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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 about 9 years ago in Agent Manager 0 In Discovery

The way date is input into fields

Rather than scrolling down three separate fields (Day/Month/Year) to input a date like in Date of Birth, please can we have it where you just type in the date. It's quicker and more convenient.
Guest over 1 year ago in Admissions Manager 0 In Discovery

Automatically assign year groups based on DoB and Entry Year

Automatically assign year groups based on DoB and Entry Year on a portal form.
Guest over 1 year ago in Admissions Manager 0 In Discovery

Visits - adding additional guests to visits

We are finding more and more that parents want to bring siblings and grandparents along to open mornings but there is no where on the applicant record that you can add these additional guests. The only way you can do this is via a note on the even...
Guest over 1 year ago in Admissions Manager 0 In Discovery

Admissions Portal Forms need to feed back Consents into the Data Protection Module when merging a form submission.

At the moment the consent registers which can be added on the Admissions Portal forms feed the data back into the Data Protection module only when we approve a new submission. However every year we send out forms to parents and pupils that are alr...
Guest over 3 years ago in Admissions Manager 0 In Discovery

Ability to Search by Deposit Date with Query Builder

Within Query Builder there is an entry for Deposit Date under the main list of pupil fields. However, this is a legacy field and does not contain the actual deposit information. Although there are a couple of fields listed under Fee Billing, Depos...
Guest over 1 year ago in Admissions Manager 0 In Discovery

Set document names for form uploads in Admissions Manager/Portal

We're using the admissions portal forms and we're having a slight issue with the documents uploaded by parents as the system is renaming anything that is uploaded with a hexadecimal string which is meaningless to us. Is there any way to either: a)...
Guest 11 months ago in Admissions Manager 0 In Discovery

Admissions Manager home screen should be listed in date of enquiry

Is it possible to view the Admissions Manager enquiries by date order rather than alphabetical. This way you can select applicants in this order to send follow up call to action
Guest almost 2 years ago in Admissions Manager 0 In Discovery

Control Fields in Export Wizard

The Export Wizard is available in many parts of iSAMS (Admissions Manager, Pupil Manager, Student Registers etc.). In the case of data available in the Medical Centre, we have security features that mean that staff can only export data they have a...
Guest almost 2 years ago in Admissions Manager 0 In Discovery

Mandatory fields linked to admissions status

It would be very useful to be able to configure which fields need to be completed on an applicant record in order to allow the admissions status to be updated. For example, our final status in the pipeline is "Offer Accepted" and at this point we ...
Guest almost 3 years ago in Admissions Manager 0 In Discovery