Matt Taylor

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...

When creating a new communication template, the audience is set as default to 'students'. I have been caught-out many times, where I intended to create a scheduled or personnel template, and have n...

Summary of product suggestions:* Renaming Opportunity fields (attributes)* Changing Opportunity field type of an existing attribute (eg changing a number to a string and retaining the data should b...

We rely heavily on the legacy 'scores templates' function to record (for instance) tutor feedback and mock exam scores. Each of our course types tends to have the same scores requirements, but when...

Pretty self-explanatory! We can add delegates in bulk to events using the report tool, but we cannot do this for learning paths.Learning paths could potentially save a lot of time when adding conta...