Matt Taylor
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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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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...
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Bulk cancel registrations - eg when learner leaves firm / bulk move registrations to new account
When one of our students leaves their firm, or is removed from programme for some reason, we have to cancel all of their upcoming event registrations manually. It would be useful if there was a qu...
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Student booking conflicts - similar flag to personnel conflicts
The recent updates to Instructor admin have been great - we can now easily see when an instructor has been assigned to two events on the same date/time. It would be great if there was a similar fu...
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User permissions - separate Finalise Invoice from Edit Invoice
Often when creating an invoice, we need to add Adhoc items to that invoice, so technically editing it after creation. However, we only want certain authorised personnel to be able to Finalise an in...
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Customising the Contact screen - hiding irrelevant sections/defaulting sections to be expanded rather than collapsed
Back in the day, there wasn't a 'date of birth' contact field, so we added one as a custom field. More recently, the 'passport' section has been added to the contact screen, which includes a date ...
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Event - warning/dialogue pop-up when clicking 'save and next' in final session
We frequently have issues where the resource or personnel is updated in the final session of an event, and the staff member performing the change clicks 'save and next'. Doing so creates a new fina...
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Communication Templates: Open templates in new tabs (restoring old functionality) and add ability to save search filters
AnsweredWhen I am setting filters on the main Communication Template page, I’d like to be able to save those filters and have the template open in a new tab. The reason for this is when you select a Templa...
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Removing Resources from an event with a single click, rather than one session at a time
We use the 'resources' event function to allocate rooms to our events. Due to changing numbers of delegates vs room capacities, it's common for events to need to move from one room to another room ...
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Adding Personnel to Events - suggestion based on the recent change
The new tool for adding personnel to an event automatically adds the individual to all sessions. We frequently have events where 50% is being taught by one instructor, with another picking-up the ...