Add option to default to correspondence contact type in Email Wizard
Can there be a way to set the default contact type in the Email wizard to correspondence like the older Create Email wizard? Too many teachers are still forgetting to tick the correspondence tick box in contact type when sending emails to tutee pa...
Allow option to prevent negative fee total for billing
Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.
Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...
Fully clone user group permissions across all modules
From time to time we get asked to "Add module X" to an existing user as most staff are unaware of how permissions in iSAMS are configured. While we can clone the basic level of permissions within the Control Panel, it means having to go through se...
The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Connect Medical Centre Visits to Wellbeing Manager
It would be very helpful for us if indicators could be created for medical centre visits. This way, the head of sections wouldn't have to check the medical centre area separately but would be informed via the wellbeing manager indicator if a stude...
Candidate Entry & Timetable Reports - Save as individual reports
When downloading Candidate Reports there is requirement to be able to save as individual reports to pass on to the candidates. Presently the pdf is one file, ok for printing but not for individual saving. Other option is downloading each individua...
When restructuring a school to get around registration problems for teachers who teach across divisions it is not possible to delete old division due to risk of data loss. It would make things more efficient if you were able to modify these in any...
At present we find that the vertical scroll bar in Reports Wizard doesn't allow for scrolling through all reports on devices with smaller screens. For example, on a laptop with a 13" screen and Windows reccomended display settings (1920 x 1200 res...