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What's New: October 2024
Your October 2024 update includes a huge expansion of support for custom fields throughout your platform, time-saving data auditing features, and a brand-new Internet Calendar sync to connect your Outlook Calendar to Trainer and Venue calendars.
October 2024 Release:
- 1 Core Platform Updates
- 2 Resource & My Teaching Improvements
- 3 Tasks
- 4 Notes
- 5 Checkout Updates
- 6 Custom Fields
- 6.1 Record custom information against your Notes
- 6.2 Record custom information against your Tasks
- 6.3 Record custom information against your Meetings
- 6.4 Record custom information against your Files
- 6.5 Record custom information against your Products & Services
- 6.6 Record custom information against your Communications
- 6.7 Record custom information against your Price Schemes
- 6.8 Record custom information against your Discounts
- 6.9 💁🏼♀️ Record custom information against your Opportunity Items
- 6.10 Record custom information against your Fees
- 6.11 Create eLearning specific Course Template Custom Fields
- 7 Placeholder Improvements
- 8 Zynk - Integrations with Sage & Xero
- 9 Auditing changes in your platform
- 10 Shopping Basket Improvements
- 11 Bookings
Further links:
🤗 If you would like any support with this new feature please get in touch with our Customer Support Team
If you have any ideas of how we can improve the product further, please log these on our Product Portal
Finally, if you would like to be a part of our product development process, you can join our Product Loop Club! Read more about our Loop Club
Core Platform Updates
Platform navigation improvements
We’ve optimised your platform with a more compact collapsible menu, giving you extra room to work from. Plus, we have relocated a couple of menu options. They are still easily accessible but now out of your way, keeping everything you need within reach!
Keep everyone in sync with Time Zone visibility
Keep everyone aligned with improved time zone management! You can now set time zones per Course and view these time zones across your platform, making it easier to organise and display Courses across multiple regions.
Resource & My Teaching Improvements
📅 Sync your Outlook with a Trainer’s or Venue's Calendar
Stay on top of your training schedules with our new Internet Calendar subscription feature! You can now subscribe to Trainer or Venue calendars directly in Outlook or Google. This means you will always have the most up-to-date information about scheduled courses.
🧑🏫 Trainers can no longer view Course costs
We've strengthened the privacy of your Course details by removing cost information from your Trainer's "My Teaching" view.
📱Courses and Communications added as DataGrid context menu options
This release includes shortcuts to access your Resource’s list of Courses and Communications, straight from the DataGrid.
Tasks
Record Tasks against additional platform items
You can now create and manage Tasks across more areas of your platform, including Placeholders, Products & Services, Bookings, Trainer Confirmations, and Notes. These new options help you stay organised and ensure no important Tasks slip through the cracks!
New Tasks are automatically mapped to your Main Account
To speed up task creation, the 'Assigned To Account' will now automatically default to your Main Account, simplifying the process.
Upload Files against Tasks
You can now upload your Task-relevant files into your platform, making it easy to keep any important documents for your Tasks accessible in one place.
📄New page for adding and editing Tasks
You will now manage your Tasks using a full form rather than a pop-up window. This form includes a new management menu, providing easy access to your Task’s Notes, Files, and Audit Logs.
Add a Task to multiple items at once
You can now create Tasks for multiple items at once directly from your DataGrids!
Quickly view & manage your Overdue Tasks
Overdue Tasks will now be highlighted with a badge on the Tasks Notifications icon at the top of your platform.
Notes
Provide an overview of your Notes with the new Note Subject
Notes now include an optional Subject field for a quick summary, making it easier to preview content, search, and navigate through your Notes DataGrid.
Record Notes against additional platform items
You can now create and manage Notes across more areas of your platform, including Products & Services, Bookings, and Tasks. These new options help you keep yourself and your team updated.
Add a Note to multiple items at once
You can now create Notes for multiple items at once directly from your DataGrids!
Checkout Updates
Checkout: Limit the number of Discounts that can be applied to bookings
Apply Discount limits to your Checkout Baskets to effectively manage your discounts and avoid your customers discount stacking.
Checkout: Hide cost & payment options within your basket
You can now hide cost references in your Checkout Basket for free items. When all items are valued at zero, there will be no mention of payments or costs!
#️⃣ Checkout: Improved integration for Opportunity-originated bookings
When booking using an Opportunity booking link, the quantity from your Opportunity Items will now be automatically included into your Checkout basket as the item’s quantity, simplifying the process and reducing errors.
👥 Checkout: Placeholder Improvements
We’ve made Placeholder bookings clearer in the Checkout basket with new instructional text and an improved warning message.
♿ Checkout: Accessibility Improvements
This update contains several improvements to the accessibility of the Checkout basket, helping us move closer to full WCAG 2.1 compliance and making the process more inclusive for all users!
Custom Fields
Using Custom Fields, you can capture extra information to support your business processes.
You can decide what your Custom Fields are called, where they are located, and whether they should be a text box, a date selector, a drop-down box, or a number.
Custom Fields can then be included in your DataGrids, Workflows, reports, and Dashboards to make sure your information is accessible to your full team.
In this update, we have added support for you to create your own Custom Fields in 10 more areas of the platform!
Record custom information against your Notes
Record custom information against your Tasks
Record custom information against your Meetings
Record custom information against your Files
Record custom information against your Products & Services
Record custom information against your Communications
Record custom information against your Price Schemes
Record custom information against your Discounts
💁🏼♀️ Record custom information against your Opportunity Items
Record custom information against your Fees
Create eLearning specific Course Template Custom Fields
You can now add dedicated Custom Fields to your eLearning Course Templates!
Placeholder Improvements
Shortcut to the new Placeholder or Delegate following a transfer
A new shortcut in the transfer confirmation message lets you quickly access Delegate or Placeholder details on their new Course.
Placeholder Terminology updates
We’ve clarified Placeholder actions by renaming key options, improving the user experience and making it easier to understand how to assign Delegates for Admins and Managers.
Upload Files against Placeholders
You can now attach relevant files directly to your Placeholders.
Zynk - Integrations with Sage & Xero
👥 Manage your customers' Zynk IDs
There are four new DataGrids available in Administration to manage Sage & Xero IDs for integrations through Zynk.
📈 Xero Feed improvements
We have enhanced our Xero Integration through Zynk to include additional information.
Auditing changes in your platform
🙋♀️ View items that you created or last updated
We've add new ‘Created By’ and ‘Last Updated By’ columns to 16 of your platform DataGrids. These additional columns make it easier to track the items you've created or recently updated.
📅 View items that have been created or updated within a set time-frame
We've added new ‘Date Created’ and ‘Last Updated’ columns to 16 of your DataGrids. These additional columns make it easier to track the when items in your platform were created or last updated.
Monitor changes against additional platform items
We’ve introduced extensive new Audit Logs across the platform, giving you greater visibility and control over activity within your system. These logs track key actions and changes, helping you monitor everything from course updates to user management in real time.
Usability Audit Improvements
We’ve improved how Audit Logs display updates, now showing the new value first, followed by the original value, making it easier to read and understand changes at a glance.
Shopping Basket Improvements
SB3: eLearning Delegate rebooking warning
If a user tries to rebook an eLearning course they are already registered for through the Shopping Basket, a message appears to explains why rebooking isn’t possible.
Bookings
📄New page for viewing Bookings
You will now manage your Bookings using a full form rather than a pop-up window. This form includes a new management menu, providing easy access to your Booking’s Tasks, Notes, Workflow Errors, and Workflow Instances.
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