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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.

Announcing Contact Field Builder

 

The new Contact Field Builder allows you to create as many fields as you need for your Contacts. You can now store any type of data against your Contacts.

Never be constrained by predefined fields again!

 

 

You can set up:

  • Single Line Text 
  • Multi Line Text
  • Date fields
  • Images
  • Select Boxes
  • Radio Buttons
  • Checkboxes

 

 

 

You can:

  • Reorder your Data fields using drag and drop
  • Add Choices for Select, check box fields
  • Add as many data items as you want

 

View Your Contacts New Data in the "Info" Tab

 

 

 








Menu Builder gets Access Levels

 

The menu items on your website which are displayed can now be controlled by the contact types which the user who logs in holds.

 

 


 

To do this:

  • Click on the Menu Item

  • Then click on the Access Tab

 

Leave the menu item unchecked then this menu item is visible to the public

Otherwise it will only be visible by these contacts who hold that contact type

 

 








Newsletter Open Rates are now calculated

 

A good open rate is the key to a good newsletter campaign. We now show you a quick snapshot to give you a good idea of how you are going.

 

 

 

If you would like to improve your open rates, please contact us for ideas.

 

 

 

 








StreamDesk now in SSL

 

Check your address bar - StreamDesk now has the green padlock. We are now running in Secure SSL mode

 








Additional Import and Export Fields

 

Exporting and Importing Contacts is essential to transferring data from and to other platforms.

For all users on our organisation management platform we have added more fields to make the transition easier.

  • Membership Join Date
  • Membership Expiry Date
  • Title
  • Known as
  • Gender
  • Work Phone Direct
  • Alternative email 1
  • Alternative email 2
  • Members Date of Birth
  • Spouse Firstname
  • Partners Last Name
  • Partners Date of Birth
  • Wedding Anniversary
  • Classification

 








7 Great New Skins for your Club/Organisation Website

 

Are looking for a new look for your website to see in the new financial year? If you are using our organisation/club management platform we have added 7 mobile enabled skins to our template library. Have a look through our templates and contact us if you would like one enabled. Setup costs are very low and the effect is high.

 

All skins have the ability for you to choose what you want to publish and where you want to publish it. You even have the ability to run multiple websites using different skins on the same database... Now that's smart.

 

      1. Plus All

      plusall.streamclub.com.au

 

      2. Royal Deluxe

      royaldeluxe.streamclub.com.au

 

      3. Stream Default

      streamdefault.streamclub.com.au

 

      4. Dark Elegance

      darkelegance.streamclub.com.au

 

      5. Striped Friend

      stripedfriend.streamclub.com.au

 

      6. Ultra Light

      ultralight.streamclub.com.au

 

      7. Box Line

      boxline.streamclub.com.au

 

 

 

 

 








Drag and Drop Sorting on Your Content Items

 

You can now use "Drag and Drop" to re-sort your content items.

  • Just hold your mouse button down over the Content item
  • While holding your mouse down move the Box to where you want the Content item to be
  • Release your mouse button
  • The items are now resorted

 

 








Contact Type Grouping

"Contact type groupings" is a new way of grouping your contacts and contact types.

This process can be used for a variety of purposes for your contacts:

  • Lead Generation
  • Contract Negotiations
  • Location grouping
  • Categorising skills
  • Member management
  • etc

Or any type of category that you would like to group a contact by. The groups can be used as stages that a contact goes through or just plain grouping of similiar contacts. The uses for these groups are endless.

 

Step 1: Create your Contact Group

  • Go to the Contacts Menu and click on Contacts Type - Group
  • Click on Add New Contact Type Groups
  • Add the name, choose an icon and click update

 

 

Step 2: Allocate your Contact Types to Groups

  • Go to the Contacts Menu and click on Contacts Type
  • Choose the Group which you want to Allocate it to in the Dropdown Box next to the Contact Type

 

 

Now You can update your Contacts based on the Groupings

 

  • Open your Contact
  • Click on the Groupings Tab
  • Choose your types and Press Update

 

 

 

View and Sort All your Contacts Based on the Groupings

 

 

 

 

Send Newsletters to your Contacts Based on the Groupings

 

 

 








User Contact Management expanded to cover Newsletters

 

 

You can now restrict the access that Employees get to Newsletter Distribution lists.

In the Employee set ups – there is a new tab called “Contact Administration”

You select the contacts types and states which that employee has access to sending newsletters to.

Then that employee is only allowed to send newsletters to contacts within those specific contact types and states.

The below image shows a User who is only allowed to send newsletters to Contacts within the "Customer" Contact Type within the states of ACT, NSW and Nortern Territory.

 








Bulk Upload your Events

 

You can now upload your events from a CSV file.

This means you can simply upload your events from past, present and future events using a csv file.

Steps

  1. Go to your Events list
  2. Click on Import Events at the top
  3. Follow the template, the template csv which is quite simple can be found here
  4. Just add your events to those lines in the CSV files, save the file on your desktop
  5. Click Choose File then Import File

 

 

 

 

 

 








Contacts Access Layer - State Based

 

 

You can now restrict the access that Employees get to Contacts based on their State.

In the Employee set ups – there is a new tab called “Contact Administration”

You select the states which that employee has access to. Then that employee only gets access to those contacts within those specific states.

 

 

 

  • This Employee can now only see and edit Contacts whose address resides within "Victoria" - either Personal or Company address.

 

Default is all access.








Bulk Upload your Event Attendees

 

You can now upload your event attendees from a CSV file.

This means you can simply upload your attendees from past, present and future events using a csv file.

The attendees are attached to your contacts database, giving you the ability to store correct historical records about attendance. Send newsletters, sms, produce reports etc based on these attendance.

Steps

  1. Go to your Events list
  2. Click on Import Attendees in that Events line
  3. Follow the template, the template csv which is quite simple can be found here
  4. Just add your attendees to those lines in the CSV files, save the file on your desktop
  5. Click Choose File then Import File

 

 

 

 

 

 








124 records found: Showing record 1 - 12    12345Next >Last Page