[Master Toby Milroy]

Ok…I see our team now understand what you’re seeing….

We’ve got some folks taking a look to see if we can replicate.

Stand by!

 

Thanks!

[Master Toby Milroy]

Hi There!

This is a great feature that is already in ATLAS!

Go to the Student List, and click the student’s “Timeline”. (You can find the “Timeline” button in the List AND in the Student Profile Page!)

There, you can sort ‘events’ in that students’ history, like promotions, emails sent, sms messages sent etc etc!

 

 

 

I think you’ll like it!

Let me know your thoughts!!

 

Thanks!

 

[Master Toby Milroy]

This 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.

 

[Master Toby Milroy]

Hmmm…..can you tell me which Program you were selecting?

 

PS: I’m moving this to the Tech Support Forum rather than the Feature Request.

 

[Master Toby Milroy]

Hi 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.

[Master Toby Milroy]

Ahhhhhh!!!

I See!

So a “Use Buyer Address Information” “button” would be useful there.

Got it!

I’ll put it on the roadmap.

 

Thanks!

 

[Master Toby Milroy]

Yep…

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!

 

[Master Toby Milroy]

Mike,

I believe this is resolved.

Please let me know if you’re still having issues.

 

Thanks!

 

[Master Toby Milroy]

You 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!

 

[Master Toby Milroy]

Hi 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!

[Master Toby Milroy]

Got a search function on the sidebar now.

Should solve!

[Master Toby Milroy]

There is a ‘search’ box on the front page that searches “all” the content.

Home

I’ll see if we can get that on the forum pages too.

 

[Master Toby Milroy]

Hmmm…I’m getting notifications….Please check your spam box…let me know if you’re not seeing them there.

 

[Master Toby Milroy]

Hey Mike!

Yep, we’re going to update the lookup feature.

It’s on our roadmap!

 

[Master Toby Milroy]

Hmmm…..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??

[Author]

Posts