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View Course Name and Delegates in Account Maintenance - Booking Section

Is it possible to add Course Template Name and Delegate Name to the Booking Section Datagrid in Account Maintenance.  We often have to refer to this section to see booking information.  At the moment we have to right click and view the row to see what the actual booking was. It would make things so much easier to be able to add these into a column for easier viewing.  Thanks very much Wendy 

  • Wendy Masterton
  • Jan 8 2019
  • Gathering Customer Interest
  • Attach files
  • Naomi Tamplin commented
    08 Jan 10:13

    This would be extremely useful, and if the dates of the course could be added to the data grid too I would find this useful; if anyone else agrees please advise.

  • Lisa Morris commented
    08 Jan 11:36

    I would find this most helpful.  When we have a company that does multiple training dates with us across the business, it would be much easier to have an "at a glace" column with this information in it along with the course dates.  Thank you for suggesting it for us!

  • Kelly Allsebrook commented
    09 Jan 12:05

    This one has been bugging me since the beginning, so is a must as far as I'm concerned please.

  • Admin
    Jenna Culshaw commented
    09 Jan 16:34

    Hi all, 

    This is something that we have considered in the past but previously held off completing as this summary of the booking could potentially be huge and make the DataGrid very difficult to view and manage when included. 

    We'll revisit this though and I'll let you know when we have some feedback!

    Thanks,
    Jenna

  • Wendy Masterton commented
    09 Jan 17:12

    Thanks for the update Jenna.  We appreciate the summary can be quite lengthy so that is why we have just focused on course name, delegate name and course date.  I think these are visable in most datagrids apart from this one.  I appreciate you looking into this for us.  Regards Wendy

  • Admin
    Jenna Culshaw commented
    10 Jan 14:18

    Hi Wendy, 

    The key difference with Bookings compared to other DataGrids is that they will reference multiple courses and delegates. An example of a recent (fairly limited) booking from your live system (with names changed!) is:

    Confined Spaces (21/08/2019 09:00 - 23/08/2019 16:00)
    Test User 
    Con Space - Day 1 (21/08/2019 09:00 - 16:00)
    Test User 
    Con Space - Day 2 (22/08/2019 09:00 - 17:00)
    Test User 
    Con Space - Day 3 (23/08/2019 09:00 - 16:00)
    Test User
    Certification (30/08/2019 09:00 - 16:00)
    Test User 

    I suppose I just want to prepare you for a very large field if this development is completed!

  • Wendy Masterton commented
    10 Jan 14:36

    Hi Jenna, Day 1, Day 2, Day 3 and Certification are our subsessions.  All delegate information is stored in our Head Session so is there a way that only that course template name be pulled through as that is the only place the booking is done or can we put a filter on to exclude these.  Thanks Wendy