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by Nickel Super Contributor dixon7
on ‎02-10-2014 06:55 AM

I would recommend using TopLine Results to create custom tables.  That way, you don't have to create a lot of fields inside of Act! (course #1, course #1 date, course #1 fee paid, course #2, etc.), and have that space "saved" in case someone books more than one course.  You also don't run into the issue of having 10 courses listed, and then someone signing up for the 11th course, where you have to create additional fields.  You also cannot look up all the courses at one time because you won't know if the course was listed in "course #1" or "course #9".  I would recommend asking an Act! Certified Consultant to help you set it up -- it will be well worth the investment!    Here is the link to find a consultant.  http://act.com/partners/act-certified-consultants/

by Patrick98
on ‎02-10-2014 07:14 AM

Hi, Thank you for your advice Regards Patrick 

by Bronze Super Contributor jimdurkin
on ‎02-10-2014 12:31 PM

We  have a robust custom table tool called Impact Suite v5.

 

Impact includes 10 powerful add-ons allowing users to get more jobs done quicker and easier. Adds new features to all sections from contacts to dashboards to calendars to opportunities.

 

You can read more or download a free trial here:

http://www.durkincomputing.com/

 

Thanks

-- Jim Durkin

 

by Nickel Contributor Trevor Lever
on ‎02-11-2014 07:45 AM

Create a Group for each training course that is being run. Give the Group the name of the course and the date(s) it is running. 

 

Add Contacts into that Group if they are attending the course. Multiple contacts can be in a Group (those going on the training) and Contacts can be in mulitple Groups (the courses they are attending). 

 

You could also extent this idea to have sub-Groups for "Sent Course Details", "Provisional Booking", "Booking Confirmed", "Invoice Sent" etc. to track the journey of a Contact on a particular course. 

 

 

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