Teacher filter in Reward & Conduct > Manage Records
When using Manage Records, it would be useful to be able to filter the rewards by Teacher name/initials as well as student name. I know you can do this in reports but if you need to amend an award, the teacher filter would make this much easier.
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...
Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Allow making set changes in the future or for specific dates
Currently one can only make changes to sets and classes to take effect immediately. Allowing one to make changes in advance would be very beneficial. Or to allow class/set enrolments for specific date ranges would also help.
SO tedious to add one set and then another one using the painful dropdown menu. You need to at least be able to multiple select the sets from the huge dropdown (which also needs to be able to be filtered by year group).
Contact id to be visible in contact record in student manager
In some ocasions we have detected duplicated parents, normally in families that have not been properly linked. It would be very useful to compare a Contact record by the isams internal Contact ID (this field is available for export in Export Wizar...
It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
Electronic signature on forms in Admissions Portal
Our Admissions Team would like to have an electronic signature (similar to DocuSign) to be on the form which parents complete on the portal to accept their place at the school.
Student's display name in Portal would be better as Forename not Preferred Forename. Preferred forename is okay for use in school by staff but parents do not want it to appear as such in the Portal.