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Allow fuzzy matching for potential duplicates detected in Admissions Portal

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?
Guest 6 months ago in Admissions Manager 1 In Discovery

Parent Account Disabled

Hello, A lot of our parents have asked if their Parent Portal account is disabled, to have a feature to allow them to re-activate their account so it doesn't become a burden on the schools IS leads.
Guest 12 months ago in Parent Portal 0 In Discovery

Include Associate Teachers when using Contact Pupil Teachers Wizard

Using the contact pupil's teachers wizard via the wizard bar will only contact primary teachers of a set. It would be useful to include a checkbox OR by default include marked associated teachers of teaching sets as important emails are being miss...
Guest 6 months ago in Student Manager 0 In Discovery

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
Guest 4 months ago in iFinance 1 In Discovery

Ability to remove or hide built-in fields which are not used

There are some fields within the system that are either not relevant to our setting (e.g. Boarding House) or that we do not use (e.g. School Age) that we would like to be able to hide/remove from the user interface to make the system easier to use...
Guest about 2 years ago in Student Manager 1 In Discovery

academic reports into "Docs and files" - auto save

Uploading every academic report for a pupil to 'pupil manager; is a tiresome task. PDF reports generated using 'Report printing' should be linked to 'Docs and files' of 'Pupil Manager. iSAMS has the unique ID for pupils and it can be used to ident...
Guest about 6 years ago in Student Manager 4 In Discovery

Workflow units are only day/week/ month - make it possible to create a concern based on recurrence over ANY time frame

At present, there will only be a concern raised if it is 3 instances in a day/week/month - it would make it much more useful if it were 'year' also, because unless it happens within the day/week/month, it won't be a record and that means the conce...
Guest over 1 year ago in Wellbeing Manager 6 In Discovery

Address column on export wizard

When creating a physical address report on Export Wizard it duplicates the learner's information across 2 to 3 lines making it hard to get accurate data. This needs to be populated on one column with addresses on the same line as the forenames and...
Guest 8 months ago in Student Manager 0 In Discovery

Email Staff of a Cover Stand Down

Changes can come in last minute, post publication. Should a cover be deleted then it would be really useful to have the covering teacher emailed about it.
Guest about 1 year ago in Cover Manager 0 In Discovery

Lesson Room Swap

We frequently need to switch one-off lessons between classrooms but this cannot be achieved through cover as the room needs to be closed to move the lesson out and the venue is then not available to receive the swapped lesson. It would be benefici...
Guest about 1 year ago in Cover Manager 1 In Discovery