Matt Taylor

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...

You can create a bulk reservation using Opportunities, but when converting it to 'won' state, you cannot then select the individual learners. It created an unnamed delegate booking which you can th...

Having to remember to set a 'comms contact'/cc email address to be on a specific delegate's event triggers means that sometimes it gets missed. It would be great if this could be set once, at the c...

We have recently started using the Quotation feature in conjunction with Opportunities, to send out a request for payment. There is currently no way to customise the look of the pdf: branding optio...

The PCD screen has a few flaws which I hope can be easily fixed. It isn't clear why the list is sorted the way it is: Each page can be sorted alphabetically in turn, but you cannot sort the entire ...

The magnifying glass search function does not currently look at all contact fields. It would be useful if custom contact fields can have added, or if there is an option for centres to choose what f...

To tidy-up data, it would be useful to be able to add an existing registration/invoice to a Sales Opportunity which was created separately. We occasionally have manual registrations created in erro...