Sam Wilson

Registration Associate
Venue Sales Associate
Venue Operations Associate
  • Total activity 283
  • Last activity
  • Member since
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  • Votes 5
  • Subscriptions 180

Activity overview

Latest activity by Sam Wilson

  • Sam Wilson commented,

    1. User Guide
    2. Service Orders
    3. Advance, Standard and Late Pricing with Service Orders

    Hello Boris, As long as you have refreshed the Edit Event window after making any changes to the price list settings, the Early Deadline and Standard Deadline fields should be active.  It is also p...

  • Sam Wilson commented,

    1. User Guide
    2. Accounts & Contacts
    3. Manage Relationships Between Accounts and Contacts

    Hello Nina, I can confirm that the software does not currently support editing the Relationship Status for multiple contacts at once.  Please consider entering an enhancement request. If you have a...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Room Diagrams
    3. Space Diagrams

    Hello Elizabeth, Please raise a ticket with the support team. Include these screenshots and your description. They are going to want to troubleshoot this and see what is happening. Thank you!  Rega...

  • Sam Wilson commented,

    1. Configuration Guide
    2. System Administration
    3. Viewing User Sessions/Logged In Users

    Hi Michelle, You can search for past logins of a specific user within the Audit Log.  Access the Audit Log from the Main Menu. From the Transaction Class field, select the Database (DB) option. Fr...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Dashboards
    3. Dashboards

    Hi Fionn, Formula fields cannot be added directly to a Dashboard. Instead, the formula field(s) must first be configured in subject (e.g., events, orders, order items, etc.). Once a formula field i...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Facility Booking
    3. Notices

    Hello Jule, Notices are not currently available as a standalone view that could be directly added to the Dashboard using a view gadget.  It may be possible to create a custom data source in order t...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Events & Functions
    3. Types

    Hello Irene, An administrator can configure a Field Restriction on each role to require selection of a Type option. An article is available in the Support Center at the following URL.https://suppor...

  • Sam Wilson commented,

    1. User Guide
    2. Notes, Activities & Checklists
    3. Notes

    Hello Elisa, Notes are a very robust tool supporting simple text or HTML formatting for more advanced uses. Technically they are limited to 2 GB (including HTML formatting code). Notes can handle a...

  • Sam Wilson commented,

    1. Configuration Guide
    2. System Administration
    3. Countries and States

    Hi Fionn, Importing values into the Countries master table is not supported. If you would like to submit an enhancement request to add this as a feature to the software, you can follow the steps be...

  • Sam Wilson commented,

    1. Configuration Guide
    2. Users & Roles
    3. Change or Forgot a User Password

    Hi Mirko, The software does not currently support blacklisting known insecure password variants. This is an interesting idea for non-SSO users, please consider submitting an enhancement request to ...