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Software Enhancements

Here you can view all of the updates made to our software.

View all updates
Jobs CRM
Cases
Training
Broker-Lender
Debt Management
Collections
Alternative Investment
Business
Smartphone
October 2019
Date:
Product:
Module:
Update details:
31/10/2019
Training
Training Courses
Reference and Purchase Order

Booking Reference and Purchase order added as new fields

31/10/2019
Training
Training Courses
Open Courses

Ability to disable the above fields on open courses

31/10/2019
Training
Training Courses
Modules

Ability to Include modules against a Delegate when reassigning them to a different course

31/10/2019
Training
Training Courses
Delegates

When adding Delegates to a Course the ability to check if the Delegate has completed the Courses required to attend the Course

31/10/2019
Training
Training Courses
Delegates

Once the Check has been carried out the Delegate would be added to the Course with a different status if he had not completed the Course required

31/10/2019
Training
Training Courses
Unknown Delegate

When updating an ‘Unknown Delegate’ to a Delegate already on the system, the fields DOB, NI number & Payroll Reference has been added to the WoW that appears

31/10/2019
Training
Training Courses
Payroll

When adding a new Delegate to the system the Payroll Reference field has been added to the WoW

31/10/2019
Training
Training Courses
Customers Details

Ability to make the Customers notes visible on a closed Course

31/10/2019
Training
Training Courses
Training Course Grid

On Training Course Grid, hover over Course Date to display full Start Date/Time and End Date/Time

31/10/2019
Training
Training Courses
Unknown Delegate

‘Unknown Delegate’ tick box now available when adding new Delegate via Training Course

31/10/2019
Training
Training Courses
Transferring

When transferring a Delegate from one Course to another, only presented with Courses for that Customer or Open Courses

31/10/2019
Training
Training Courses
Course Description

Course Description length increase on Training Course Grid

31/10/2019
Training
Training Courses
Custom Fields

Ability to set pre-defined answers against Custom Fields

31/10/2019
Training
Training Courses
Venue Clash

Option to keep existing Course dates if Venue Clash reported

31/10/2019
Training
Learner-Delegates
Learner-Delegates

Ability to exclude Delegates from the ‘Course Level Check’

31/10/2019
Training
Triggers
Learner-Delegates

Ability to send an email or SMS based on a Delegate not completing the required Courses

31/10/2019
Training
Triggers
Customers

Ability to send a based on a Customers status or status change

31/10/2019
Training
Triggers
Course

New rule to be able to send a Trigger based on the number of days since the Course was created

31/10/2019
Training
Triggers
Trainer

New Trigger to send when a Trainer is added to a Course

31/10/2019
Training
Triggers
TC Multi-Contact

Ability to send Trigger to TC Multi-Contact

31/10/2019
Training
Triggers
Financial

Ability to send Trigger to Customer Financial Multi-Contact

31/10/2019
Training
Triggers
Qualification

Automatically assign Delegates to future training Courses based on Qualification Expiry

31/10/2019
Training
Triggers
Training Plan

Automatically assign Delegates to future training Courses based on Training Plan

31/10/2019
Training
Diary
Holidays/Sickness

Add Sickness, Holidays and Unavailable Dates directly into Trainer Diary

31/10/2019
Training
Diary
Holidays/Sickness

Option to display Sickness, Holidays and Unavailable Dates in all Diary Views regardless if Trainer is allocated against a Course

31/10/2019
Training
Diary
Trainer by Course Status

New Views displaying Course by Trainer by Course Status

31/10/2019
Training
Diary
Monthly View

Monthly View now displays up to 10 Courses per day

31/10/2019
Training
Customers
Other Address

Other Address tab, the address fields have been expanded to store more information

31/10/2019
Training
Customers
Customer Record

Ability to be able to update the created date on a Customer record once their status changes from Prospect to Customer

31/10/2019
Training
Sales Enquiries
Sales Enquiries

New Booking Reference field added which will carry through to a Sales Order >> Training Course >> Invoice

31/10/2019
Training
Sales Enquiries
Purchase Order

New Purchase Order field added which will carry through to a Sales Order >> Training Course >> Invoice

31/10/2019
Training
Sales Enquiries
Closed Courses

Closed Courses for other Customers not displayed when linking Enquiry to a Course

31/10/2019
Training
Invoicing
Closed Courses

Ability to Invoice multiple Training Courses by Booking Reference

31/10/2019
Training
Invoicing
Multiple Courses

When invoicing multiple Courses, the Nominal Code assigned against each Training Course is now brought through and allocated against the relevant Product Line on the Invoice

31/10/2019
Training
Products
Calculations

Ability to assign Miscellaneous costs and add calculations (per delegate or per delegate per day) which would total the values when carried through to a Training Course

31/10/2019
Training
Products
Trainer

Ability to assign a Trainer and add a cost per day or per course specific to the Product

31/10/2019
Training
Products
Trainer

Set Product groups based on different levels – example Beginner, Intermediate & Advanced

31/10/2019
Training
Products
Trainer

Ability to set which Trainer can carry out the Course

31/10/2019
Training
Electronic Signature
Trainer

Can now be added to Documents sent from Training Course

31/10/2019
Training
Emails
Link Incoming Emails

Link incoming emails to Sales Enquiries

31/10/2019
Training
Smartphone App
Attendance

Ability for Trainer to update Attendance

31/10/2019
Training
Smartphone App
Delegate

Ability for Trainer to update Delegate Course Status (limit Status’s available to Trainer)

31/10/2019
Training
Smartphone App
Delegate

Ability for Trainer to update Delegate Name

31/10/2019
Training
Emarketing
Opt-out

Once an email address is selected as Opt-out on BrightOffice, it will update every record within BrightOffice with the same email address and Opt out that record

31/10/2019
Training
Dashboards
New Dashboards

A newly created module which gives you live reporting

31/10/2019
Training
Support
Support

Tawk icon which gives all users access to join a live chat with a member of our Support team

31/10/2019
Training
API/XML
Course Status

Course Status updated via XML

31/10/2019
Training
API/XML
Multi-Contact

Multi-Contact to be assigned to Course and created on Customer record if it doesn’t exist

31/10/2019
Training
API/XML
Delegates

Transferring of Delegates now included in API

June 2019
Date:
Product:
Module:
Update details:
27/07/2019
Training
Training Courses
Icon on Qualification

Icon on Qualification to show Pass / Fail against Delegate

27/07/2019
Training
Training Courses
Attendance Tab

Attendance Tab Enhanced to allow Notes to be added

27/07/2019
Training
Training Courses
Individual Product Price

Allow "Individual Product Price" to influence a "Fixed Cost" Course

27/07/2019
Training
Training Courses
Training Course Grid

Filter on Training Course Grid by Course Venue

27/07/2019
Training
Training Courses
Confirmation Status

Delegate Confirmation Status – option to exclude Status from Invoice Check

27/07/2019
Training
Training Courses
Accreditation

Training Course Search by Accreditation Organisation

27/07/2019
Training
Training Courses
Course Questionnaires

Ability to send out pre and post course questionnaires to Delegates

27/07/2019
Training
Training Courses
Multi Contacts

Ability to add Multi Contacts to a Training Course

27/07/2019
Training
Training Courses
Course Status

Option to automatically update the Course Status once the Course Start Date has passed (for In Progress Courses)

27/07/2019
Training
Training Courses
Trainers

Ability to select Trainers against Products, only the selected Trainers would then be available to be selected on a Training Course using that Product

27/07/2019
Training
Training Courses
Delegate Course Status

Option to automatically update Delegate Course Status once the Course Status is updated to Completed

27/07/2019
Training
Training Courses
Delegate

If a Delegate fails a Course, option to automatically add the Delegate to next available course

27/07/2019
Training
Training Courses
Product Price

Ability to set Product Price based on Course Location

27/07/2019
Training
Training Plan
Training Plan

Training Plan will automatically be updated if a Delegate is added to a future course

27/07/2019
Training
Training Plan
Training Plan

Additional Information now displayed against Training Plan: Course Start Date, Venue, Course Status, Delegates Course Status

27/07/2019
Training
Training Plan
Training Plan

Based on the Delegates Training Plan, option to automatically add Delegate onto next available Course for the relevant Product taking into account Course location (Trigger can be setup to notify relevant people).

27/07/2019
Training
Training Plan
Training Plan

Option to automatically add Delegate onto next available course X number of days before their Qualification expires (Trigger can be setup to notify relevant people).

27/07/2019
Training
Learner-Delegates
Search by Learner-Delegate

Ability to Search by Learner-Delegate Created Date

27/07/2019
Training
Learner-Delegates
Delegate NI Number

Delegate NI number, Date of Birth and Email address now visible on a Delegate Ajax Search on the Delegate Database and the Delegate search on a Training Course

27/07/2019
Training
Learner-Delegates
Learner Delegate Photo

Ability to add a photo against a Learner Delegate and map image on Documents

27/07/2019
Training
Qualifications Hub
Accreditation

Allow filter on Data Grid of Accreditation Organisation

27/07/2019
Training
Triggers
Invoice Trigger

Ability to send a Trigger when an Invoice is overdue, based on the invoice terms with the capability of Customer making payment

27/07/2019
Training
Triggers
Multi Contacts Trigger

Ability to send a Trigger to the Multi Contacts on a Training Course

27/07/2019
Training
Triggers
Course Trigger

Allow a Trigger to be sent to a Customer x amount of days before a Training Course starts based on a Delegates status

27/07/2019
Training
Triggers
Delegates Trigger

Ability to send a Trigger to a Delegates work email address

27/07/2019
Training
Triggers
Owner Trigger

Ability to send a Trigger to the Owner assigned against a Delegates

27/07/2019
Training
Triggers
Delegates Trigger

Ability to send a Trigger to the Delegates on a Training Course to complete an online survey relating to the course (pre and post course survey)

27/07/2019
Training
Triggers
Customer Trigger

Ability to send Trigger to new email address field against Customer

27/07/2019
Training
Triggers
Status Trigger

Ability to send Trigger every X number of days where the Delegate Status equals a specified ‘Status’

27/07/2019
Training
Course Surveys
Course Surveys

Ability to create online Course Surveys

27/07/2019
Training
Course Surveys
Course Surveys

Survey answers automatically passed back into BrightOffice

27/07/2019
Training
Course Surveys
Course Surveys

Survey Hub allows you to see completed Surveys

27/07/2019
Training
Diary
Diary View

New weekly Diary View for Venue & Rooms

27/07/2019
Training
Customers
Additional Email

Additional email field now available against a Customer record

27/07/2019
Training
Sales Enquiries
Sales Enquiries

Ability to add Delegates against a Sales Enquiry (Delegate(s) carried through to Sales Order/Training Course)

27/07/2019
Training
Products
Store and View

Store and View Documents against Products

27/07/2019
Training
Smartphone App
Delegate Course Status

Ability for Trainer to update Delegate Course Status

27/07/2019
Training
Emarketing
Manage Preferences

Allow email recipient to "Manage Preferences" and "Opt-in" or "Opt-out" plus update their Telephone, Mobile and Email address details

27/07/2019
Training
Emarketing
Correspondence

Campaign to be logged on ‘Correspondence’ tab within Customer record

27/07/2019
Training
Power BI Module
Power BI Module

Ability allowing user to connect to the dataset using Microsoft Power Bi, enabling them to build their own custom reports & dashboards

January 2019
Date:
Product:
Module:
Update details:
14/01/2018
Training
Trainers
Read Only Access

Trainers can now login and access their own diaries 'read only'.

14/01/2018
Training
Trainers
Trainer Allocation

Ability to assign a Trainer against a Product. This results in only these Trainers being displayed to run any particular type of course.

14/01/2018
Training
Diary
Block Colour

Ability to apply 'full block colour' against a Trainer.

14/01/2018
Training
Diary
Course Details

Full Venue Address, Phone Number & Primary Contact added to 'hover over'.

14/01/2018
Training
Surveys
Course Details

Ability to set up automatic emails to send out out Pre and Post Course Surveys, with answers automatically feeding back to BrightOffice.

14/01/2018
Training
Trigger
Overdue Invoice

Automatic email sent out if the Invoice becomes overdue.

14/01/2018
Training
Trigger
Delegate Status

Automatic email can be sent based on Delegate Course Status Change e.g. Confirmation email, Cancellation Notification, Certificate.

14/01/2018
Training
Trigger
Trigger Copy

Ability to copy an existing Trigger.

14/01/2018
Training
Training Course
Multi Contacts

Assign Multi Contact against Training Course

14/01/2018
Training
Training Course
Reporting

Tick option against indiviudal delegates on TC for reports.

14/01/2018
Training
Training Course
Learner-Delegate Emails

Ability to email Learner-Delegates from within Training Course record.

14/01/2018
Training
Learner-Delegates
Training Plans

Training Plans against Delegates now displays completed and upcomining Courses with link to the Course.

14/01/2018
Training
Qualifications
Qualification Creation Plans

Create Qualification direct from Product record.

14/01/2018
Training
Events Manager
Events

Create and manage Events within BrightOffice.

14/01/2018
Training
Reports
Qualification Report

Qualification report by Customer. Report now shows all Delegates with Qualification details by Customer.

14/01/2018
Training
Reports
Training Plan

Training Plan report by Customer. Report shows Delegate Training Plan with upcoming and completed Courses.

June 2018
Date:
Product:
Module:
Update details:
14/06/2018
Training
Training Course
Course Search

When a Training Course Search is performed it will remember the chosen criteria per user.

14/06/2018
Training
Training Course
Delegate Information

Extra setting (in Groups) added to allow the Delegate information on a Training Course to be Updated after Invoice

14/06/2018
Training
Training Course
Qualifications

Allow creation and editing of Qualifications on Delegate Rows

14/06/2018
Training
Training Course
Training Course Label Printing

A new option for 2x5 Customer details label printing from within Training Course

14/06/2018
Training
Training Course
Course Search

Now allows selection of Multiple Courses and multiple Venues.

14/06/2018
Training
Training Course
Sales Enquiries / Training Course

New Tabs for Sales Enquiry and Sales Orders (Both now also have a Training Course A-Z on creation)

14/06/2018
Training
Training Course
Purchase Orders / Training Course

New Tabs for Purchase Orders and Purchase Invoices (Both now have a Training Course A-Zon creation)

14/06/2018
Training
Training Course
Course Triggers

A new Filter on Data Grid of Courses with Triggers Assigned or Not Assigned

14/06/2018
Business
Emarketing
Emarketing

Allow email recipient to "Manage Preferences" and "Opt-in" or "Opt-out" plus update their Telephone, Mobile and Email address details.
Newsletter Link has an option for Expiry Date
Allow override of email footer options "Remove Consent" and "Manage Preferences"
Allow visual control of Manage Preference form with Client logo, for example

14/06/2018
Training
Training Course
Delegate Qualifications

A new icon on Qualifications to show Pass / Fail against Delegate

14/06/2018
Training
Leaner-Delegates
Delegate Search

When a Learner-Delegate search is performed it will remember the chosen criteria per user

14/06/2018
Training
Leaner-Delegates
Multiple Training Course Search

Extra fields have been added for Multiple Training Courses and Training Course Dates From & To

14/06/2018
Training
Leaner-Delegates
Delegate Icons

Learner-Delegate Data Grid enhanced with New fields and New Icons

14/06/2018
Training
Leaner-Delegates
Delegate Search

Ability to Search Learner-Delegates who have "NOT been on any Course" or "NOT been on a Selected Course(s)"

14/06/2018
Training
Leaner-Delegates
Delegate Search

Ability to Search Learner-Delegates who "HAVE Been on any Course" or "HAVE been on a Selected Course(s)"

14/06/2018
Training
Leaner-Delegates
Delegate Search

Ability to Search by Learner-Delegate be created date

14/06/2018
Training
VLE
New VLE Area

Training Courses can be created using our Course Content Manager and Learner-Delegates can Login and complete their Course in a Virtual sense.

14/06/2018
Training
Course Venues
Photos in Course Venues

Photos can now be added to Course Venues and in the next version these photos will be able to be mail merged into a document

14/06/2018
Training
Course Venues
Qualifications Hub

A new area called Qualifications Hub to manage ALL Qualifications in one location

14/06/2018
Business
Data Protection
Data Protection

Data Protection Management Preferences including ALL Opt-in or Opt-out updates from Emarketing
Ability to BULK Update ALL or Selection of Telesales-Prospects, Customers, Learner-Delegates to be Opt-out
Ability to BULK Delete ALL or Selection of Telesales-Prospects, Customers, Learner-Delegates based on a specific Selection criteria

14/06/2018
Business
General
User Access

Users - Ability to Control accessibility to Tabs at User Level in Training Courses and Learner-Delegates

14/06/2018
Business
General
Purchasing

Purchase Orders and Purchase Invoices now allow the assigning of a Training Course

14/06/2018
Business
General
Webmail

Allow User to change Webmail Password from Tree

May 2017
Date:
Product:
Module:
Update details:
25/05/2017
Training
Training Course
Course Deletion Restrictions

Against the user group code we can now restrict a user from:

  • Deleting a Training Course
  • Deleting a Delegate from a Training Course

  • 25/05/2017
    Training
    Finance
    New Accounts Analytics API

    We have now added the return of the following details from our new API 'GetAccountsAnalytics'

  • Sales Invoices Total For Previous Week
  • Sales Invoices Total For Today
  • Sales Invoices Total For Current Week
  • Sales Invoices Total For Current Year
  • Sales Invoices Total For Next Year
  • Reserved Learner-Delegates Sales Invoices Total For Today
  • Reserved Learner-Delegates Sales Invoices Total For Current Week
  • Learner-Delegates Sales Invoices Total For Today
  • Learner-Delegates Sales Invoices Total For Current Week

    This will allow you to control the display of the results on an internal web page.

  • 25/05/2017
    Training
    Training Course
    Hover Over For Additional Dates

    Within the training course, if you have applied any additional dates, you can now hover over the line to see all the additional items added per delegate.

    25/05/2017
    Broker
    Case
    Quick Data Folder Upload

    New icon on Case Home screen to allow quick uploading of documents into Data Folder

    25/05/2017
    Broker
    Case
    Quick Add Source and Source Affilliates

  • New icon on Case Home screen to allow quick adding of new Source
  • New Icon within Source screen to allow quick adding of a Source Affiliate to be linked to a Source

  • 25/05/2017
    Broker
    Case
    Income and Expenditure

  • Income and Expenditure tabs added within Cases
  • Ability to define Income and Expenditure types within settings
  • Ability to generate letters or letter groups within expenditure screen

  • 25/05/2017
    Broker
    Case
    Simple Sourcing

  • New Area to search all products within the CRM, based on a simple search criteria of products
  • Search results to return all products within the CRM that meet your search criteria

  • 25/05/2017
    Broker
    Customers
    Registered Addresses

    New area in Customer> Other Addresses to log Registered addresses for B2B customers

    25/05/2017
    Broker
    Case
    Late or unpaid payment fees added automatically

  • Fees can be linked to a process workflow step which when completed can then automatically assign a Fee based on a fixed fee or on a percentage of the arrears amount.
  • Individual Free or rebates can be added ad-hoc to individual financial records.

  • March 2017
    Date:
    Product:
    Module:
    Update details:
    06/03/2017
    Training
    Training Course
    Delegate Mandatory Fields

    When creating a learner delegate you can now control each field to make sure you are capturing all the fields necessary.

    06/03/2017
    Training
    Training Course
    Attendance Tab Update

    We have now added the ability to auto update the Delegate Course Status once all the dates on the Attendance tab have been confirmed.

    06/03/2017
    Training
    Learner Delegate
    Delegate Work Contact

    Within the delegate record we have now added an additional Work Telephone and Work Email field to allow you to capture the personal and work details for each Learner-Delegate.

    06/03/2017
    Training
    Training Course
    Delegate Course Clash

    If the delegate is attending another course, BrightOffice will display a ‘Delegate Clash’ notification popup.

    06/03/2017
    Training
    Training Course
    Delegate Status Setting

    When a new setting is applied against a delegate(s) status(s), users will be restricted from adding the delegate to the course.

  • Within a delegate status, there is a new tick option which will be labelled ‘Restrict users from adding delegate to course'.

  • 06/03/2017
    Training
    Training Course
    Bulk Post Qualifications

    Within each Training Course you can now post the qualifications in bulk based on the ticked delegates.

    06/03/2017
    Training
    Training Course
    Purchase Order Creation from a Training Course

    Once all the misc costs have been entered with a supplier and cost your user can generate a Purchase Order for multiple suppliers if necessary.

    06/03/2017
    Training
    Training Course
    Funder Invoice

    We have now added the ability to raise an invoice from a training course to both a Customer and Funder.

    06/03/2017
    Training
    Training Course
    Delegate Course Status Restrictions

  • Post qualification with status, date received and date of expiry.
    Functionality: When this option is selected against the confirmation status, the user will save the status against the delegate and the system will auto post a qualification. The auto-post qualification will also post the ‘Status’, ‘Date Received’ (based on when the confirmation status has been selected and save) and ‘Date of Expiry’ (based on the qualification expiry terms).

  • Hide ‘Q’ button.
    Functionality: When this option is selected against the confirmation status, the user will save the status against the delegate and the ‘Q’ button will be hidden or greyed out on the delegate row so that the user cannot select it. NO qualification will be auto-posted.

  • Post qualification with status but exclude date received and date of expiry.
    Functionality: When this option is selected against the confirmation status, the user will save the status against the delegate and the system will auto post a qualification. The auto-post qualification will also post the ‘Status’ but leave the ‘Date Received’ & ‘Date of Expiry’ BLANK.

  • 06/03/2017
    Training
    Training Course
    Status Options within Reserved Places

    A new status option for reserved learner delegates panel to match as they currently are in the delegate grid.

    06/03/2017
    Training
    Training Course
    Invoice Due Date Prompt

    Any course booked within a set number of days of course start date will flag the staff member with a notice that have to change the invoice due date.

    06/03/2017
    Training
    Training Course
    Course Created Date

    We now store the course created date on the main Training Course screen.

    06/03/2017
    Cases
    Potential Cases
    Customer Status Search

    Customer Status Searchable Field from within Potential Cases Search

    06/03/2017
    Cases
    Cases
    Solicitor Fees

    We now have the ability to store a default nominal code against a solicitor, and raise in invoice against the solicitor, from within a case.

    06/03/2017
    Cases
    Import Manager
    Potential Cases Import

    Potential Cases can now be bulk created via Import Manager

    06/03/2017
    Broker
    Crowd Funding
    Crowd Funding

    Ability to apply multiple investors against a loan, including investment amounts, and ROI. Investment record automatically created against each investor from within the loan.

    06/03/2017
    Broker
    Case
    Case Tracking Dates

    Case Tracking Dates can now be updated via Quick Workflow Step on Case Home

    06/03/2017
    Broker
    Customers
    Other Addresses

    Registered Address grid has been added with Postcode Lookup functionality

    06/03/2017
    Broker
    Cases
    Interest Rates on Dynamic Grid

    Monthly Rate and Annual Rate are now available to select for Dynamic Cases grids (in both Main Cases grid and Customer > Cases tab grid)

    06/03/2017
    Broker
    Customers
    Default Multi-Contact Searchable in T-P and Customers Ajax

    Within Telesales-Prospects and Customers ajax search, you can now search for the following based on the options being enabled in Company Settings:

  • Default Multi-Contact First Name & Surname (and Full name)
  • Default Multi-Contact Mobile (If above option is unticked, it allows search on all M-C Mobiles)

  • 06/03/2017
    Broker
    Cases / Customer
    Postcode Lookup Fields

    Now available:

  • Cases > Full Case > [Employment] > Security Address grid
  • Customers > Multiple Applicants Address
  • Customers > Additional Info > Current Employment Address

  • 06/03/2017
    Broker
    Cases
    Security Address Tooltip

    Based on a Company Setting, there is a tooltip on Case Reference column to display Security Addresses of the Case.

    06/03/2017
    Broker
    Cases
    Security Address WoW

    Security Address WoW, there is now 5 Custom Fields (which can be renamed)

    August 2016
    Date:
    Product:
    Module:
    Update details:
    03/07/2016
    Training
    Sales Reporting
    Automated Emails

    To have the ability to automatically generate emails to Account Managers, which can be based on the below scenarios.

  • When a learner delegate is added to a course
  • Number of days before the course start date
  • Number of days after the course end date
  • Number of days before the Qualification end date
  • 03/07/2016
    Training
    Sales Reporting
    Search Filters

    Add 'Course Organiser' as a selection criteria to Sales Reporting window. Giving the ability to filter the sales invoices by Course Organiser

    03/07/2016
    Training
    Reports
    Address Labels

    The creation of 2 new reports in the Training Courses Module which will produce the following

  • Delegate address labels
  • Customer address labels

  • 03/07/2016
    Training
    Group Access
    Restricted Views

    To restrict the view of Customers & Delegates based on a users login.

    03/07/2016
    Training
    Financial
    Nominal Type

    We have now added the following option to the Nominal type to give an accurate Profit and Loss breakdown:

  • Course Materials
  • Expenses
  • Books
  • Certificates
  • Venue
  • Refreshments
  • Miscellaneous
  • Vehicle

  • 03/07/2016
    Training
    Qualifications
    Qualifications Grid

    We have now added the Qualification Status and Duration to the main Qualifications grid.

    July 2016
    Date:
    Product:
    Module:
    Update details:
    11/07/2016
    Cases
    Trigger Events
    Trigger Events

    Ability to now set SMS templates as well as Email templates, to be automated from certain steps in the workflow.

    11/07/2016
    Cases
    Customers
    Additional Info – Customer Fields

    Additional Info tab in Customer Record now contains 30 custom fields that can be tailored to collect additional info against customers.

    11/07/2016
    Cases
    Cases
    Pre-Sub Credit Type & Search Option

    Pre-Sub Credit Type can be enabled against individual Bank-Providers. Pre-sub Credit Type filter added to Potential Case and Full Case Search screen.

    11/07/2016
    Training
    Financial
    Copy & Create New Invoice

    Ability to right click an invoice within Case Ledger, and Copy and Create New Invoice for Customer.

    11/07/2016
    Cases
    Creditors
    Creditor Payment

    Ability to add a note to a creditor payment after the payment has been Live Updated.

    11/07/2016
    Cases
    Customers
    Source SMS

    SMS button now available in Source, to directly SMS from within a Source record.

    11/07/2016
    Cases
    Customers
    Other Name/Previous Name on Customer Details Screen

    Additional fields for “Other Name” and “Previous Name” can now be enabled on the Customer Details Screen in Company Settings

    11/07/2016
    Cases
    Data folder
    Print option in Customer Data folder

    Option to print attachment in data folder using new P button feature

    05/07/2016
    Training
    Website API
    Available Places

    New options allow you to control if the API take in to account certain delegate course statuses to determine if an available place should be taken.

    05/07/2016
    Cases
    Banks-Providers
    Update tab in Banks-Providers grid

    Ability to update multiple Providers by assigning a Matter Type or Pre-sub Credit Type in bulk.

    05/07/2016
    Cases
    User Logged In
    T & W buttons in “User Logged In” Search screen

    Ability to quick select day or week period when doing “User logged in” search

    June 2016
    Date:
    Product:
    Module:
    Update details:
    25/06/2016
    Cases
    Customers
    Postcode Lookup – Previous Address

    Postcode lookup functionality now available within Other Address > Previous Address on Customer record.

    25/06/2016
    Cases
    Customers
    Additional Non-Standard Titles

    “Dame” and “Professor” added as additional titles when non-standard titles is enabled

    20/06/2016
    Training
    Training Course Diary
    Diary Permissions

    Allows the ability to control which diary entries are show to individuals or groups based on permission levels.

    20/06/2016
    Training
    Financial
    Autit Trail Stamp for Bulk Update

    When a user bulk updates the status of financial transactions it is stamped in the individual invoice audit history.

    08/06/2016
    Training
    Website API
    All Course Venues JSON

    We now also include the following:

  • Venue Telephone
  • Venue Primary Contact
  • Venue Custom Field 1-15
  • Venue Notes

  • May 2016
    Date:
    Product:
    Module:
    Update details:
    11/05/2016
    Training
    Training Course
    Training Course Audit Trail

    Changes have been made to Training Course Audit Trail to allow the capture of recent enhancement fields.

    05/05/2016
    Training
    Trainer
    Trainer Targets

    Against every trainer it allows the ability to record a target field allowing unitisation reports to be produced per trainer.

    03/05/2016
    Training
    Training Course
    Training Course Frequency

    A new change has been made so once a frequency has been selected on a training course a new icon will appear both on the main course grid along with inside a training course to make it clearly visible.

    April 2016
    Date:
    Product:
    Module:
    Update details:
    28/04/2016
    Training
    XML Receive
    Payment XML Enhancements

    The XML Receive now allows you to send in complete online payments including:

  • Payment Amount
  • Payment Method
  • Payment Ref
  • Date Transaction Cleared

  • 26/04/2016
    Training
    Customers
    Customer VAT Rate

    The default VAT rate can now be assigned at both customer and product level.

    20/04/2016
    Training
    Sales Orders
    Post to Purchase Order

    From a Sales Order you can now create a Purchase Order in a single click, allowing the creation and sending of a Purchase Order to multiple suppliers if required.

    18/04/2016
    Smartphone
    Customers
    Click to Call

    Now each phone number displayed in the Smatphone application will act as a click to call.

    20/04/2016
    Training
    Automated Emails
    Trigger Event for Delegate status

    Each automated email can now be controlled to react differently depending on the current delegate course status.

    December 2015
    Date:
    Product:
    Module:
    Update details:
    02/12/2015
    Training
    Training Courses
    Reserved Spaces

    Do you regularly encounter clients who don't divulge the details of their learners? We have now added the functionality to place un-named reservations onto Training Courses. You can allocate them to the course at a later date once you do have the details to hand.

    09/12/2015
    Cases
    Cases
    Update Workflow linked to Data folder

    Ability to disable workflow step processing, unless a document has been uploaded to Data Folder the same day. Ensures the agent uploads scanned documents before proceeding to the next stage of the workflow.

    10/12/2015
    Cases
    XML Receive
    XML Enhancements

  • Enhance existing Potential Case creation XML routine to return Potential Claim ID.
  • Enable XML update of the Potential Case created date.
  • To enable additional Potential cases to be added to existing Customer.

  • 10/12/2015
    Training
    Training Courses
    Course Date Frequency

    This brand new feature allows the user to set a course which runs between two dates and then specify which days the course actually takes place within this period. For example, you may run 66 week NVQ courses which only take place 1 day per week. This could be any day of the week, so we have given you the ability to select the day and time of the week and set how often this recurs throughout the 66 week course.

    November 2015
    Date:
    Product:
    Module:
    Update details:
    02/11/2015
    Training
    Training Courses
    Delegate Count Column

    We have enhanced two separate screens to show a dynamic Learner-Delegate count based on filters applied. Giving you an easy snapshot on course numbers.

    17/11/2015
    Cases
    User Permissions
    Customer Status Filter by Individual Users

    The ability to assign multiple Customer Statuses to individual users, so they can only view customers with those particular statuses

    17/11/2015
    Training
    Training Courses
    Course Status

    We have enhanced our company settings area to allow you control of how the course status is displayed. Two options are now provided, we can display either as summary of Completed, Cancelled, In Progress or we can display the bespoke courses statuses you use once in a training course.

    17/11/2015
    Cases
    Cases
    Dynamic Data Fields

    Ability to link a dynamic data field on case home screen to current Banks-Providers list.

    17/11/2015
    Cases
    Intelligent Processing
    Bulk Cancelled Case Reason Update

    Ability to bulk update cancelled cases with a canceled reason via Intelligent Processing

    17/11/2015
    Cases
    Intelligent Processing
    Source Affiliate Filter (Inteligent Processing)

    Addition of a Source Affiliate filter to the Inteligent Processing screen

    23/11/2015
    Cases
    Cases
    Colour Code Notes

    Ability to apply a colour against group codes for notes. When a new case note is added, the case reference field will change colour on cases grid. This will remain coloured until somebody has entered and read the note.

    23/11/2015
    Training
    Training Courses
    Course Status Quick Update

    Right clicking on the course in question from the main Training Courses grid now gives you the ability to update the course status without the need to go in to a course record.

    25/11/2015
    Cases
    User Permissions
    Customer DB by Branch Code

    The ability to filter Customer DB by Branch Code against individual users. This will filter the Telesale-Prospect and Customer Grid by records created by users assigned to the same branch code.

    25/11/2015
    Training
    Customers / Prospects
    Quick Add Customer Venue

    A quick add button has been added next to the customers default address to allow you to quickly add this as a standalone Course Venue. Once this is created it auto populates a new 'Venues' tab against the Customer or Prospect Record.

    October 2015
    Date:
    Product:
    Module:
    Update details:
    29/10/2015
    Training
    Training Courses
    Individual Venue Booking

    We will now alert you while booking a new course if the venue or room is already in use, just like we currently do with trainers.

    23/10/2015
    Training
    Learner-Delegates
    Dedicated Funder

    We have now developed a stand-alone funders database allowing you to link individual learners with their funder.

    23/10/2015
    Cases
    Import Manager
    Import Update Sort Order

    Allows users to print documents in the same order as they were imported by allowing a user to search by Import Sort Order.

    23/10/2015
    Training
    Training Courses
    Course Titles

    Course information is now displayed on each of the Training Course tabs, helping you to stay productive.

    19/10/2015
    Training
    Financial
    Auto Invoice Status

    You no longer need to update Invoice Statuses, the CRM now automates this for you. Adding a Full Payment, Part Payment, Full Credit or Part Credit adjusts the status of the invoice accordingly.

    19/10/2015
    Training
    Sales Orders
    Link Sales Orders to Training Courses

    We have streamlined the process of adding learners to a Course. You can now add selected Delegates from a company to the order and select an upcoming Training Course to automatically add them to... all from within a Sales Order.

    06/10/2015
    Training
    Appointments
    Delegate Appointments

    A new Appointments area has been added to the learner-delegate record allowing you to manage all the one to one visits.

    September 2015
    Date:
    Product:
    Module:
    Update details:
    23/09/2015
    Training
    Training Courses
    Automated Emails

    Our mailing system now runs like clockwork allowing you to create multiple automated emails bespoke for each type of course you run. This can be used to send welcome emails, post evaluations and expiry reminders - to name a few.

    23/09/2015
    Cases
    Cases
    New Case Modules

    New modules now available for processing Packaged Bank Accounts and Flight Delay claims.

    Bespoke Case Types can also be created as per each individual request.

    23/09/2015
    Cases
    Potential Cases
    Bulk Print Module

    New routine to allow Bulk Print of Packs within potential cases which configures the pack to contain 1 cover letter, 1 terms of Business and a copy of the LOA per Case. This module carries an additional set up fee of £485.00.

    22/09/2015
    Training
    Products
    Custom Tier Pricing

    New additional tables create the ability to set up custom pricing tiers against the standard price for each course and assign to specific clients for agreed rates.

    18/09/2015
    Cases
    Data Import
    Bulk Case Import and Update

    Using this new feature, the software now has the ability to upload new cases directly to a clients record.

    This functionality also allows you to bulk update cases using the case reference number, including progressing the case to a chosen new workflow step.

    17/09/2015
    Training
    Training Course
    Attendance Tab

    View and interact with a live attendance tab integrated direct into each individual course. Say goodbye to the clipboard register...

    07/09/2015
    Cases
    Cases
    Quick Case Update

    Improve time efficiency and reduce admin responsibilities by allowing users to update cases without having to enter the case using new right click functionality.

    04/09/2015
    Training
    Learner-Delegates
    Learner-Delegate Schedule

    We have enhanced our learner-delegate area to allow a bespoke visit schedule to be created, ideal for apprentice learners.

    03/09/2015
    Cases
    Payments
    Automatic Future Payments

    Allow user to easily set up recurring payments against an invoice to allow future payments to be taken via SagePay.

    The full overview area allows users to see all recurring payments set up across all clients with information regarding payment status and next payment date.

    01/09/2015
    Smartphone
    Training
    Leaner-Delegate Questionnaires

    Ability to be able to complete a Questionnaire, based on the Questionnaire assigned to the Job Type. This information will the synchronised with the BrightOffice CRM and will be viewable against the Learner Delegate Record within the Questionnaires Tab. Particularly useful for Satisfaction Surveys etc - the iPad could be handed over at the end of training to each Delegate in turn.

    01/09/2015
    Smartphone
    Business
    Photographs

    Ability to be able to take photographs using the Smartphone Camera. These photographs will be synchronised with the BrightOffice CRM and will be viewable against the Prospect/Customer Record within the Data Folder.

    01/09/2015
    Smartphone
    Business
    Record Creation

    Ability to be able to “Create” a new prospect on the BrightOffice CRM. This will also assign the Sales Rep as the Source against the record created.

    01/09/2015
    Smartphone
    Business
    Questionnaires

    Ability to be able to “Complete” a Questionnaire with Business Form Status, based on the relevant Questionnaire assigned to the customer type. This information will the synchronised with the BrightOffice CRM and will be viewable against the Prospect/Customer Record within the questionnaires Tab.

    01/09/2015
    Smartphone
    Business
    Milestone Buttons

    Ability to have set “Milestone” Buttons display on the Application to enable the representative to press at the requested times. An example of this would be “En-Route”, “Arrived”, “Appointment Completed”.

    01/09/2015
    Smartphone
    Training
    Permission Levels

    Bespoke permission levels allowing you control the ability to:

  • View all Training Courses assigned to the Trainer.
  • View all Training Courses filtered by Day, Week or Month.
  • View all Training Courses filtered by In Progress, Completed or Cancelled.
  • View Learner Records filtered by User Permissions.
  • View Company Records filtered by User Permissions.
  • 01/09/2015
    Smartphone
    Jobs CRM
    Permission Levels

    Bespoke permission levels allowing you control the ability to:

  • View all appointments assigned to the Sales Rep.
  • View all appointments filtered by Day, Week or Month.
  • View all appointments filtered by In Progress, Completed or Cancelled.
  • View Telesales Prospect Records filtered by User Permissions.
  • View Customer Records filtered by User Permissions.
  • May 2015
    Date:
    Product:
    Module:
    Update details:
    24/05/2015
    Training
    Training Diary
    Trainer & Delegate Notes

    Allows the pull down of trainer and learner-delegate notes within each diary entry. This is ideal for the limited trainer logins to gain access to everything required from one view.

    19/05/2015
    Training
    Learner-Delegates
    Additional Custom Fields

    New additional data fields have been added to customers, learner-delegates and training courses to increase the personalisation of data being captured.

    16/05/2015
    Training
    Email
    Create Customers From Emails

    View and interact with customers easily with integrated email. This allows the user to right click and create new prospect/customer records.

    12/05/2015
    Training
    Products
    Miscellaneous Costs

    We have enhanced our product area to allow a further allocation of individual costs to make sure every sales enquiry and training course has a true profit margin breakdown.

    06/05/2015
    Training
    Website API
    Website API

    Even more functionality has been added to our website API, building on the vast flexibility already provided. Now allowing searches based on multiple Matter Types and Course Venues.

    March 2014
    Date:
    Product:
    Module:
    Update details:
    05/03/2014
    Training
    Matter types
    Set task dates relative to course start and end dates

    You can now create a task form a workflow step with a reminder date relative to your course's start or end dates.

    10/03/2014
    Jobs CRM
    Smartphone app
    Smartphone app for installers and assessors

    Allows real-time, back-office updates and document creation for documents such as gas safety certificates and NIC electrical check certificates.

    10/03/2014
    Jobs CRM
    Job analytical reports
    Reporting analysis for Jobs

    Allow top level reporting by week, month or year broken down by source introducer, matter type (measures) or job status.

    You can also analyse by pre-installation and installation jobs.

    12/03/2014
    Jobs CRM
    Sales rep diary
    Sales representative diary update

    We have made some changes in this area of the software to allow a single click to work on an iPad (Live now) and also to display Customer surname as a default not first name.

    12/03/2014
    Jobs CRM
    Sales appointments
    Sales appointment update

    New enhancement which will allow a "Preferred" Sales rep to be assigned to an appointment based on the distance between their last appointment and the new appointment location.

    This new button is located in Customers >> Appointments and named "Preferred".

    There is a £65 per annum charge for this feature.

    February 2014
    Date:
    Product:
    Module:
    Update details:
    28/02/2014
    Training
    Delegates data table
    Delegates training course tab

    Within a delegate record there is now a training course tab which shows the training courses a delegate has attended. If you click on any of the courses listed you will be taken to that course record.

    12/02/2014
    Training
    Qualifications
    New qualifications fields added

    The qualifications area was recently enhanced with extra data fields and another 9 custom data fields to help record all relevant information needed for awarding bodies.

    The description labels on the custom fields can be modified to suit your individual needs just like the custom fields in company and delegate records.

    25/02/2014
    Training
    Record of performance
    Record training performance scores and outcomes

    New data fields and document merge fields have been added to the system to allow you to record performance scores against a series of topics and print the results into documents for your course attendees.

    Officially approved
    G-Cloud supplier.