Release date: 06-10-2023
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Highlights |
STB Course | In-company batch invoicing
To gain better insight into the costs per in-company course group and to optimise the invoicing process, we have made significant improvements to the entire in-company assignments process. The main improvements include:
- Reduction of manual actions.
- Improved overview of invoiced groups.
- Ability to generate correspondence based on training groups and assignments.
The main changes include that you can now add groups directly from the quote and the assignment, and that these groups can be invoiced via a separate invoice batch, similar to the registrations. Read more..
Activating this function must be done by a Eudonet consultant. Please contact your account manager for this.
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STB Course | Extra value lists are available on the course and the group to indicate whether it concerns an exam and to apply more refined categorisation. Based on these, filters can be created, they can be used for the website and, in a future version, teachers can also be matched on, for example, 'field of expertise'. The fields below are now available on the 'Miscellaneous' tab of the course and the group:
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The value lists of the fields concerned can be configured in the section CRM settings -> Courses -> Value lists |
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STB Course | Within a course, the exam or final test is in some cases scheduled on one or more of the planned days. It is therefore now possible to indicate at schedule line level whether the day concerned is an exam moment and which type of exam. This helps to retrieve all exam results in reports.
STB Course | To also store the test results there, it is now also possible to record 'Passed' and the 'exam result' at registration programme line level for the exam moment concerned.
STB Course | In the CRM settings, under Courses, an extra widget is visible with the settings of the (commercial) module settings*. This provides insight into which capabilities of Stb Course are used and which are not.
Activating a new module can be done by a Eudonet consultant. Please contact your account manager for this.
STB Charities| The date of an “Expectation registration” version on a legacy dossier can now be adjusted and is no longer locked when creating a new version.
| Improvements |
General | The date of an “Expectation registration” version on a legacy dossier can now be adjusted and is no longer locked when creating a new version.
General | It is now also possible to export debtors individually via the action menu. This can be used to bring the debtor data in the accounting administration up to date.
General | When matching a person in the staging area, it is sometimes useful to deviate from the standard fields and select other matching fields. These adjusted settings are now also retained for matching subsequent persons.
General | It is now also possible to create advanced filters on the SSO providers linked to a web account.
General | Selecting a mailing group and its associated items has been sped up. In certain situations, when there were many linked items, this could lead to delays when selecting.
General | When navigating between the CRM settings and back to the application, it could happen that an empty screen was shown and no further navigation was possible. (Resolved).
General | Various small improvements and bug fixes in the browser interface and the desktop interface
STB Course | On the course, it is now also possible to browse through the lines of the basic programme when it is open.
STB Charities | In the grant allocation module, it is now possible, just like in the desktop version, to add extra tabs with custom fields for assessment data submitted via a web form.
Document management | It is now possible to search on tags linked to dossiers and documents.