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SUBMIT IDEA

Agent Manager

Showing 10 of 2006

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 23 days ago in Agent Manager 0 Awaiting Review

Link multiple agents

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...
Guest 13 days ago in Agent Manager 0 Awaiting Review

Upload Document in Agent Manager

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 ...
Guest 6 months ago in Agent Manager 0 Awaiting Review

Click through to a pupil record from the pupils listed against an agency

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...
Guest over 1 year ago in Agent Manager 0 In Discovery

Remove Fax Number in Agent Manager and replace with website address

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.
Guest over 2 years ago in Agent Manager 0 In Discovery

Contact Details in Agent Manager Could be Linked to Pupils Contacts

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.
Guest almost 9 years ago in Agent Manager 0 In Discovery

Show the number of current, former and applicants for each agent

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.
Guest over 3 years ago in Agent Manager 0 Good Feature

Add field 'Job Title' to agent contacts

Add field 'Job Title' to agent contacts. Agent Manager > Select Agent > Add Contacts
Guest about 7 years ago in Agent Manager 0 In Discovery

Agent Manager being able to attach files

It would be very beneficial if in Agent Manager you were able to attach a document to an agent. For example you could attach contracts for a particular agent. Keeping everything in one place.Thanks.
Guest almost 9 years ago in Agent Manager 0 In Discovery

Branch Address & Main Branch Contact Info was seperate from individual contacts

You would then only need to enter the branch address and overall contact details once. Individual contact personnel names and contact details could then be inputted seperately. Currently you have to enter address details everytime you add an indiv...
Guest almost 8 years ago in Agent Manager 0 In Discovery