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Viewing 15 posts - 121 through 135 (of 263 total)
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  • June 14, 2017 at 12:53 PM in reply to: Clone/Duplicate/Copy #1180
    Master Toby Milroy
    Keymaster

    I think I’m following…wouldn’t the “Use Existing Buyer” or “Use Existing Student” accomplish this?

     

    June 6, 2017 at 5:38 PM in reply to: Pro Shop Point of Sale #1175
    Master Toby Milroy
    Keymaster

    Hmmm….to display a description.

    Perhaps there is a place we can put a description.

    We’ve tended to shy away from “hover” notifications because they don’t really work on “touch” devices (ie. iPads etc….), but perhaps we can squeeze in a description on the tile somewhere.

    I’ll submit as a FR.

     

    (I know we’ve discussed putting a thumbnail picture of the item in the POS as well).

     

    Thank!

     

    June 6, 2017 at 5:35 PM in reply to: Clone/Duplicate/Copy #1174
    Master Toby Milroy
    Keymaster

    Mike,

    When you’re completing an agreement, you can use the button that says “Use Existing Buyer” (or student, or prospect)….but I’m guessing that might not be precisely what you mean here.

    Are you describing using the ‘same’ address (etc) for multiple family members on the same agreement?

    If so…..there is a button by the “address” field that you can click that will populate the Buyers’ address info into any number of students.

    Does this solve what you’re describing??

     

    June 6, 2017 at 5:30 PM in reply to: Prospect Automations #1171
    Master Toby Milroy
    Keymaster

    Mike,

    The “Notification” system in now in production.

    You have send “yourself” a message whenever a message goes to a prospect.

    I know that’s NOT the answer to this specific question, but a useful tool none the less.

    I’ll let you know when the email reporting mechanizms are advanced.

     

    Thanks!

     

    June 6, 2017 at 5:26 PM in reply to: Lookup function #1170
    Master Toby Milroy
    Keymaster

    Mike,

    I’m not exactly sure what you’re describing here?

    Are you describing the “Global” People look up on the top left of the application?

    June 6, 2017 at 5:23 PM in reply to: Prospects – Appointment Time #1169
    Master Toby Milroy
    Keymaster

    Mike, the fix for this rolled out a couple weeks ago in our build.

    Should be all good!

    Thanks for reporting it!!

     

    June 6, 2017 at 5:21 PM in reply to: Campaign Step Setup #1168
    Master Toby Milroy
    Keymaster

    The fix for this item is in production…all solved.

    Thanks again for reporting!

     

     

    June 6, 2017 at 5:20 PM in reply to: Billing Failure & Timekeeper Failure #1166
    Master Toby Milroy
    Keymaster

    Derek,

    As I’m sure you’re aware, it looks like the Merchant “Warning” message issue, was just an error with the actual “Warning” message…not the actual merchant processing.

    So no payments were missed etc…..just an annoying error message.

    The issue with the message is now resolved, and all is well.

     

    Thanks for the heads up!!

     

     

    June 6, 2017 at 11:15 AM in reply to: Billing Failure & Timekeeper Failure #1165
    Master Toby Milroy
    Keymaster

    Derek,

    We’re looking into the Merchant issue.

    I’ll have one of the team give you a call and walk you through the TimeKeeper issue. It’s likely that you’re browser updated, and it’s blocking Flash. You have to ‘re-enable’ flash for that component.

    Stand by.

    June 1, 2017 at 5:48 PM in reply to: Pro Shop Receipts #1163
    Master Toby Milroy
    Keymaster

    Hey Mike,

    There is not today…but we do have that feature on our Dev roadmap.

    I’ll keep you in the loop!

     

    May 18, 2017 at 10:15 AM in reply to: Greeting Card Preview #1160
    Master Toby Milroy
    Keymaster

    I see it.

    We’re converting the CommHub into the new ATLAS application as we speak, and it will include an all new templating system.

    Stand by, I’ll let you know when that rolls out. (Likely in a few weeks)

     

    Thanks!

     

    May 18, 2017 at 10:13 AM in reply to: Pro Shop Group Edit #1158
    Master Toby Milroy
    Keymaster

    Yeah..got it.

    We’re going to be converting “all” the list pages to the same structure as the student list. This will address this issue.

    It’s on the roadmap.

     

    Thanks!

     

    May 18, 2017 at 10:08 AM in reply to: Prospects Display #1157
    Master Toby Milroy
    Keymaster

    I see what you’re seeing now.

    Got it….

    I’ll put this on the roadmap.

     

    Thanks.

     

    May 18, 2017 at 10:00 AM in reply to: Lookup function #1155
    Master Toby Milroy
    Keymaster

    I’m not exactly sure what you mean bu this.

    Can you walk me through a use case?

    Thanks.

     

    May 18, 2017 at 9:59 AM in reply to: Column Chooser #1154
    Master Toby Milroy
    Keymaster

    Nice.

    Yep, we’re going to add that….it’s on the roadmap.

    I’ll let you know when it rolls out!

     

    Thanks!

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