Matt Taylor
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Recent activity by Matt Taylor-
Reports - reducing clicks and being able to drag filter criteria around
I'm building increasingly complicated reports and I'd love to see the following improvements to reduce the number of clicks:* Being able to select several filter conditions/output columns from the ...
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Ability to set Course Template location-specific pricing and timings
Hey have centres all across the country. Each centre may run X course over 5 sessions, but while London's courses may run 9:30 - 16:15, the same course in Reading may run from 9:00 - 16:30 to accom...
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Easier deactivation of contact account when a student moves employer
We frequently have students move from one firm to another. The old functionality allowed us to simply move them to their new account, which deactivated their old account connection in the backgroun...
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Allocation of Instructors to Courses via the Instructor page, rather than each individual course template.
Allocating instructors to each individual course template is time consuming and counter intuitive. Without updating this, Scheduler cannot effectively do its job either. It would be far easier to b...
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Scheduler view
We like the Scheduler view for seeing all our instructors/resources/events as it's so much clearer than the calendar, but it remains a snapshot in time: If we later change the dates of or cancel an...
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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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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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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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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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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...