New MaBizAcademy Campaigns Released – Atlas UPDATE! – May 2024

[Jose Rodriguez]

Ok, I’ve looked into this for you. I see where there is a date in that column, but none of the other data looks like a date.

Can you send me a specific case to look into to techsupport@ourams.com

Thank you and have a great rest of your Tuesday.

– Jose Rodriguez

[Jose Rodriguez]

Happy to hear it!

There are a ton of great features, fixes, and enhancements in the latest build.

So this is great feedback!

– Jose Rodriguez

[Jose Rodriguez]

Happy to help.

If you need anything else don’t hesitate to reach our by phone, email, or this forum.

– Jose Rodriguez

[Jose Rodriguez]

Ok I added myself in as a prospect and all looks good thus far. Did you receive a notification?

[Jose Rodriguez]

I apologize for the inconvenience.

Let me take a look at your system and see if I can find what is causing this.

– Jose Rodriguez

[Jose Rodriguez]

I was able to replicate the problem and I can see where the issue is.

I have created a trouble ticket and the development team will look into the issue.

I apologize for the inconvenience and will have a member of the business development team reach out when a solution is completed.

– Jose Rodriguez

[Jose Rodriguez]

There was a deliverability issue with the templates that were built into Atlas.

We are working diligently to get those replaced.

For the time being you can access the MA Biz Academy (link in the upper Atlas navigation). You’ll find some great templates that are optimized for deliverability.

If you have any other questions or concerns feel free to call, email (techsupport@ourams.com), or use this forum.

Have a great rest of your Thursday.

– Jose Rodriguez

[Jose Rodriguez]

I’m glad to hear that you like the reporting ability of the People List.

The reason the box doesn’t go away when you select a birthday month is to allow multiple selections, similar to how the tag filter works.

We have an upcoming build that I feel will address some of your concerns.

As for the others, I will bring them up with the development team and see how we can work them in the pipeline.

Thank you for all of your great suggestions we really appreciate it!

– Jose Rodriguez

[Jose Rodriguez]

Absolutely.

I’ll have a member of the Business Development team reach out to you as well, when it’s available.

[Jose Rodriguez]

Ok, it’ll probably be best to have someone reach out to you.

When is a good day and time frame to reach you?

[Jose Rodriguez]

Does this occur when you get “timed out” of the check-in? or when you click check-in from Atlas and it opens the new tab?

I have out in-house iPad updated to 11.3.1 and I am not having the same difficulty.

[Jose Rodriguez]

Ah ok, I follow you.

This is a great idea and I’ll send it over to the Development Team to see where it can fit in the pipeline.

I’ll have a member of the Business Development team reach out to when there is progress on this.

[Jose Rodriguez]

Ok, there are a few bad emails in there under prospects.

However, the latest one looks to have received the automated emails.

I checked the profile timeline and the Comm Hub sent to verify.

There does seem to be a problem with the Message Center Sent page that I am looking into now.

If you have any other questions or concerns please feel free to reach out again.

• This reply was modified 6 years, 11 months ago by Master Toby Milroy.

[Jose Rodriguez]

Ok, that looks like the latest version.

I’m in the process of updating our in-house iPad to 11.3.1.

I’ll run a test on that see if I can replicate this or find a solution for you.

[Jose Rodriguez]

I apologize for the delay.

When creating a new agreement you can use the quick search to bring up a current Buyers personal information.

Let me know if there is specific information that you are looking for that isn’t the Buyers personal information.

 

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