
Helen Gallon
- Total activity 53
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Activity overview
Latest activity by Helen Gallon-
Helen Gallon commented,
Thanks for reminders on this, Sophie and Lindsey! I trip over this issue every day working in the Sales Opportunities tasks. Really miss this functionality very badly....
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Helen Gallon created a post,
Link to Event from Sales Opportunity Interest
As a User, I’m finding increasingly often that I’d like to be able to link through from an Opp to the event screen of the event they’re interested in. For example to see progress of bookings and wh...
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Helen Gallon commented,
Still hoping for this wish to be granted...
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Helen Gallon commented,
The old calendar in the system did have colour coding, to separate the public/private events for example. We would love the new calendar to have much better visibility and I'm really interested t...
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Helen Gallon commented,
We have used the specific money off promo code a couple of times, but usually with problems. For example, if the code offers £100 off, but the client books two places, they only get one lot of £10...
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Helen Gallon commented,
Completely agree, Sophie. The task system in the contacts/accounts has this, so why not in the new areas of the system?
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Helen Gallon commented,
Agreed, Mike. The old Administrate events system did issue such emails and it's something we do miss, having to send a manual notification for things such as event creation, event cancellation and...
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Helen Gallon commented,
We also have a need for a cc function in the Triggers. We send a short questionnaire to attendees, asking about their background and experience of topic, about their most/least important topics i...
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Helen Gallon commented,
Would definitely support this. The old communications system would add an entry to the History like "joining instructions sent". Would be great if the new system did that also.
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Helen Gallon created a post,
Student Registration Date on Event screen
As an Administrator, I'd like to be able to see the Student Registration Date on the Event under the Student tab. In the New Event System, on an Event under the Student tab and under the Financial ...