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Master Toby Milroy
KeymasterGreat!
Sorry for the inconvenience.
The new Dashboard features require a Cache Clearing to be seen.
Hope you enjoy!
Speak to you soon!
Master Toby Milroy
KeymasterHi Susan,
I have a team member calling you in a moment….but here’s how you can solve the issue:
Please Clear Your Browser Cache.
Follow these steps:
Please let me know if that solves your issue!
Thanks!
Master Toby Milroy
KeymasterSusan,
Interestingly, there is a new “print grid” document format in testing as we speak.
I think you’ll like it!
Please stand by, I’ll let you know when this feature rolls out into ATLAS!
Master Toby Milroy
KeymasterThe “program” essentially is the ‘product’ the client is buying.
You can however, now add multiple programs per agreement, and include all the terms inline, in one agreement.
I’d recommend however, that you do NOT add the ‘same’ student to more than 1 program on 1 agreement. You’ll want to have separate legal contract language for each program. This is a MUCH more solid strategy for the integrity of your written agreements.
Master Toby Milroy
KeymasterI think the “Use Existing Buyer” or “Use Existing Student” solves this.
Please let me know if there is more to this.
Thanks!
Master Toby Milroy
KeymasterMike,
Can you expand on this…I’m not sure what you’re describing?
I’m going to close for now…please comment if this is still something to look at.
Thanks!
Master Toby Milroy
KeymasterThis has been resolved.
Please let me know if you still see any issues with this.
Thanks!
Master Toby Milroy
KeymasterYou can now find all this information in the Student Record in the “Timeline”:
Master Toby Milroy
KeymasterYou can now ‘tag’ contacts of any type, with totally customizable Tags!
Thanks!!
Master Toby Milroy
KeymasterThis is all good in the new ATLAS release!
Thanks!
Master Toby Milroy
KeymasterThis is now resolved with the new update feature.
Thanks!
Master Toby Milroy
KeymasterThe new Biz Academy has a more robust feature.
Let me know what you think.
Thanks!
Master Toby Milroy
KeymasterHey Sir!
Good News!
This issue has been resolved.
The Dash widget is now hidden when you de-select the option in Staff Permission record.
Please let me know if you see any other issue with this!
Thanks again for the thoughtful feedback!
Master Toby Milroy
KeymasterHmmm…yes, I see what you’re saying.
The list gives us the ability to configure the results that you’re looking for…and the reports currently don’t have that ability.
For now, I’d recommend that you set up the filters to show the results you’re looking for, then go to “Group Actions” and export to Excel.
There you can pop in your logo and format as you’d like.
I’ll put in a feature request to the Dev team, and see if they can add a filter to the ‘report’ in the report section.
Thanks!
Master Toby Milroy
KeymasterHi Eric,
We do provide a fair few pieces of art in the BizAcademy that are pre-produced, but we don’t provide “stock art”.
The licensing structure for stock art doesn’t allow us to provide ‘raw’ stock images to our users. (Without HEAVY fees)
We are, however, expanding our Biz Academy resources, and I’ll put an item on our list to try to include more variants and perhaps more images that we own the rights to.
Thanks!
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