Enable the default mail options to be applied to new contacts when approving the admission portal forms
We have set up the default contact mail options in Student Manager to be Reports and Communication. This is so that our Finance team can tick billing when they set up the billing accounts. When a record is manually added in Admissions Manager, the...
At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.
Create one form to use across multiple sites instead of creating one for each site.
When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.
Electronic signature on forms in Admissions Portal
Our Admissions Team would like to have an electronic signature (similar to DocuSign) to be on the form which parents complete on the portal to accept their place at the school.
As a school we use forms all the time, however we cannot schedule them and parents complain that they missed out on opportunities because it was during their work hours (which is also our work hours) - scheduling forms would help this issue!!
would be very helpful to have a way to change the filters on the toolbar in the assets summary section to show ‘last checked’ or ‘last updated’? Currently these are the only filter options available. This would be very helpful when conducting asse...
Stripe as payment gateway option for UK based boarding schools
Add Stripe as a payment gateway option for UK based schools, especially for UK-based boarding schools so that this can be utilised in the Admissions Portal and Parent Portal. The lack of payment gateway options prevents us from using the Admission...
At the moment, users who are managing multiple separate sites have to use different usernames, but this means that notifications don't go to the actual email address because the one used to log in doesn't actually exist. Also makes it difficult to...
It would be really good to be able to export the users that are listed in IRIS Assets into a PDF or excel/csv to be able to check, monitor etc. Details would like to be seen: - Forename- Surname- Department- Email address
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