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Upgrade Alerts

Upgrade Alerts give you a quick snapshot into the power and diversity of the Streamdesk CMS / CRM platform, it also shows you how it is constantly adapting to changes in thinking and technology.

Document Management System

New Document Management System has now been added

Allows you to:

  • Create Folders
  • Add Title, Description, Keywords to Files
  • Give access to your Contacts - Based on the Contact Type Access Layer
  • Upload one or many files directly into Folders or Access Layers or Both
  • Works with your existing files
  • Can be added or maintained dynamically

 








Tools Added

You will see a Tools dropdown replacing buttons - this will allow us to add more functionality per page. Just Click on the down arrow next to tools and see a whole range of new options.

 

 








Added CRM Functionality

Click on any of your contacts - you will now see a CRM tab.

This is filled with the tasks and appointments which you make with your clients

 








Tasks added to My Calendar

Check out your Personal Calendar - it can now hold your tasks for the great. Excellent for organising your workflow.

 








Adding New Contacts and Products made easier

Now when you add a new Contact or Product you can add all of the items necessary with one click.

Prior to this improvement you had to add a new product/contact and then go back into it to add the images/attachements/notes etc etc

 








Multiple Content Items

You can now create multiple content items which link to PDF's, powerpoints, word documents etc in one click

 

 

 

  • Just Click on the button "Mutiple **Item Name** Creation"
  • Drag and drop your files into the Dropzone
  • Click done Uploading
  • New Content items are now created - linking directly to the files uploaded
  • Edit the Content items to change the heading etc with the correct data
  • Click on "Publish Online" to allow the website to view it







Attendance Tracking

 For all companies using our Events module there is now a tab in the contacts that allows you to keep track of the events that the person has attended.








Print Web Enquiries

You can now print the web enquiries to a pdf, just go to the Web Enquiries report and click on the PDF icon in the right hand column








Viewing Unread Emails

You can now view your unread emails only, just click on View Emails by Action and Click on - View UnRead Emails 








New Email Actions

 

When reading emails you can now create appointments, tasks and send SMS to that contact while in that particular email. Just click on the icons as below.

 

 

 

 








Refreshing your page

 

Most people use the F5 button or the Browser refresh to refresh your page. Streamdesk now dynamically loads pages so if you refresh this page you will be redirected to your first page, to properly refresh your page use the refresh button in your My History.

 

 








Calendar and Task Alerts

 

When you log in to Streamdesk you will notice a popup box opens in the bottom right corner. This tells you your appointments and tasks for the day.

 

 

 

You can switch these alerts on and off in your profile

 

 

 








184 records found: Showing record 169 - 180  First Page< Prev 1213141516Next >