12.2.6 ATLAS Build Document
Person Profile
The real highlight of this build is the ALL NEW person profile. We’ve spent numerous developer and testing hours crafting this experience. We know you’ll agree that the end result is an easy to use experience with important data close at hand and advanced information just a click away!
Profile Dashboard Stats & More
The dashboard provides at a glance information, but we didn’t stop there.
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Easily Add Notes, Appointments, & More
You can add new Notes, Appointments, and Emergency Contacts right from the profile dashboard.
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Quick Access Tabs
Tabbed menus and sub-menus allow you to view, create, and/or edit every aspect of the people in your system!
Calendar
The calendar is a vital section for every business regardless of their industry. Our team recognizes this and are working tirelessly on enhancing this area of ATLAS. This build includes many enhancements and fixes to the Calendar section. This includes the ability to add new Tasks and Appointments right from the Agenda View! Every click lost in navigation is a dollar gained in productivity!
Dashboard
The ALTAS dashboard is your business at a glance. The more clear and accurate the information displayed here the better you can run (and grow) your business! To assist our valued users, we’ve expanded our new forecasting graphs to other areas of the dashboard for a truly growth forward experience! With this change and exciting changes planned, you may not have to leave the dash at all 😉 Spend more time growing less time managing, that’s the ATLAS way.
LeadFeeder
This build has brought some very exciting functionality to the LeadFeeder web forms and will allow you to really enhance your marketing efforts. Here are the changes:
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Add Tags To LeadFeeder!
You can now add tag(s) to your LeadFeeder webforms! This will truly transform how your web form entries can connect to automation sequences. Create dedicated funnels for each page. Create awesome lead forms and trigger automations of the specific tag(s) for that form!
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Easy To Customize With CSS
(Warning nerdy content ahead) We’ve added a common class to the form fields for the adventurous users who would like to control the styling of their form in every aspect. This allows you to really create eye catching forms to match your style and site design!
General
This build includes many bug fixes and general functionality to make ATLAS better than ever. Your feedback has been amazing and really assisted our ATLAS team in crafting a truly world class management application. We’re excited to see how you can use ATLAS to grow your business!
These are awesome updates!