sometimes parents send us emails without mentioning their child's names or their names. It would be great to have an option to search them by their emails.
Registration Forms without Payments Should be Classified as Incomplete
The key difference between an enquiry form and a registration form is that the latter takes payments, whereas the former does not. When a registration form has been filled in, the parent is shown a Submit & Proceed to Payment button. Clicking ...
View/export email communication via API batch so they appear on MSP
Our iSams is integrated with MSP via a batch API. We currently use School Post for most school comms but would like to move to using iSams email wizard. School Post emails sync with MSP so that parents can view their school related emails on their...
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...
I requested this nearly a year ago but please can we get a link between payments and forms? eg selling tickets to a PTA disco automatically sends them to the form for dietary and contact info for that event. The admin and time spent contacting par...
Is it possible to have a widget available for the dashboard that includes data from applicants that are in the system based on their application status. Similar to the School Statistics and report widget. So a break down of Year applied for and a ...
Ability to add additional fields to reports on the Wizard Bar
It would be very useful to be able to add fields to the Teaching Set List report and others. Wizard Bar > Teaching Manager > View Teaching Set Lists > on the Field Selection screen > I would like to add more fields for staff to select ...
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.
All modules' results - selected page number made larger, bolder or boxed
This affects all modules. When several pages of results are returned would it be possible to amend how the currently-selected page number is displayed? At the moment it’s really hard to distinguish which page is selected. In the screenshots attach...
