Agent Manager

It is essential that schools are able to create reports incorporating Custom Fields within the Agent Manager. The enhanced AQF requirements introduced by UKVI have increased expectations around agent oversight, monitoring and record keeping for in...

The Applicants, Pupils & Alumni view shows lists of names of current pupils, applicants and former students that are associated with the selected agent. For Current pupils, their current year group and form group are shown in columns are the r...

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...

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.

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 ...

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...

Would it be possible for inactive agents to become active when there are current and applicants attached to them?

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.

We don't know of any agency that uses a fax number anymore so it would be useful to remove this field from contacts in Agent Manager and replace it with website address.

It would be great if there was something like the table in other schools where you can see the number of each status next to each school or something similar to ' Feeder Schools conversion' in the Admissions module.