Add email field to Contacts search function in the admissions module.
In the admissions module under the contacts tab, its a surprise that users still can't simply search contacts using their email address, considering 99% of correspondence is email.
In the admissions module, when adding a new interested pupil and parent, we have only one parent contact, most likely Mum, it used to be (until very recently) that if we then edited the contact later to be ‘Parents’ instead of ‘Mother’ (as we rece...
Agent Manager only lets you link one Agent. We often have 2 Agents and currently have to pick just one to link, which then effects the usefulness of the stats. Also we have Educational Guardians, who can be from an Agency, that cannot then be mana...
Ability to report on ALL custom fields regardless of the module
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.
Guest
19 days ago
in Agent Manager
0
Awaiting Review
Stop allowing parents adding to schools list in Admissions Portal
On the registration form for new pupils most of the fields are either textboxes or drop down lists. The "Current School" field is a drop down list but also has an "Add School" button, allowing prospective parents to add a school to the list of sch...
Schools need to be able to add a UPN for an applicant at any time of the year, not just during term time (the terms are set up in School Manager and determine when a UPN can be added to an applicant record).
It is currently not possible to view UPNs in Admissions Manager. It would be preferable to be able to view (and edit) this filed from Admissions Manager rather than having to go to Pupil Manager.
Add the Parental Responsibility selection to Admissions Forms
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...
Allow fuzzy matching for potential duplicates detected in Admissions Portal
Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?
1
Awaiting Review
0
In Discovery
1
In Discovery
