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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.

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

 

 

 

 

 

 








Contacts Access Layer

 

 

You can now restrict the access that Employees get to Contacts.

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

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

 

 

 

  • This Employee can now only see and edit Contacts within the "Speakers" grouping.
  • The Employee can only add contacts to that grouping as well.

 

 

 

Default is all access.








Announcing StreamTix

 

Want more SEO and better promotion for your event?

 

You can now publish your event to our new partner website StreamTix - www.streamtix.com.au

 

 

 

 

 

 

Your event will be given a StreamTix url and a link back to the ticketing on your website. For example http://streamtix.com.au/event/23961/redlands-classic-ride-Rotary-Club-of-Redlands-Bayside

 

 

To Put your Event on the StreamTix website

 

Just Click on the Share Tab in the setup of your sevent, select "StreamTix" and then "Click to Share with Company". Your event will then be published on the StreamTix site.

 

 








Merge Contacts

 

Do you have a contacts which is duplicated or a contact which needs to be merged with another contact.

You can now merge these contacts into one.

 

Just choose the Contact which you want to merge from and the Contact which you want to merge to

 

 

 

To Request this FREE upgrade you must click here:

 

http://upgrades.streamdesk.com.au/product/773/0/74265/merge-contacts

 








Bulk Product Image Uploads

 

Have you recently uploaded your Product Catalogue and want to upload all your images quickly and simply?

Well you can now use our bulk image upload to do this. You can upload one or one thousand images at a time.

 

 

 

 

Steps:

1: Just click on the Upload Multiple Images

2: Make sure your images are named the same name as your product code

3: Drag and down your images into the dropzone

 

 

 








Contact Attachments with Expiry Dates

 

Contact Attachment Categories can be used for a variety of documents relating to a contact. It is great for certificates/qualifications which have expiry dates - for example "Working With Children" qualifications

 

To set a Contact Attachment Category up.

Click on Contacts - then Contact Attachments

1: Add the Code

2: Add Title

3: Choose a descriptive icon

4: Choose a Colour

 

 

 

To upload a Document and Allocate it to a Attachment Category

1: Find the Contact

2: Click on Attachments

3: Choose the Attachment Category

4: Select the Expiry Date

5: Upload your document 

 

 

 

When you search for the Contact you will now see the icon next to their name

 

 








Allocate your Web Enquiries to your Employees

 

Web enquiries are the life blood of any great website. They give you leads, sales, feedback and drive the productivity of your business.

How you deal with those Web Enquiries is very important.

StreamDesk now allows you to allocate the Web Enquiries to your employees. When you allocate a Web Enquiry to an employee it creates a task for that Employee which is linked to the Enquiry and also to the Contacts CRM system

For example:

 

  • You can allocate your Sales Enquiries to your sales people
  • Membership enquiries to your membership membership people
  • and so on

 

When you go into your Web Enquiries you will see a new column "Assign to". Choose the Employee you want to assign the Web Enquiry to:

 

 

 

 

When an employee logs in - they will automatically see which Enquiries has been allocated to them in their daily tasks area.

 

 

 

 

 

 

 

 

 








Managing spam web enquiries

Have you been hit with a flurry of spam enquiries supposedly coming from your website?

Apart from being a nuisance and a time-waster, such enquiries also clutter up your enquiry register and add irrelevant and usually false contact details to your contact database.  Here's how to easily clean up both.

For bulk clean-up

 

 

For individual clean-up

1: Click on the Enquiry

 

 

 

 

When you mark the enquiry as SPAM - the enquiry and the contact is deleted 

 

 








Announcing StreamDocs

Announcing our new advanced Electronic Document Management System, StreamDocs http://streamdocs.com.au.  It's fully searchable, and any document described with summary, search terms, key words and stored in any one or more categories.

StreamDocs is a secure, easy to use document management system for efficient document capture and storage, search and retrieval, and file sharing.

StreamDocs adapts to any business model and is the result of cutting edge technology developed to ensure efficient, streamlined productivity and profitability. StreamDocs may be quickly and effortlessly integrated into any size company across multiple industries

Packed full of Features

  • Secure login area
  • Lightboxes
  • Tagging
  • Employee security levels
  • Encrypted files
  • Drag and Drop functionality
  • Mobile Enabled
  • Plus much more

Although StreamDocs can be used as a standalone resource, its features are more fully utilised when an integral part of your StreamDesk console.

Preview of StreamDocs

 

Upload and download files regardless of what device you are using

 

 

 

 








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