Project Meeting Minutes - 29/11/2023
Date: |
29/11/2023 |
Location: |
Online |
Present: |
LSE: Faeza, Ed, Natasha, Ben, Giacomo SW: Richard |
Apologies: |
N/A |
Minutes
Create client tickets for ML Promo code
Create client ticket for Gift Voucher functionality
Discussed issue with creation of additional School.
Understood created as part of the creation of a Finance Promotion record.
Natasha now aware to select the existing ML school, not to Create New.
Discussed management of incoming Leads, submission of Contact Us Form queries.
Decided against Opayo, looking at Swoosh - not sure yet of timeline for implementation.
NEXT PRIORITIES
Feedback (LS-170)
Would like to change Final Feedback notification to send initial email on Thursday night, not Wednesday night (current config)
Ben to raise a ticket, considering auto batch email reminder sent on Friday morning.
Online IT Booking Portal (LS-81)
Would like new Site for Online IT services only.
Has new personal details form.
No custom fields.
No change to email template.
No additional workflows.
Would like to prioritise for December.
Review Licenses
Check Schoolworks licenses - appears 29 users accessing Schoolworks, but only 23 licenses.
Escalate to Brett.