New Atlas UPDATE! – Version v12.1.14 – Overview

[Master Toby Milroy]

Hi There!

Yes!!!

I agree!

We have a plan on our roadmap to allow you much more ‘granular’ control over what appointments are displayed on the forms. I can’t give you a concrete sense of when we’ll roll that out, but it is on the near term roadmap.

There MIGHT be some ways you can achieve what you’re trying to do with a little code, and my team might be able to help you. Let’s get you on the phone with one of our tier 3 folks, and see if we can solve this for you.

I’m not sure it’s possible, kind of depends on some details I’m not sure of, but let’s take a look and see if there is a workaround for the time being.

I’ll have the team reach out to you, and set something up.

Thanks!!

[Master Toby Milroy]

Hi There! It’s a great thought!

However, today, it’s not ‘possible’ to send video ‘inside’ an email message. This is not a restriction that ‘we’ have, but a global issue with email in general.

 

However, there are several possible alternatives.

1 – You can include a “Gif” (animated if you like), or “Jpeg” (or other image format), for example a ‘screenshot’ of the Video, that then ‘links’ to the actual video on your website…so when an email recipient clicks that email (I like to put a big “Play” button on the Image), they will be redirected to the video on your site.

Here are a couple FREE online tools you can use to do some of this:

Create Animated GIF from Video:
https://imgflip.com/gif-maker

Put Play Button on Images:
http://addplaybuttontoimage.way4info.net/

 

2 – You can put any other type of “link” in your email. For example something like:

->Click Here to Watch<-

Check out the video, and let us know if you have any other questions!!

 

Thanks for the feedback!

 

 

[Master Toby Milroy]

Great!

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]

Hi 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:

How to Clear the Browser Cache

 

Please let me know if that solves your issue!

 

Thanks!

 

[Master Toby Milroy]

Susan,

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]

The “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]

I 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]

Mike,

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]

This has been resolved.

Please let me know if you still see any issues with this.

 

Thanks!

 

[Master Toby Milroy]

You can now find all this information in the Student Record in the “Timeline”:

[Master Toby Milroy]

You can now ‘tag’ contacts of any type, with totally customizable Tags!

Thanks!!

 

[Master Toby Milroy]

This is all good in the new ATLAS release!

Thanks!

 

[Master Toby Milroy]

This is now resolved with the new update feature.

Thanks!

 

[Master Toby Milroy]

The new Biz Academy has a more robust feature.

Let me know what you think.

Thanks!

 

[Master Toby Milroy]

Hey 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!

[Author]

Posts