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Date of Birth visible when selecting Candidates

At present when selecting candidates through the Course booker/Basket wizard you are presented with a list of Company specific candidates, filtering can be achieved by Forename, Surname, Town and email.

In our situation, we have Client bookers with a list of potential candidates with only the name and date of birth known to them.

It would be useful to have a searchable field within this selection header that uses the candidates date of birth to confirm the correct candidate is being selected for the course, as some of our clients have numerous individuals with identical names.

  • Guest
  • Apr 27 2016
  • Shipped
  • Jan 31, 2017

    Admin Response

    It is now possible to add the DOB as a column in the delegate selector on the Shopping Basket. Please contact support if you would like this enabled.

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  • Admin
    Dave Evans commented
    November 17, 2016 09:22

    Hi,

    Are you approaching this from a customer perspective or from a from the back office / admin user processing a booking ?

    Thanks,

    Dave

  • Guest commented
    November 17, 2016 09:30

    Hi Dave,

     

    Both actually, there are certain courses that we as the providers book for our clients, so we add them through the booking process.

    We also have some clients that have training coordinators that use the system to book individuals onto scheduled courses, the issue with this is that some clients use third party companies to do this for them and other than a name and date of birth no other information is available.

    With some companies having a huge amount of employees with duplicate names it is very hard to find the right one to load on the course.