Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Current »

Our latest update will be applied to your live system w/c 25th November and features new items, and lots of little improvements and additions to your accessplanit system!

Please take a look through this page, or watch through our release notes video to find out what is new in your accessplanit system.

25th November Features

Google Analytics - Settings per Training Provider

Hooking up your accessplanit shopping basket to your Google Analytics account is a must for tracking your booking success rates from your website!

The Google Analytics module is no longer be limited to just one Google Analytics account per system, but one per Training Provider.

This means that multiple sites or franchises can each have their own configurations & analytics account hooked up concurrently

If you are already using Google Analytics, you'll now find your settings within the Shopping Basket Options page available in your Administration menu option:

If you do not yet have the Google Analytics module included within your system, you can read more about it here or arrange a call with your accessplanit CSM.

Products & Services - Updates

Our Products & Services module has had a few upgrades in this release!

  1. You can quickly lookup the purchases that are linked to each of your Delegates & Placeholders via a new Purchases tab

  2. We've included an Add button on the Purchases DataGrid so that you can manually record Product & Service Purchases outside of your shopping basket

  3. Your Product's Alias is visible on the Purchases DataGrid & Invoices

Invoices - Tax Rates per Item

Your invoices now have an extra bit of extra tax rate information, each invoice item on your invoices now displays the tax rate so your customers can easily see the tax % for the items that they have bought from you

User Awards - Booked column

Within your User Awards DataGrid you can now add in a new column called 'Booked'

This column finds out if that user is already booked onto a course that will give them that award, which is a quick and easy way for you to find out if your targeted, due for renewal, or expired user awards have already been organised!

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.

  • No labels