Product Suggestions

Welcome to accessplanit's Product Suggestions Portal.

The development of your system is predominantly based on the suggestions that we receive, so (ideas big or small) please use this tool to shape the future of your system!

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Add in additional drop down for Delegate Status

Hi, would it be possible to add in a new drop down in the Delegate Status called 'Completed - No Charge'.  I have set up a Dashboard showing 'Outstanding Delegates still to be invoiced' for all our 7 sites.  The problem I now face is that some Delegates do not get charged and will never get invoiced due to various reasons.  I have tired various ways to exclude these off the report but with no luck.  We use the delegate status 'completed' once the delegate has successfully achieved the course and have quite a few workflows set up with this status as a trigger.  So my thoughts were to change the status of the non invoiced delegates to 'Complete - No charge', this way the workflows will still be effective and i could add in a filter to the dashboard to exclude the 'Complete - No charge' delegates.  I appreciate that this change will be on all your clients drop downs but I am sure some might find this useful.  I presume no testing would need to be done either as its just adding in a new drop down.  Thanks for your time, regards Wendy

  • Wendy Masterton
  • Dec 6 2018
  • Gathering Customer Interest
  • Attach files
  • Billy Gundry commented
    December 06, 2018 15:49

    I fully agree with Wendy, it would make sense to make the changes.

  • Jessica Chamberlain commented
    25 Mar 13:44

    A 'Cancelled - No Charge' would be helpful for us as well as the 'Completed - No Charge' as some delegates cancel the day before the course start date and still need to be charged whereas some cancel with enough notice so would be 'Cancelled - No Charge' :) 

  • Admin
    Jenna Culshaw commented
    01 Apr 11:51

    Hi all, 

    It is an interesting suggestion! I'll catch up with our developers about this and feedback to you soon


  • Guest commented
    01 Apr 12:03

    Hi Wendy i agree we have persons sat on the dashboard that will never disappear for the reasons you have given (no charge applied due to promotional discount) hence they do not go away 

  • Wendy Masterton commented
    01 Apr 12:26

    I agree with Jessica too that a Cancelled - No Charge would be good as well.  At least that way we can filter these out so that we know exactly what to invoice for.  Thanks Wendy 

  • Kathryn Wenczek commented
    03 Apr 14:12

    We have also had requests for different drop down status e.g. Authorised absent and Partial Attendance

  • Admin
    Jenna Culshaw commented
    05 Apr 10:26

    It sounds as though we'll never have a one-size-fits-all for delegate statuses! It feels to me that the best approach would be to allow the list to be customisable, what are your thoughts on this?


  • Wendy Masterton commented
    05 Apr 19:17

    Hi Jenna, maybe customisable is the way to go.  I think there might be some geneic ones that will fit alot of customers but appreciate its not easy to please everyone.  If you do go down the customisable option will we only see our own ones or other companies too? Wendy

  • Admin
    Jenna Culshaw commented
    08 Apr 08:45

    Hi Wendy & voters

    You would only see the statuses that relate to your system, it could end up being an endless list otherwise! I reviewed this suggestion with our development team at the end of last week and the bad news is that making 'delegate status' a customisable list (for example with custom list items) would impact a very (surprisingly) high % of the pages in your system! The good news is the team think there may be a different way that we could offer customisation here without that risk. Would the following solution work for you?

    Three additional delegate statuses, you would be able to choose what the labels for these are:

    Many thanks,

  • Donna-Marie Brown commented
    04 Sep 13:57

    Jenna, three additional delegate status' would work great for us, would solve a issue a couple of issues we are having.

  • Admin
    Jenna Culshaw commented
    16 Sep 08:57

    Hi Donna,

    Thank you, it might be a little while off but I'll keep you posted if this one progresses!