Vivien Glatzel
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Activity overview
Latest activity by Vivien Glatzel-
Vivien Glatzel commented,
Agree that we must have this feature - not not have it is bizarre. I can delete events from Outlook calendar, Google calendar etc but not Administrate. Regards, Paul
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Vivien Glatzel created a post,
In house/closed training - should be able to link to a partner
Not plannedIt does not seem possible to link such a course to a partner. It should be as partners may deliver public courses or those just for specific clients .
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Vivien Glatzel created a post,
Events - Delegates - who has paid, been invoiced etc
Not plannedPresently there are three status levels for delegates in an event with respect to payment, these are: 1) Registered - invoice not created, not paid (No colour) 2) Registered - invoice created, but ...
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Vivien Glatzel created a post,
Adding unnamed delegates
CompletedIt seems impossible to add unnamed delegates to an event unless they are added to an account rather than a contact. We should be able to add unnamed delegates to either an account or a contact as w...
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Vivien Glatzel created a post,
Communication Triggers - timing of sent emails
When pre-scheduled emails are sent via this system they go out overnight. This makes them look more like junk (99% of what I receive overnight is rubbish) and less personal. Allow us within the tri...
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Vivien Glatzel created a post,
Communication Triggers - Email templates
Not plannedAt present Email templates for attachment for Communication Triggers are only accessible through the trigger. Allow a direct access to these emails so that they can be created outside of the Trigge...
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Vivien Glatzel created a post,
Event emails - short code
CompletedThe short code allowed for event emails is too short to be useful - allow 4 - 6 characters please Regards, Paul
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Vivien Glatzel created a post,
Online events
We run various courses that are online. We will have hundreds of delegates booking onto and completing these courses during a year but need to always be aware of who is still doing these courses ve...
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Vivien Glatzel created a post,
Event control sheet - print out
Not plannedWe print out an event control sheet for each course so that an instructor knows who is attending , their contact numbers (in case they are late - office staff may not be available to look it up) a...
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Vivien Glatzel created a post,
Communication Triggers - copying from Event Emails
Not plannedWhen setting up the triggers it will be far quicker if: 1) The trigger can copy most/all of the email contents from a comparable Event email 2) The triggers can be cloned/copied as many courses/eve...