Ideas

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

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...

The teacher who created the concern to receive an email receipt. The email message would be able to be modified by us.

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

I had made a massive error recently and accidentally bulk assigned visibility of a range of safeguarding records to the incorrect user group. Thankfully the user group assigned was a very small group that work closely with the safeguarding team an...

There is currently no way an end user can edit the default Wellbeing emails. Ideally, the template should be available with the rest in Control Panel Home -> Applications & Services -> E-Mail Manager -> Manage E-Mail Templates At th...

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

It would be really helpful if the NATURE box under the category of SAFEGUARDING in 'create a concern' in wellbeing manager had a drop down menu - so that staff cannot input whatever they like...and therefore my reports to analyse the nature of con...

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...