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SUBMIT IDEA

Agent Manager

Showing 6

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

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