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Holness, Tom

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  • Communications Triggers - Private events should pull through location details

    Problem: We store fuill address information and directions in the "location description" section of pre-definited locations. When running a private event at a pre-defined locations communications t...

  • Email signatures on communications

    Problem: With the introduction of the GDPR we are having to append privacy notices/statements onto every email that is sent out from ADM. This causes two issues: 1) The possibility that an email ge...

  • Improvements to the bulk event import function

    There are a couple of things that we would like to be able to do using the bulk event import function which is not currently possible: 1) multiple instructors - at the moment you can only import on...

  • Expose "parent account" to reports

    Please can you add a relation (I think) into the reports system so that we can pull a report on Parent Accounts of the accounts/trainees that have come on courses. We work with a lot of organisatio...

  • Nested/dependent custom fields

    It would be useful if we can have custom fields which are nested or have dependencies - best explained with the example I've come across where I'd like this to be possible: For every trainee who co...

  • Bulk import of opportunities

    We would like to be able to import opportunities from CSV spreadsheets, similar to how accounts/contacts/events can be imported. The bulk of our business is working in schools and we aim to deliver...

  • More options when cancelling events

    Currently when we cancel an event, we get a pop up box asking us if we want to send notifications to instructors/students, and once the event is cancelled, all students are also set to cancelled. I...

  • Confirmation boxes when removing instructor from event

    At the moment, we have to confirm twice when removing an instructor from an event - the first dialogue box just to confirm that you want to remove the instructor, the second dialogue box with a tic...

  • Account and contact custom fields - be able to archive fields

    We've got a number of custom fields for contacts which we put in for a particular project which is now coming to an end and we won't need those fields anymore. I'd like to be able to remove them bu...

  • Pricing Levels - set universal or by company as well as region

    SImple request really - at the moment prices must be setup by region, we have quite a few regions but they will all charge the same prices for any given course and it would be quicker and easier if...