Ideas

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

In admissions module, in the Email Wizard we are able to pick up Scholarship List, Type etc in the mail merge fields. But we are not able to pick up the percentage field. Could this be added please. We need to include this in the email that goes t...

Hi In Version 6 there is an option to add the Location Column in any of the detail equiries and favourite reports. This is not available in version 7 and so unable to provide the accountants with the Trial balance by Location and have to use versi...

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - as state schools we mostly need to use this form for initi...

As we cannot anonymise applicants or enquiries in the Admissions Module when they have been archived as rejected or withdrawn. This is in breach of GDPR regulations and means every school who is using this module could be fined by the ICO.

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

It would be really useful if there was a way that Admissions Portals could link directly to event groups we have set up in the Marketing tab within the Admissions Module. We have recently started using Admissions Portals to book families onto even...

Would like to be able to be able to change the Portal Form Type from Registration to Enquiry OR Enquiry to Registration. This would mean that a form that is currently a Registration that takes a registration fee, could be changed to a registration...