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urlhttps://www.youtube.com/watch?v=1RHxdOmH3MU&feature=youtu.be

The 29th October release includes three major changes and improvements to your accessplanit system, along with some several smaller changes:

  • DataGrid Filter Updates
  • Workflow Email Action Update
  • eCampaign Subscription Management

Take a look through this page, or watch through the video to find out what is new in your accessplanit system

DataGrid Filter Updates

Your DataGrid Filters have had a complete renovation! The changes to filters include:

  • A 'favourites bar' for quick access to your favourite filters
  • Single click to apply / unapply a filter
  • Double click to edit a filter from the favourites bar
  • Create ad-hoc filters and preview these as you currently can
  • Selected filters are remembered when you come back to the DataGrid


Watch through the following video to have a look at the changes in action:

View file
nameFiltersPreviewWebinar.mp4
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Workflow Email Action Update - Send on Action Date Only

You now have access to a new setting within your workflow email actions which prevents emails sending after the action date.

For example say you have a course reminder set up for your delegates which sends 7 days before the course. With this option unticked every delegate will receive the reminder, those booked up to 7 days before the course will receive it on the Action Date 7 days before, those booked after that will receive the email when they are booked onto their course, but by ticking this new option you will stop any delegates that are booked onto the course after the 7 day point from receiving this reminder email.


eCampaign Subscription Management

You can now access a complete list of email address that have opted in and out to each of your eCampaign Types

You can also manage each email addresses subscription preference for the eCampaign Types and see when email addresses were opted in or out via the Audit Logs


Define Format of your Outlook Plugin Emails

Within our Outlook Plugin you can now choose whether you would like to send just plain text as it does now, plain text with line breaks, or the full HTML content of the email


Cleaner Tool in the Rich Text Editor

Our rich text editor now has a cleaner tool which will remove the hidden characters Microsoft Word adds into text that can ruin the appearance of your text when it is displayed online


Phone Number added to the Mini User Creation Form

We have added phone number into the mini user creation form, this form is most commonly used when creating new users in an Opportunity


Export File Name

From the Export option on your DataGrids you can now define the name of your export file within the form



If you would like any support with any of the new features or changes please get in touch with our Helpdesk Team.

If you have any ideas of how we can improve the product further, please log these on our Product Suggestions Portal.