Release date: October 16, 2024
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STB Course | Employees
In addition to locations and materials, there is now a separate place for all information about course employees. This includes all staff members associated with courses and groups, such as teachers, speakers, coordinators, etc. All the information listed below has been compiled here for optimal overview:
- Which trainings can the teacher provide
- What does the schedule look like? For which groups is the employee scheduled?
- The distances to the course locations can be recorded for later use when planning teachers
- The agreed purchasing rates for reimbursements
- Characteristics such as field of expertise and domain, which can be matched when selecting a teacher for training.
| New |
General | The automatic messages sent for notifications, forgotten passwords, and new user invitations can now be customized. In the CRM Settings under system, the texts can be adjusted in multiple languages.
STB Course | The cancellation policy has been expanded. With the new cancellation conditions, several options have been added to calculate costs upon cancellation:
- Is it a training program registration or a course registration
- Is it an in-company training or an open training
- Course category
- Unlimited number of rules for the period (days, weeks, months)
- A fixed amount, a percentage of the course costs, or the full amount
STB Members | The PE module is available in the browser interface. This allows for a PE cycle to be linked to a register, detailing how many PE points must be obtained for each specific subject. For individuals, it is possible to create PE activities, which are directly processed into the cycle, providing real-time insight into the number of points obtained.
The combination with the link to the WMS website completes the circle!
STB Charity | The integration with CM.com for generating QR codes and payment links can now utilize the updated platform of CM.com.
Templates Gallery | The following new templates are available in the templates gallery:
- Quote template jasper report
- Participant group list per planning line jasper report
- New account app confirmation email template
| Improvements |
General | A tooltip has been added to the description in todo lists, activities, and help desk tickets, so the full text appears when hovering over the field.
General | In the organization list, the column 'Invoice Organization' can now also be added and filtered.
General | In the web attributes list, exports can now also be saved.
STB Course | From a training program, new courses can be created directly. This saves several additional steps when setting up new training programs.
STB Charity | Improvements to the 'Import shipping history' option. For large amounts of correspondence from a mailing, this function is used to efficiently create correspondence records. Now the 'Subject' and source code of the mailing are also retained, and the steps in the wizard are better explained.
STB Charity | In the list of 'Roles', it is now also possible to select and filter the 'Quarter Name' column.
General | Various minor improvements and bug fixes in the browser and desktop interfaces