New in Profit 17

CRM

 

Import participants and create persons

Importing participants in relation to a course event has been expanded. You can now create persons immediately in Profit CRM when importing. If you organise a large external event, this will save on a lot of time!

 

Dossier per course session

The Dossier tab has been added to the properties of the course session. If you use scripts, you will see here the file items that have been generated based on script tasks. You can authorise this tab separately.

New data collection per group

The new Workflow tasks per group data collection offers insight in user groups that are linked to workflow tasks. Use this data collection to create your own report or analysis, for instance when you want to change user groups or restructure workflows.