Ideas

It would be useful to be able to create an alert as soon as parent fills an open event form to alert admissions 2-3 days after to schedule a telephone call. At the moment, it relies on diarizing manually or exporting data regularly.

Parents/Data admins sometimes enter incorrect email addresses causing a plethora of issues down the road. A bulk email verification or even point of capture check would ensure the validity of addresses capture.

When searching periods could you add "Prior Year" as a factory set option.

Please could you make it possible to override the auto-capitalisation of the first letter in the surname field on Applicants? It appears to be possible to do this for current pupils, but not while they are applicants. We currently have several Ger...

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.

I would like to add logos and correct letterhead formatting and footers to our letter templates so we can merge them and print them straight from isams. I understand this isn't currently possible so please can you consider adding this functionality?

It would be good if fields entered on the enquiry form could be selected to alert on the User Notification emails

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.