Atlas UPDATE – October 2025: GUI Enhancements and Performance Improvements

[Master Toby Milroy]

This issue should now be resolved.
Please let us know if you see any other odd behavior.

Thanks for the feedback!!

[Master Toby Milroy]

Stand By…I’ll have the team reach out again.
We’ve identified an issue with the “Batch” checking that exhibits this behavior, and the Dev team is implementing a solution, but let’s have one of our guys walk through your specific issue, and make sure we’re seeing the right thing…please stand by.

[Master Toby Milroy]

Sorry for this issue you’re seeing…..
I’m having one of our team members reach out to discuss.
Please stand by!

[Master Toby Milroy]

We believe that this issue has been resolved.
Please reach out if you see anything unusual, or if you need help with anything else!

Thanks again!

[Master Toby Milroy]

Hi Damon,
I’ll have one of our team reach out to you right away, and walk through this.

Thanks for letting us know!!

[Master Toby Milroy]

Yes, I totally understand the types of scenarios you’re describing.

As you mentioned, at present, the ‘only’ mechanism we have to accomplish this is the ‘upgrade’ the agreement, “replacing” the current agreement with a new one.

We DO have a smoother solution for this type of issue ‘in progress’. Behind the scenes we’ve been working on a whole new ‘engine’ for agreement management to make all that easier to handle. I can’t tell you exactly when we’ll be ready to release this update, but please do understand, we know how frustrating it is to have to go through the ‘whole’ agreement process just to make a simple change, and we have a solution on the way.

Please ALSO do understand, that when you do make ANY change to a legal document (ie. contract), you are opening up the door to potential legal exposure. As an example, let’s say you have a signed contract for “Billy” in your school….but then you just ‘add’ “Sally” weeks after the fact.

If you did NOT get the parent to sign another new contract referencing Sally, and Sally get’s injured next week……have you created some legal exposure.

Something to consider!

The new solution we’re working on will give you the flexibility you’re describing, but ALSO prompt you to get a NEW signature from the buyer to approve/re-authorize any changes that you’ve made. Without that new ‘authorization’, you could be treading on dangerous ground.

I’ll be sure to let you all know when we have the new approach ready to roll!

Thanks for the thoughtful feedback!!!

[Master Toby Milroy]

That’s a really great idea.
So, similar to the eRequest widget, so you can see you have unread messages in the header.
I like it!
I’ll make sure that’s on the roadmap!

I’m sure you already know, but just to make sure, there is a dashboard ‘widget’ that shows you the text messages in a list. If you do NOT have that on your dashboard, feel free to reach out to the team here, and we can help you get that set up.
(Again, I’m sure you have it enabled already, but I just want to be sure…heh)

Thanks for the great idea!

[Master Toby Milroy]

Looks like this is all set up for you now.
Please let us know if you need anything else!

Speak soon!

[Master Toby Milroy]

Yes, you can edit these in almost any way you can imagine… 🙂
I’ll have the team reach out to you asap, and walk you through the process.
Stand by!

[Master Toby Milroy]

Billy sent you a video walkthrough.
Does that solve this for you?

He also left a message, and called back later in the day…but I’m sure y’all were busy.
He’ll try you again in a little while today.
Let me know if you have any questions, or if this doesn’t get you where you need to be.

Speak soon!

[Master Toby Milroy]

There are a ‘few’ ways to accomplish this.
I’d think using the ‘upgrade’ list filter would likely get you what you need on the Agreement list, but depending on how you’re currently processing your renewals we may need to do some other things.

You can also use a ‘tag’ for this purpose as well.

I’ll have someone on our team give you a buzz, and walk you through some options. (Really depends on how your handling then at present.)

Thanks!!!

[Master Toby Milroy]

Right now, there is not a smooth ‘online’ solution to recurring/monthly agreements.

It’s totally on our near term roadmap, and the development team is in the process of building a solution for this workflow as part of an upcoming ‘major’ release.

This is a pretty ‘large’ release, and unfortunately, I can’t give you a great timeline on when that’ll be ready for ‘general availability’, but it’s well under way.

Additionally, there are some ‘concerns’ you’ll want to be thoughtful about, when considering long term agreements where you’re ‘only’ capturing a ‘digital’ signature. We’re seeing troubling issues with losing ‘chargebacks’ where we can’t provide a ‘wet’ signature to the CCD company. (Meaning, real ‘ink’ on real paper.) I TOTALLY understand that there are some really useful workflows where a digital signature is likely ‘fine’, but just please be aware, that there are some risks that can be a serious issue.

Having said that, let’s get you and Sean together ASAP. There may be a somewhat ‘easy’ solution for this specific workflow for you guys. There are a couple ways we can solve this for you, but likely not using a money magnet at this time.

I’ll have him reach out to you right away.

Thanks again!!!

[Master Toby Milroy]

I’m going to have Sean reach out to you, and drill into details on this.
We are building new systems for this, but I can’t give you a specific timeline on it’s completion.
In addition, it’s important to note that there is ‘always’ some fee(s) for processing CCD payments.

Services like Venmo, PayPal or Zell are amazing innovations in consumer to consumer transactions, and even in some business use cases, but, these are ‘push’ only, meaning you can’t ‘draft’ a payment from someone’s account automatically, they can only ‘send’ money at their own will.

Anytime you are drafting ‘against’ a Credit Card (or bank account), there are several ‘middle men’ involved in the transaction, and all charge a fee. There really are no ways ‘around’ that at this time.

The other alternative is to ‘pass the fee’ on to the consumer (fee forwarding), as I described earlier. For example, people who pay with a CCD will pay 3% more etc. However this too, does have some issues, but we are working on solutions for our clients.

Let’s get you together with Sean, and see if we can help with some strategies in the short term.

Thanks again for the feedback!!

Speak soon!

[Master Toby Milroy]

Yes.

We are already working on new and more sophisticated merchant solution for our clients.

However, there are some issues with ‘fee forwarding’ and some of these payment ‘aggregators’ that you should be aware of, and cautious of.

For example, some states’ attorneys general are pushing back with court cases and legislation against the ‘fee forwarding’ concept. So depending on what state you’re in, you want to be on the lookout for that. In addition, you can ONLY forward fees to Credit Cards ONLY, and NOT debit cards…even if the debit card is being used as a credit card for that transaction. (We know of schools who have been doing this inappropriately, and are putting themselves at GREAT risk).

However, even with some of these challenges, there are some solutions and options we’re integrating.

We’ll keep you in the loop on where we are with them!

[Master Toby Milroy]

I totally understand!
Thanks again for your thoughts!

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