OFFERS

TEMPLATE PROJECTS

FORMS

PROGRAMS

OFFERS

USE MERGE TAGS TO AUTOMATICALLY INCLUDE CUSTOMER INFORMATION

Merge tags have been added for Customer and Customer contact persons on Offer terms and conditions. Merge tags allow specific details to be automatically filled in and standardise your offer.

This can be added either in Office settings --> Terms and Conditions or in Offer settings --> Terms & Conditions.


PROJECT TEMPLATES

MORE INFORMATION IS INCLUDED WHEN COPYING FROM A TEMPLATE

See below for which details are also copied over to a new project, when using project templates:

  • Internal remarks will be copied to the new project

  • Tasks with the status "To do" will be copied to the new project.

Tasks: Due date will be empty, the assignee will be set to the main Project manager, Project is set to the Project manager's new project, only tasks in "To do" will be copied, the Created by will be set to the main Project manager in the new project, Created at is the date the new project is created on.

Read more about the benefits of using Project Templates

FORM DESIGN

Qondor forms has received a small design update to improve the look of your forms.

What's changed?

  • The edges of the inner box containing the content are now curved rather than square to give a softer touch to the form.

  • The lines that ran horizontally across the form to separate the different elements has now been removed. This creates a more professional, modern and cleaner look.

Click images to view in full screen

👇

BEFORE

AFTER

📌 NOTE: This applies to existing and new forms.



PROGRAMS

ADD PARTICIPANT INFORMATION FOR PERSONALISED PROGRAMS

In Program Activities you can use merge tags to collect information from your participants' bookings and automatically display it in the Program.

How to add merge tags in Programs

📌 NOTE: This applies to existing and new forms.

USE UNSCHEDULED ACTIVITIES TO INCLUDE INFORMATION OR A WELCOME MESSAGE

It is now possible to create Program activities and set them to Unscheduled. This allows you to publish activities without a time or date stamp.

A new unscheduled checkbox has been added to Program activities:

📌 The unscheduled activity will be displayed at the top of the program.

How to set activities to unscheduled

How it looks:
The screenshot below shows the Unscheduled activity being used as an introduction along with the merge tags to automatically show the participant's relevant information. The participant's name and group number is completed.

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