product suggestions

Joining Instructions facility to send to Placeholders - as in the Legacy system 'one click wonder' icon as discussed with support.

As a course provider, we find 95% of clients book a course and do not always have the delegate names when doing so. Therefore we do not have a definitive (if any) email to send joining instructions/notifications to. Historically we would send these communications to the booker (placeholder) to keep them updated etc. This worked well in Legacy and now has been withdrawn in the newer system. Please can this be reinstated for ease of use. At present we can not email placeholders even via Workflows.

  • Nicola Sullivan
  • Jul 21 2017
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    Dave Evans commented
    August 11, 2017 10:08

    Hi Nicola,

    It is possible to email place holders via workflows.

    Re the one click wonder, we have removed the specific email JI option from the new system however it is possible to recreate this functionality yourself using a combination of email templates:

    https://confluence.accessplanit.com/display/HG/Email+Templates

    and the email option from a place holder grid. We decided to change this as customers were asking for more flexibility in the way standard JI's were created / looked.

    If you need any help with this our Helpdesk or you CSM will be happy to help.

    Many thanks,

    Dave

  • Nicola Sullivan commented
    August 11, 2017 10:26

    Thanks Dave, I believe there is the option to send a workflow email to Placeholders. I will be going over this with Louise on Monday to ensure I know how to do it.
    Thanks for the update.

    Kind Regards

    Nicola Sullivan
    UKHSE Administrator
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  • Dave Evans commented
    August 11, 2017 10:29

    No problem, thanks for adding the suggestion and feedback.

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