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Integration between IRIS Financial Planner and Every HR

Integration with every hr for contractual information to pull through for assisting with budget planning and forecasting.
James Pedersen about 1 month ago in IRIS Financial Planner 0 Needs review

Report for email totals

We are looking to get a report on how many emails we have sent out over the last 3 years (a total for each academic year, running from August to July inclusive)
Guest about 1 month ago in IRIS Reach 0

Agent Manager to incorprorate Email wizard capability

We would like to send out promotions, reminders and general updates to Agents to keep their interest in our Summer School ongoing however we cannot do this via the Agent Manager as there is no capability to send out a mail merge using the Email Wi...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Agent Manager 0 Good Feature

Email and accompanying text

Hi! We often send emails to large groups at a time and several people don't seem to receive their emails. For this reason, we like to send an accompanying text message to alert people to check their email. We would find it extremely useful if ther...
Guest 3 months ago in IRIS Reach 0

Upload Document in Agent Manager

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Agent Manager 1 Good Feature

'Resend' Option for Email Log

When we send out a reminder about previous communication sent via Iris Reach, there are a number of ‘lazy’ parents that say they didn’t receive it. But when you search their child’s Email Log you can see it has been sent. I am requesting that ther...
Claire Dell over 2 years ago in IRIS Reach 0 Awaiting Prioritization

Amendment to dynamic text for gender

System should look at 'gender identification field' on SIMS and not 'sex' field to ensure the correct pronouns are used.
Guest 4 months ago in IRIS Reach 0

Ability to report on ALL custom fields regardless of the module

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Agent Manager 1 Good Feature

Schedule emails

Can we have an option to schedule emails? Our booking system for meals has a deadline of midnight on Saturday and I would love to be able to send a reminder weekly at 4pm on a Saturday to get people to remember, as an example. Other reminders woul...
Guest about 3 years ago in IRIS Reach 4 Planned

Click through to a pupil record from the pupils listed against an agency

It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery