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Master Toby Milroy
KeymasterThis seems very strange.
I’m going to have one of our Tier 3 folks give you a call, and see if we can figure out what’s happening.
Stand by.
KeymasterHmmm…..can you tell me which Program you were selecting?
PS: I’m moving this to the Tech Support Forum rather than the Feature Request.
KeymasterHi Sir!
Our dev team has looked at your case, and it seems that you may be choosing a “Style” that has had the “Program” associated – Deleted.
2 Easy solutions….
Go to your recycle bin, and “restore” the Program. (But I’m assuming you deleted it for a reason)
Or go to the new program that you want to use (in School Set Up), edit the program and select the “Style” you want to be associated from the dropdown.
If you need any help with this, feel free to give our team a buzz: 1-800-275-1600.
PS: I’m moving this to the “Tech Support” forum instead of feature request.
KeymasterAhhhhhh!!!
I See!
So a “Use Buyer Address Information” “button” would be useful there.
Got it!
I’ll put it on the roadmap.
Thanks!
KeymasterYep…
We’re actually about 80% through an entire renovation on that area.
I’ll keep you in the loop on where we are!
Thanks again!
KeymasterMike,
I believe this is resolved.
Please let me know if you’re still having issues.
Thanks!
KeymasterYou can set up the custom fields in the “School Set Up” section.
(Left Navigation -> SetUp ->School SetUp -> Right Column, About Half Way Down the Page is “Defaults” -> Custom Labels)
There you can define (currently 3, but in the future MANY more) Custom Labels (Fields).
Now, as of “today” there is not a way to use them in Automation Emails (yet).
We’re working on a BIG Marketing Auto/Comm Hub renovation right now that will allow these fields to be available, and add a TON more configureability to the Comm ‘area’.
Please stand by…I’ll keep you in the loop on it’s development!
KeymasterHi Sir!
Thanks for the feedback.
We’ll definitely put this feature request on the roadmap.
We currently don’t have an import feature for sales/transaction, because our system assigns sales to “products” and people, which would require all those datapoints to ‘match’ and updating many pieces of data at the same time.
We’ll certainly put in in the “hopper” and have the team take a look!
You MIGHT consider, as a work around, entering a few “totals” as new sales to get your numbers ‘right’, depending on how granular you need your reports to be.
Our team would certainly be able to help if you like!
KeymasterGot a search function on the sidebar now.
Should solve!
KeymasterThere is a ‘search’ box on the front page that searches “all” the content.
I’ll see if we can get that on the forum pages too.
KeymasterHmmm…I’m getting notifications….Please check your spam box…let me know if you’re not seeing them there.
KeymasterHey Mike!
Yep, we’re going to update the lookup feature.
It’s on our roadmap!
KeymasterHmmm…..I’m not seeing exactly “where” you’re encountering this.
Can you walk me though the “clicks” that you’re making to get to this screen, or perhaps take a screenshot??
KeymasterHey Mike!
Once again, we’re on the same wavelength.
We’re going to be converting the way this is handled into a “wallet” system, where you can manage the payment info “separate” from the person info.
Unfortunately, this is a VAST re-work of the back end of the application, so it’s a more “mid-term” goal. Can’t really give you a timeline.
However, we’re in the process (right now) of an all new agreement form that will give you a lot more flexibility….I hope to hear your thoughts when it rolls out.
More to come!
KeymasterYou bet!
Don’t “miss” the fact that you can set these notifications up for anyone in the DBase, or any “other” email you just type in….for example, you may want to notify a fulfillment company to send a letter, or postcard or package etc!!
It’s pretty cool….with some even cool-er stuff to come!!
Glad you like it!
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