Avatar

Matt Taylor

  • Total activity 187
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 1 user
  • Votes 70
  • Subscriptions 58

Activity overview

Latest activity by Matt Taylor
  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    Matt Taylor commented,

    Love this idea!Having the same offset options as with event start/end for registration date would be amazing. 

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    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...