Product Updates
The updated Accounts and Contacts pages announced in yesterday's release notes are now live.
What's new
- The top of each Account shows both its xID and its Account ID, and you can copy either one with a single click.
- Some Account tabs have new names that match the rest of Administrate. For example, Training Passes is now called Passes.
- The Contacts list inside an Account has a search box, so you can find a person without scrolling through every page.
- You can merge Accounts straight from the Account screen. Administrate suggests likely duplicates, and you choose which details to keep before the merge.
- Instructor Rates now sit on the CRM tab of the Contact or Account. Old links to the Instructor tab take you there automatically.
What's gone
- The Instructor tab on Contacts and Accounts.
- The Instructor Information panel.
- The old Qualifications table. Use Achievements on Personnel instead, which is what Administrate checks when matching people to a course's role requirements.
Also in this release
- When creating a Booking, the Contact and Billing Contact dropdowns now include Contacts from parent Accounts, prefilling an inherited Billing Contact.
Bug Fixes
- Fixed global search wasting result slots on Sessions in the Event results and ordering external ID matches incorrectly.
- Fixed Gift Voucher screens staying in a saving state indefinitely when an error occurred.
Documentation Updates
The following documentation pages have been updated: