Ideas

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 ...

Please could all Census relevant fields be included in Export Wizard? For example, there is no way to check that the Census Staff Role is complete for all staff without checking them one by one.

If you can add a calendar API where we can extract events from iSams but also add events to the iSams calendar rather than having to import or export csv files manually.

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...

At the moment, all questions that are set up on an enquiry or registration form are visible to parents. We can set that certain questions are mandatory or optional, but we can't apply branching, that is, if you answer a particular way to one quest...

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

At the start of every year parents have numerous forms to complete in the parent portal. Many of our parents have commented that they are unsure which forms they have completed and which ones they still need to do. Would it be possible to include ...

Leave request: Period boxes for parents to tick would be very helpful and make the tool much more efficient.

Currently, the Contacts tab for a student has a copy button that only copies the contact's name and address. It would be really helpful if it also copied the email and phone number.

When a parent selects Child A, will the associated form name, yeargroup and tutor names be auto populate, so that the parent does not input here or cause mistakes while inputting these info. The reason being, the parents do not enter the correct d...