Update: CloudForms

With the latest version of StudioCloud we have added quite a few new updates and improvements to the CloudForms. Make sure to get the latest update when launching StudioCloud or go under Settings and click on 'check for updates'. Please note that current customers will not be affected by any of the changes unless they edit the form.

For those of you who don't currently use CloudForms, they can help you collect important information before an appointment, capture and convert leads, and gives you the ability to have your clients digitally sign contracts. 

The CloudForms have been updated to support fonts, font colors and text box colors. Below are sample contact us forms with different font and color setups. The forms with the white background are transparent, so if you embed them in your website the background color will be the same as your website.

The CloudForms form creation interface has also been updated to support dragging and dropping of components to sort them. Below are examples of the clicking to sort method and the dragging and dropping to sort method. Both methods are now supported.

Dragging and dropping to sort

Clicking to sort

Here is a complete list of the new and updated CloudForm features in the latest version of StudioCloud:

• User Interface Changes
• The addition of descriptions in the form creation interface to answer common questions.
• The fields management section in a form now has the entire window space height to make it easier to sort and organize the fields.
• The fields in a form now support drag and drop reordering as shown above.
• The client fields now tell you where the information will be saved in StudioCloud. For example, the first name field tells you when you create or edit a component that the information added to the field will be added to the client first name field in StudioCloud.
• Customer facing form changes
• The forms now support choosing from 14 different browser supported fonts
• The forms now support changing the form text color either by selecting the color from a list or by entering an html hex color.
• The forms now support changing the input form background color either by selecting the color from a list or by entering an html hex color.
• The label field has been updated to support two different widths
• A line break field has been added in to support spacing in the form.
• An html link option has been added in allow the client to click on a link and have it open a new tab. 
• This is useful for situations where you want the client to view a page such as your terms of use policy but you don't want the client to leave the form.
• An html link option has been added in to allow the client to click on a link and the client will leave the form and go to a different webpage. 
• This is useful if the client is filling out the wrong cloudform and you need to have them leave the form and go to a different web link.
• The 3 new custom fields in StudioCloud are now supported in the CloudForms.
• To receive this feature please update to the latest minor release by going to settings and clicking on the "show major and minor releases" then clicking update.
• Actions after the client fills out the form
• The forms now support having a client automatically tagged when they fill out a form for future marketing purposes.
• The forms now support having a client pipeline automatically assigned to a client for lead tracking. Client pipelines must be enabled to view this option when creating a form.
• The forms now support selecting whether a client will be added to StudioCloud as a client, prospective client, or lead

New: Setup Wizard

Setup Wizard

StudioCloud has added a new Setup Wizard which steps customers through the setup process step by step.

If you are a new StudioCloud customer the setup wizard will automatically open the first time that you login. If you are an existing StudioCloud customer you can open the setup wizard by going to settings and clicking on the "Setup Wizard" button.

Feature Update: Pipelines

Pipeline Updates

Note: The following changes do not affect current customers with the only exceptions listed under "Current StudioCloud Accounts".

New Features

StudioCloud has added in the ability to hide and show different types of pipelines depending on how your business manages its workflow.

Changes To Current Features

Previously, StudioCloud allowed client pipelines, event pipelines, and invoice pipelines to be displayed as an option for a project. To reduce complexity StudioCloud now only allows new pipelines to be attached to their respective resource. Below is a breakdown of the new changes.

• Project Pipelines are only used to track the status of a project
• Client Pipelines are only be used to track the status of a client. 
• Client Pipelines can no longer be used to track the status of a project
• Event Pipelines are only be used to track the status of an event.
• Event Pipelines can no longer be used to track the status of a project
• Invoice Pipelines are only be used to track the status of an invoice.
• Invoice Pipelines can no longer be used to track the status of a project
• Job Pipelines are only used to track the status of a job.
• Task Pipelines are only be used to track the status of a task.

Current StudioCloud Accounts

If a StudioCloud account already has a pipeline workflow in place the above changes do not apply. In other words, current StudioCloud accounts are unaffected by the above change except for in the following exceptions:

• If a current customer is not seeing their preferred pipelines they need to go to the link below and enable their pipeline
• If a current StudioCloud account creates a new pipeline the above changes apply.
• If a current StudioCloud account needs to edit an existing pipeline the above changes apply.
• They will simply need to change their client, event, or invoice pipeline to be a project pipeline

StudioCloud Tutorials

Click here for instructions on how to enable or disable Pipelines.

Click here for instructions on how to setup your workflow.

Feature Update: Tags

Client And System Tags

StudioCloud has previously offered a system to track clients, events, invoices, bookkeeping, projects and tasks using tags. With the latest update of StudioCloud still offers the exact same solution but we have conceptually divided the tags into two different categories. Client Tags and System Tags. Below is a definition for both of them.

Client Tags: Client tags are used to group clients for various reasons such as marketing purposes, quickly contacting them by email or text, reporting purposes, etc. Clients support unlimited tags.

System Tags: System tags are used to group resources such as events, invoices, bookkeeping, projects, and tasks for reporting purposes. A combo box with the label of tag is shown when system tags are enabled. Resources only support one system tag per resource.

By default a new StudioCloud account will have the system tags disabled to reduce the initial complexity of the StudioCloud program. Current StudioCloud accounts will, by default, have the system tags enabled.

Click here for a tutorial on how to enable/disable system tags.

New Feature: Custom Fields

Custom Client Fields

StudioCloud now supports up to 3 custom client fields in the new and edit client window. These fields can be used to store any information regarding a client that you want. In addition, the client fields label's can also be renamed. For example, if you want to save a client's fax number you could rename the "Custom Field 1" to be "Fax" and then record the fax number.

The Custom Field's are also display in the client tables as well but must be first selected from the "View Columns" menu option.

Click here for a tutorial on how to customize the client fields.

New Feature: Custom Client Windows

Custom Client Windows

StudioCloud now supports customizing the client, prospective client, and lead windows to display only the fields that you use. The above image shows a few sample examples of new client windows that have been customized. 

Click here for instructions on how to enable/disable the client fields.

Adobe Air 20 Update Issue

The latest version of Adobe Air, version 20.0.0.204, has caused a few StudioCloud Mac users to not be able to open StudioCloud. If, after updating to this version, you can no longer open StudioCloud please follow the instructions below. Please note that if you have not updated to this version of Adobe Air we recommend only updating when you have some down time in case you encounter this issue.

The quick fix to this problem is to update to a version of StudioCloud that you do not currently have installed.

Here is a link to the latest major release of StudioCloud.

http://studiocloud.com/product-updates/studiocloud-desktop-3C/StudioCloudDesktop.air

Here is a link to the latest minor release of StudioCloud.

http://studiocloud.com/product-updates/studiocloud-desktop-3B/StudioCloudDesktop.air

If you are unsure which version you have installed we would suggest first downloading the minor update to see if it resolves your issue. After you run the update it should present you with a window that says "Update". If you see a window that says "Run Now" then that is the version that you currently have installed and you will need to download the other version to resolve this issue.

For some users after updating they are receiving an error message regarding an invalid certificate. If you receive that message then you will need to uninstall StudioCloud and reinstall StudioCloud.

Assuming you are on a mac computer you can uninstall StudioCloud by dragging it into the trash can and erasing it. After it has been erased you can reinstall StudioCloud from the following link.

http://studiocloud.com/product-updates/studiocloud-desktop-3C/StudioCloudDesktop.air