In this release, we’re including 134 new features, enhancements, updates and fixes!
MANY of these Feature Enhancements are a DIRECT result of feedback from YOU….our TOTALLY AWESOME users!!
People List Updates – Unified People List (You can Slice and Dice ALL Your Contacts, Students, Prospects….Everyone, Any Way You Like!)
All New “MaBiz Academy” – Overview:
All New “MaBiz Academy” – More Detailed
All New Agreement List
Add Multiple Programs per Agreement
Add/Remove Tags in Agreement
New – Appointment “Types” Feature
Phone Sheet Enhancements
Person Profile – Tag Widget
New “Testing” List
Print Student “TimeLine” Function
Other Features, Updates and Enhancements
- All New MA Biz Academy
- All New Agreement List
- Agreement Form – Ability to Select Individual Programs per Student
- Agreement Form – Ability to add and remove tags from person while creating an agreement
- Agreement Form – Updated panel logic to catch potential user errors and direct them to the appropriate section to address
- Agreement Form – Several UI tweaks and enhancements for mobile responsiveness
- Agreement Form – Several UI tweaks and enhancements for intuitiveness and usability (Today’s Payment to “Down Payment” etc.)
- Agreement Form – Payment types with in Invalid CCD number could in some cases create an error while changing the agreement to cash. This is now resolved.
- Agreement Summary Page – Text updates and layout for mobile responsiveness and usability
- Agreements – Terms and conditions in ALL CAPS were causing layout issues in printed agreement, this is now resolved
- Agreements – Some tags with special characters were causing issues in the agreement saving process, this is now addresses (special characters are limited at the point of tag creation)
- Block Billing Agreements – Upgrading a block billing agreement would sometimes miscalculate the total number of classes available in the ‘new’ agreement. This is now resolved. Upgrades will REPLACE the classes available, RENEWS will ADD to the total classes available.
- Agreement List – Updated to the new list format with new columns, filters, sorts, saved views and more!
- Phone Sheet – Ability to add and remove tags from person while entering a new prospect
- Phone Sheet – Validations updated to allow “+” notation on email addresses
- Phone Sheet – You can now add a prospect through the phone sheet with only 1 datapoint (ie. “Only” a name, or “Only an Email Address” etc…..)
- People List(s) – Selecting “No Tags” and “Have Tags” retuned no results, not returns ‘all’ results
- People List(s) – Several UI/UX updates and enhancements for more intuitive use
- People List(s) – Added “Promote” functionality to People List
- People List(s) – Query optimization for faster result returns
- Person/Prospect Creation – Ability to add and remove tags while creating a new person/contact/prospect
- Person/Student/Buyer Profile Page – New tag widget included
- Person/Student/Buyer Profile Page – New appointment widget added
- Person/Student/Buyer Profile Page – You can now “Print” the student Timeline
- New Customizable Appointment “Types” – You can now create your own ‘types’ of appointments (ie. Intro 1, Intro 2, Black Belt Club Conference etc….)
- ProShop – UI/UX Updates for more intuitive use (Refund Inventory Notice, )
- Dashboard Birthday Widget – Update to the search filter
- Testing List – Updated to new People List with all promote features added
- Check In – Updated button layout for better responsiveness when student has multiple programs, ranks, styles and/or classes
- Tag “Category” functionality added
- New Tag “Widget” in School Set up – Shows Tag, Tag Category, and Date/Time Tag Created
- uBill – You can now set a “Late Fee” number of days for uBill Accounts. (School Set Up) – This is for Display on the agreement – however at this time, these late fees are NOT automatically applied to the payments in uBill.
- eRequest – Warning labels – eRequest for AMS Full Service Billing accounts etc…
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