Matt Taylor

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...

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...

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...

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...

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 ...

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...

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 ...

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 ...

We frequently generate reports for contacts/delegates to facilitate email communication.  For instance, when a train strike means that our building will be closed on a specific date, we will run a ...

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...