Matt Taylor
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Recent activity by Matt Taylor-
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...
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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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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
PlannedOften 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...