Ideas

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.

To be able to see an audit log of which user has deleted things out of modules. E.g. Which user deleted the event / visit in Admissions Module.

Current school and previous school are not searchable data fields in Query Builder. It would be useful to be able to search using these fields (for example when tidying up duplicate schools, or finding a group of students).

Withdrawal notes field can be added to leaver tab, under former on pupil manager. So that when we search the formal students we can view the withdrawal notes.

We would look to anonymise admissions data for pupils who chose not to join us some time ago, so that we can retain the generic statistical information for future analysis whilst being GDPR compliant.

Currently the dashboards and reports in the admissions modules show a lot of historical data, dating back years so that we can do trend and conversion analyses. However, these stats don't include any reference from records that have been deleted (...

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

It would be useful if the audit trail started with the date that a prospective student record was added to the system, currently the first record in the audit is whenever a field is updated, not when the record was created.

Please consider adding an additional search option for 'Offer Type' in the Custom Search tab of the Admissions module, probably under Miscellaneous Search Options. At the moment we have to use Query Builder every time, but it would be far more hel...

It would be really helpful to be able to load multiple documents at one time.