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Highlights |
General | Import manager
The new import manager is available.
In 4 steps you can easily import an Excel file with organisation, person or job role data:
- Upload a file and choose which table to import into
- Map the fields
- Validate the file
- Import the file
The wizard guides you smoothly through the various steps. Note that the file must meet a number of requirements, such as: the file must be xlsx and no larger than 10MB. In addition, some fields are mandatory, such as the person code and the organisation code.
For a detailed manual, see: STB CRM - The Import manager
| New |
STB Cursus | When entering a course employee, it is now possible to add the courses the employee can teach straight away. This can be found on the course employee card under the 'Courses' tab.
STB Leden | If a new membership line is created every year, it is useful to be able to set the start and end date of a membership line per year in the CRM Settings for the membership type.
| Improvements |
General | When processing a 'new profile' web transaction from the profile, the 'Send confirmation' button is now also available.
General | When an item is created from the person, all dialogs in which an organisation must be selected have been changed to a search dialog instead of a list with radio buttons.
General | When entering a postal code and house number that is not found, a message now appears stating that this combination cannot be found.
STB Cursus | The student contact person is now assigned based on the configured (main) contact person of the organisation when creating a training programme registration and the registrations under it.
STB Cursus | When searching for and selecting a training programme registration from a normal registration, the extra fields 'Programme name', programme start date and programme end date have been added.
STB Cursus | On the course employee card, it is now possible to change the organisation afterwards.
STB Leden | On the membership, the 'Credit' column can now also be added on the 'Membership lines' tab.
STB Goede Doelen | When linking the pledge from a bank transaction, the origin code is now also visible.
STB Goede Doelen | On the person, the origin code can now also be entered via type-ahead.
STB Goede Doelen | When creating a pledge of the type 'Via deed of donation', the payment is now set to 'Automatic' by default.
STB Goede Doelen | The mailing created from the proceeds option is now also linked as correspondence to the corresponding collection areas.
Document management | It is now possible to create a document directly under a membership.
Document management | When creating a dossier under a helpdesk ticket, the title is now included by default and the person is linked.
General | Various small improvements and bug fixes in the browser interface and the desktop interface