Matt Taylor
- Total activity 187
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Activity overview
Latest activity by Matt Taylor-
Matt Taylor commented,
Hey Hisham, I note that it isn't possible to edit existing triggers to take advantage of the new functionality. I have duplicated a few to set a time on them, archiving the old one, but it'd be hel...
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Matt Taylor created a post,
Account Financial tab - filters
Currently the Sales and Purchase invoice section of the account screen allows you to view: Last 10 invoicesLast 20 invoicesAll transactionsWhere we have accounts with a lot of invoices, choosing 'l...
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Matt Taylor commented,
Hi Hisham Arnaout Rosie may have different scenarios in mind, but for me:We sell some events which are flexible and would want to send-out progress checkpoint emails. These events are currently set...
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Matt Taylor commented,
Love this idea!Having the same offset options as with event start/end for registration date would be amazing.
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Matt Taylor created a post,
Event > Linked Bookings
1) I would like the ability to create an Opportunity/Linked Booking for an event via the specific event screen---I picture a scenario where I'd click 'create booking' within an event, which would a...
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Matt Taylor created a post,
Contact Identity - new types and calendar integration
We currently make use of the 'administrator' role for several roles, including our exam invigilators. Exam Invigilators would benefit from scheduled events pulling into their outlook calendar, as i...
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Matt Taylor created a post,
User activity reports/actions requiring authorisation
This idea is based on the issue we have where we have new staff members who are still undergoing training, or potentially unproductive members of staff where we need to be able to verify their work...
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Matt Taylor created a post,
Trigger - permissions
Currently, non-super users cannot access the Triggers section of the control panel. This presents the following problems:* Either we have a bottle neck, where our limited number of Super Users (lim...
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Matt Taylor created a post,
Calendar integration - session # information
It's common for our instructors to share an event, eg a six session event, with the primary instructor teaching sessions 1, 2, 4, 5, 6. Due to circumstances, another instructor may be brought-in to...
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Matt Taylor created a post,
Suspend Obsolete Accounts
I would like a function to mark Accounts as 'suspended', which prevents further registrations/invoices.This functionality would be for the following situations:* Companies which are no-longer tradi...