Latest release includes bug fixes and feature updates below.
Data Selection Improvements
When choosing a data entry from a pop up window, the system will remember the selection you have made even if you navigate to the next page.
Delegate Preview Page
You can now view delegate attributes and additional requirements within the delegate preview page. This can be found either through the Smart Grids or through a Course Instance, then to the delegate page.
You can now view Course Templates related to an Opportunity from a Datagrid. To add this, simply manipulate the columns displayed at the top right of the Datagrid.
Additional Datagrid Fields Now Available
We have expanded the available columns on various datagrids within the system.
Course Date Booking: Total Value, Total Discount, Related Invoice IDs /References
Resources: Parent resource type ID / label
User Course Date: Trainer Names, Venue Name, Delegate User Job Roles, Delegate User Job Title
Courses: Course Administrator IDs / Names
Invoices: Related Transaction Types
Course Templates: Minimum Required Awards
Accounts: Billing Email Address
User: Billing Email Address
Delegates: Delegate User Phone Number
Resource Requirement: Course Template Label, Course Start Date, Course End Date, Course Status
Additional Updates To New System
Exchange integration settings for resources and accounts is now visible within the Administration area
Workflow enhancements - a number of fields and links have been added to the opportunity model and task model that will now allow each of these to be mapped to an individual
You are now able to bulk import sessional courses and define the minimum and maximum number of sessions in a course during this import.
To increase the efficiency of bulk emailing, the maximum number of emails you can send from a Datagrid in bulk is now 50.
Applying a string comparison filter rule on workflows is no longer case sensitive
The error in the legacy system happening in the My Teaching, Manage Candidates page has been fixed
My Resources within the portal does not error now with course linked objects