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Chantal Bailie

  • Total activity 35
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Activity overview

Latest activity by Chantal Bailie
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    Chantal Bailie created a post,

    Import Tool to update existing Contacts

    As an Administrator, I'd like to be able to use the Import Tool to update existing Contacts as currently this Tool only allows import for new Contacts.

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    Chantal Bailie created a post,

    Scores Template fields

    As an Administrator, I'd like to be able to edit existing fields within Scores Templates as currently I can only delete the existing field and replace it with the updated field.

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    Chantal Bailie created a post,

    Landing Form updates

    As an Administrator, I'd like to be able to do the following with Landing Forms and Marketing Activities: Edit an existing Landing Form. Delete an existing Landing Form. Unlink a Landing Form...

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    Chantal Bailie created a post,

    Global Editing/Updating

    As an Administrator, I'd like to be able to make global changes in Administrate so I don't need to do everything on an individual basis, in order to save time. We often need to do global changes, h...

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    Chantal Bailie created a post,

    Pull custom field onto certificate template

    Completed

    We have a field called "ID number" on our contact records. This is a unique number for each contact and is necessary on certificates issued in South Africa. We would like to pull this field through...

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    Chantal Bailie created a post,

    Wordpress plugin - do not generate invoices for free courses

    The plugin currently generates invoices for free courses. This causes a problem because 1. We have hundreds of unnecessary invoices on the system. 2. There are payment follow-up reminders generated...

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    Chantal Bailie created a post,

    Customise questions on student feedback forms to suit our business

    Completed

    It would be helpful to be able to customise the questions on the student feedback forms to suit our business. Many of the questions are not relevant to our students and there are questions that we ...

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    Chantal Bailie created a post,

    Error message if there is a problem when changing LMS user details in the LMS user screen

    Completed

    We have recently tried to change LMS user email addresses in the LMS user screen. When we tried to save the changes it gave us an error screen, but did not specify what the actual reason was that t...

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    Chantal Bailie created a post,

    Home page customisation: displaying opportunities on home page

    It would be a great help if we could view our opportunities from our home page.

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    Chantal Bailie created a post,

    Adding company logo to reports

      It would be great if we could add our logo to reports as some reports must go to clients.