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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
🧑🏫 Trainers can no longer view Course costs
📱Courses and Communications added as DataGrid context menu options
Tasks
Record Tasks against additional platform items
New Tasks are automatically mapped to your Main Account
Upload Files against Tasks
📄New page for adding and editing Tasks
Add a Task to multiple items at once
Quickly view & manage your Overdue Tasks
Notes
Provide an overview of your Notes with the new Note Subject
Record Notes against additional platform items
Add a Note to multiple items at once
Checkout Updates
Checkout: Limit the number of Discounts that can be applied to bookings
Checkout: Hide cost & payment options within your basket
#️⃣ Checkout: Improved integration for Opportunity-originated bookings
👥 Checkout: Placeholder Improvements
♿ Checkout: Accessibility Improvements
Custom Fields
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
Placeholder Improvements
Shortcut to the new Placeholder or Delegate following a transfer
Placeholder Terminology updates
Upload Files against Placeholders
Zynk - Integrations with Sage & Xero
👥 Manage your customers' Zynk IDs
📈 Xero Feed improvements
Auditing changes in your platform
🙋♀️ View items that you created or last updated
📅 View items that have been created or updated within a set time-frame
Monitor changes against additional platform items
Usability Audit Improvements
Shopping Basket Improvements
SB3: eLearning Delegate rebooking warning
Bookings
📄New page for viewing Bookings
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