[Master Toby Milroy]

Hey 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!

[Master Toby Milroy]

You 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!

 

[Master Toby Milroy]

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

 

[Master Toby Milroy]

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!

 

[Master Toby Milroy]

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??

 

[Master Toby Milroy]

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!

 

[Master Toby Milroy]

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?

[Master Toby Milroy]

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

Should be all good!

Thanks for reporting it!!

 

[Master Toby Milroy]

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

Thanks again for reporting!

 

 

[Master Toby Milroy]

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!!

 

 

[Master Toby Milroy]

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.

[Master Toby Milroy]

Hey Mike,

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

I’ll keep you in the loop!

 

[Master Toby Milroy]

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!

 

[Master Toby Milroy]

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!

 

[Master Toby Milroy]

I see what you’re seeing now.

Got it….

I’ll put this on the roadmap.

 

Thanks.

 

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