
Could we please introduce the option of charging a full year's depreciation in the first year of purchase, which would be in line with some company's depreciation policies. Currently, the only override is to set the purchase date to the first day ...
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...
