Dashboard charts and partner workflows

Version: 
6.10
A dashboard with charts for Course Dates, partners and suppliers can participate in workflows through secure web pages
Release Date: 
Tuesday, March 15, 2011
Item Audience Description Benefits

A dashboard is now available for Course Dates with charts showing information about enquiries, registrations, price sensitivity and margin.

  • Business manager
  • Course administrator
The dashboard has a time series chart showing activity by week, another time series chart showing prices by week, and a further chart showing total income, course costs, delegate costs and net margin

Information you can use to manage courses better

Extranet Process Step forms

  • Business manager
  • Configuration manager

This new feature is an alternative to the Autoworkfow feature.  It allows you to send emails to suppliers, partners and customers and have them enter their response on a secure web page.  Their responses can then trigger furhter Process Step activity.

Capture information directly from third parties, and use that information in automated emails