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The latest release includes th= e bug fixes and feature updates below.
Compose an Email Template using free text
Now create an Email Template without having to use pre-existing Text Tem= plates. This provides complete flexibility and saves tons of time when comp= osing your Email Template.
Use the Free Text option to write free text directly in= to the Email Template using the Rich Text Editor.
Click here to view the Email Template= s help guide article.
Test Workflow emails in multiple email clients
When previewing an email Workflow action, send a test email to email add= resses of your choice. This provides you with the opportunity to test how a= n email will look in multiple email clients before sending.
The Preview Object field determines the infor= mation that will be displayed in the test email.
This functionality will still work if your system emails are turned off,= including in Test and Sandbox sites, as the testing feature bypasses the e= mail on/off rules.
Now preview email attachments
An enhancement to Workflows allows you to preview email attachments popu= lated using the Preview Object field. This means you have = complete control of your entire Workflow communication prior to sending it = out.
Further enhancements to Workflows
You can now:
Click here to view the Workflow help = guide article.
Changes to Sandbox & Test system email
We have enhanced your Sandbox & Test systems to allow you to send so= me additional emails out. You can now reset passwords on Test and Sandbox e= nvironments and also use the =E2=80=98Send Sample=E2=80=99 option avai= lable in Workflows. Click here for furth= er information.
Easy overview when setting up sessional courses = p>
When adding a new course, you can now see at a glance whether the select= ed course type is sessional.
Click here to view the Course Managem= ent help guide article
Easily see course type in session plans
When viewing a session plan Datagrid, you can easily see the type o= f course that the session item belongs to such as Class, Elearning or Knowl= edge Documents.
Define user roles using the Importer
User roles can now be imported allowing 'permissions' to be assigned to = users in bulk. These additional columns can now be imported:
Please note:
Include Shipping Address within data imports
The Importer has been enhanced to allow shipping addresses to be include= d in an account/user import.
Introducing Trainer Confirmations Smart Grid
An additional Smart Grid has been added to your system showing all train= er confirmation requests and the status. This means that courses no longer = need to be reviewed individually to see the trainer's confirmation status.<= /p>
The Datagrid includes the following filterable and sortable columns:&nbs= p;
These columns can be accessed via the above Smart Grid or via the traine= r confirmations grid at a Course Date level.
Easily view venues with the Class Delegates Smart Grid<= /p>
Venue label has been added to the Smart Grid for class delegates so that= this information is now available at a glance.
Click here for the Smart Grid help gu= ide article.
Preview a Text Template before it is sent
When defining the content of a Text Template, hit Preview= strong> to see how it will appear to the recipient before it is sent.&= nbsp;
Click here to view the Text Template = help guide article
Email a User's Direct Manager
A Direct Manager email address option is now available. This ensures tha= t the Direct Manager can be used as an email recipient rather than the comp= any manager.
The field must be available for selection as an email target from the de= legates Datagrid's Email function, as well as for a UserCourseDateMode= l related Workflow action.