- Group operations have been added to quickly convert clients, prospective clients, and leads to a different client type.
- Group operations were added to quickly select clients, prospective clients, and leads that are linked to an active job or are not linked to an active job.
- Group operations were added to create jobs for clients, prospective clients or leads as well as to set the initial job pipeline when the job is created.
- Job pipelines and job pipeline deadlines have been added to the leads table
- Job pipelines have been added to the edit client, prospective client, and leads window.
- If the job pipeline is selected from the client, prospective client, or lead window then a new job will be created if one doesn't already exist.
- Jobs can now be marked as completed from the edit job window instead of just from the group operation jobs table.
Tuesday, September 15, 2015
Feature Update: Jobs
With the latest release of StudioCloud, version 3.1.290, there have been additional features added to jobs. Those features are listed below.
Monday, September 14, 2015
Feature Update: Setup Wizard
With the latest release of StudioCloud, version 3.1.290, the setup wizard has been updated to include new samples which can be used to quickly setup a new business in StudioCloud or to add additional features to an already existing business.
The new samples contain the following items:
The new samples contain the following items:
- Email Templates
- SMS Text Message Templates
- Job, Event, and Invoice pipelines
- Calendar Types and Calendar Sub-Types
- Contract examples
- CloudAlert email and text message reminders
- CloudForms sample forms
Additional samples will be coming in the future and will receive a new blog post when they are released.
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