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      Bulk Session/Function Editor

      The Bulk Editor allows users to quickly detail and edit multiple sessions / functions without navigating to different pages. Please note that this feature is currently in Beta and is only Phase 1. 

      Phase 1 is limited to the 'Session / Function Details' tab, but Phase 2 will include in-line editing of the other session / function tabs/items (e.g. menus, resources, products, notes and setup requirements)

       

      There are currently two areas of the system utilizing the bulk editor; these are:

      • Session / Function Table: Shows all sessions / functions within a particular booking
        • Venue -> Bookings -> Booking -> Sessions / Function -> Bulk Editor (Beta) 
      • Multi-booking Session / Function Table: Shows all sessions / functions across all bookings for a particular day of the venue
        • Venue -> Bookings -> Sessions / Functions (Beta) 

       

      Both of these have the same functionality, however the Multi-booking Session / Function Table has 3 extra columns to distinguish between bookings, these being:

      • Booking Name
      • Booking Reference
      • Booking Contact

      Other planned enhancements include: 

      • Keyboard shortcuts (e.g. copy/paste)

      • Save and manage custom layouts

      • 'Add' button will add a new row, instead of existing form in the side pane

      • Additional buttons to cancel unsaved changes and filter data on any conflicts

      • Change loss prevention (e.g. if web browser closes unexpectedly)

      • In-line editing of infrequently used fields

      • Copy items from feature: will be able to search for a booking, select its items and add to one or more sessions

      • Save and share custom layouts


      Click here if you would like to provide feedback on this feature for phase 2. 

       

      To navigate to our new Bulk Session / Function Editor navigate to your Quote or Booking > Click Sessions / Functions Tab > Select Bulk Session/Function Editor. 

      The functionality and keyboard functions are described below. 

      Functionality: 

      • Can in-line edit most fields (exceptions listed below) by double-clicking on the cell or pressing the ‘Enter’ key.

      • Greyed-out columns indicate that they are not directly editable, e.g. BEO #

      • ‘Edit’ indicates that the field is not directly editable, but opens in a new pane. These are applied to fields that may have additional fields depending on the input, e.g. Space Hire Price.

      • Can select ‘Edit’ (RHS of each row) to open tabbed structure and add session / function items, e.g. menus. Any unsaved changes (for that row only) will be saved before the pane opens.

      • Click on the small blue box and drag value down to overwrite values

      • Select ‘Columns’ to enable/disable columns

      • Click on the filter icon to set filters

      • Enter text below column name to search/filter the rows

      Keyboard functions: 

      • Enter = opens/closes input field 

      • Tab = moves to next field

      • Shift+ Tab = moves to previous field

      • Arrow keys = moves up, down, left, right