We’ve done a lot of improvements to StudioCloud Desktop with this new update and we want to make sure you know about them. Below is a list of the changes that have been made in the latest StudioCloud Desktop update.
1. We have improved the agenda widget on the overview page. We renamed agenda to “Time Sensitive Items” and added in leads, orders, and a tasks tab to the widget. Only items with a pickup date are shown in the tabs.
2. You can now change the agenda day to view the events for any day.
3. Leads/Prospective Customers now have an event type and estimated date field to help you manage your leads better.
4. Workflow has been substantially improved. Previously the product pipelines and order pipelines were created and managed on the same page. That was confusing. As such the product pipelines is now available on the Products page under Point of Sale. The Workflow page still contains the order pipelines. We have also added in a service pipeline as well on the Services Page page under Point of Sale.
5. We have also added in a default pipeline checkbox to both the product pipelines and order pipelines. If an order default pipeline checkbox is selected any order that doesn't have a pipeline assigned to it will automatically be assigned the default pipeline. Likewise for product pipelines. This should speed up the workflow process.
6. We have renamed Task Lists to Categories and added in an individual task view on the Tasks page under Workflow. The individual task view allows you to see all of your tasks and filter them by categories.
7. We added a New Task button to the quick task window.
8. We also added in a Import from ICS (calendars) button on the Agenda Page under Calendar. This will import calendar appointments from third party calendars.
9. We added in a Last Modified By and Last Modified Date column under the View Columns button under invoices. These columns show who last edited the invoice and when it was last edited.
10. We added in a Select a Date Range to the Print Time Card Report for those studios who want to see all of the time card entries for a given time period outside of the Pay Periods Range.
StudioCloud. It’s just that easy
Showing posts with label overview. Show all posts
Showing posts with label overview. Show all posts
Saturday, December 6, 2008
Thursday, April 17, 2008
Changes to Overview Graph
One of the changes in last night's update was to the graph that appears in the Overview section of the Basic and Professional Suites. There have been many questions regarding the graph and it was decided that the information it displayed was simply not intuitive enough. The graph now displays two columns that are labeled Sales and Income. The Sales column is calculated by summing the totals of all of your invoices from the first of the month until now. The Income column is calculated by summing the total payments received on Invoices from the first of the month until now.
If you have any questions about the changes to the graph, please let us know through the Feedback section of any of the StudioCloud products.
If you have any questions about the changes to the graph, please let us know through the Feedback section of any of the StudioCloud products.
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