Matt Taylor
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Recent activity by Matt Taylor-
Communication Templates - changing the audience
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...
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Opportunity fields - various adjustments
Not plannedSummary 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...
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Various Scores Template and Learner Fields suggestions
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...
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Add learners in-bulk to Learning Paths, plus other LP suggestions
AnsweredPretty 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...
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Venues - various suggested improvements
It would be incredibly useful if you could filter/search by venue within the Events > Events screen (from the top of the homepage) or the calendar, to have easy visibility of where events are takin...
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Opening Communication Templates in new browser tabs
PlannedThis refers to an issue which was introduced when Communication Template functionality was beefed-up reasonably recently: this problem did not exist within the legacy framework.Occasionally I need ...
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Reports - advanced formula output options
ADM's reporting tool allows you to add a formula column using the advanced button at the bottom of the 'output' page, but currently the functionality is limited to basic math and numerical outputs....
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Import tool - creating/updating events - additional fields (including all custom fields)
AnsweredI setup thousands of events for each calendar year, and this process is incredibly manual as the import tool is lacking in crucial functionality.The import tool does not allow you to populate custo...
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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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Transfer Wizard: add functionality to search for course code
When I am using the transfer wizard I’d like to be able to search for Events by Course Code. The reason for this is we are currently unable to use it due to our naming convention on Events. Instead...