[Master Toby Milroy]

Thanks for the suggestion.

In fact, Yes.

It’s already in our development roadmap to include a tab on the person profile to ‘hold’ their payment method, basically a virtual ‘wallet’.

Currently the “agreement” is the centerpiece of the payment strategy…..but we’re going to be expanding that a LOT over the next few months.

I can’t give you a specific estimate of ‘when’ we’ll be ready to roll it out, but its a high priority for us.

 

Thanks!!

 

[Master Toby Milroy]

Yeah….unfortunately, the software that runs the “Digital Persona” technology is a Microsoft product, and they don’t want to play nice with Apple 🙁 .

Interesting feedback on the iPad……few have a lot of clients that use that for check in.

I’m looking at mine right now, it seems that if I type 3 letters or so, I can see 3 results before the keyboard gets in the way (depending on how many ‘styles’ the student is in.)

Is that what you’re seeing too? (I’m using a iPad Air 2)

I think we could tweak that a bit to be able to see more (at risk of the ‘check in’ buttons being ‘closer’ to each other, perhaps creating more potential for a student to check in the wrong person….)

Let me take a closer look at that and see if there are ways to show more.

 

Anyone else have this issue, or would like to ‘vote’ this one up??

 

Thanks all!!

 

[Master Toby Milroy]

Mike,

You might need to walk me through specifically where you’re describing this.

I will submit though (although I don’t really know if this is your concern or not), having a contact record open in a new tab CAN cause some serious issues. (Again, I’m not sure if this is relevant…..)

If you have 2 different contacts open in 2 different windows, there is a possibility that if you update 1 of the records, but go ‘to’ the other record and do some action, you may get cross data ‘contamination’.

Some variable live in ‘session memory’ and this can sometimes cause ‘bad’ things to happen under some conditions.

Please point me at exactly where you’re seeing the issue, and I’ll see if there is a way to accomplish smoothing it out.

 

Thanks!

 

[Master Toby Milroy]

I understand.

These evolved at different times, and right now, are not connected.

I think we can get the list for “Buyers” to also include the students associated….(although in some cases, you’ll have multiple “students” per buyer) but I think it’s a valid concern.

 

Thanks!

 

[Master Toby Milroy]

I see what you mean on the phone sheet….Currently there isn’t a way to ‘populate’ that sheet if the person is already in the system.

That’s a good suggestion….I’ll put that on the board, but also take a look at the “prospect” section.

If you ‘create new’ prospect, you’ll be able to search for any existing person, and add to their existing record. This MIGHT solve what you’re trying to do….

Let me know if that get’s you where you need to be.

 

Thanks!

 

 

[Master Toby Milroy]

Oh….I’m also moving this post to the tech support forum instead of the feature request forum.

Thanks again for the feedback!!!

 

[Master Toby Milroy]

Mike,

 

I’m not 100% sure what you’re describing….but please check now, I think you’ll find it’s now exporting the list you’re seeing.

Let me know if you see anything odd.

Thanks!

 

[Master Toby Milroy]

Hi Semmiesm –

Yes!

In fact, we’re going to be rolling out a “tagging” system, where you can tag people however you like.

I’ll keep you in the loop on when this will be in the wild….we’re shooting for Q1 2017.

Thanks and keep the great feedback coming!

 

[Master Toby Milroy]

Hi Mike!

We’ve got this solved for you.

We went ahead and uploaded the pics for you.

I’ll have one of the team followup with you and show you what we did.

 

Thanks!!

[Master Toby Milroy]

 

Hi Mike!

It looks like this is a “legacy” issue with ONLY the “preview” function.

The “old” email templates render differently…and we’ve not yet updated the Preview engine.

I’ve tested the template above….If you pop that HTML into the “source” section….then Click the “Source” button again…..you can then edit the text, or enter other “objects” using the editor….and send that message to yourself….you’ll see that it renders well in your browser (either desktop or mobile).

Send yourself a test…and I think you’ll see what I mean.

Looks pretty good.

We have a BUNCH of these templates on the way…and we’ll have a new gallery as well.

Excited!

 

Thanks!

 

 

[Master Toby Milroy]

Hi Mike!

This is an interesting observation.

I’m going to look at this…I think if we gave you BOTH the Buyer and the Student, you could then choose whom you’d like to communicate with….

I need to look at how this is structured in the database, and I’ll let you know if we can make something like this happen.

Thanks for the great feedback..and let’s see if other folks like this idea too!

 

Please vote!

[Master Toby Milroy]

Hmmm…..seems like something isn’t right here.

I’ll have the team take a look.

Thanks for the heads up!

Stand by.

 

[Master Toby Milroy]

Hi Mike!

In fact – YES (pretty soon)!!!

We’re going to be converting ALL the “list” pages to the new customizable grid.

In fact, we’re going to be creating a bunch of new ones as well!

You’re thinking the same way we are!

I’ll let you know when we convert this one.

 

Thanks for the feedback!

 

• This reply was modified 8 years, 10 months ago by Master Toby Milroy.

[Master Toby Milroy]

Hey Mike!

I see what you’re describing in your application.

I’m “guessing” that there may be something strange with some of these files. Could you please send me a few of the pictures that are not displaying……I’ll have the team figure out why some of them are not displaying.

Thanks!

 

(And, showing them on the POS is a great suggestion….I’ll add that to our development roadmap)

[Master Toby Milroy]

Anissa!

There is an update on this!

All these “print” reports now have customizable titles.

Click the “Ending Soon” Item -> Group Actions ->Print “X#” Records->(In the top right corner of the print preview there is an “Edit Title” Link…..Click that – You can make the title whatever you like!

 

 

 

[Author]

Posts