Advanced Topics: Designers

This is a listing of advanced topics for designers working throughout Studio Designer

Key Features:

• MY PRODUCTS:
  • Create a catalog of products you sell frequently;
  • Your 'Products' will be ready to grab when creating a new project 'Item' without having to re-create them each time.
  • Create Item 'templates' that can speed up data entry when creating new items.
• LABEL EXPORTING:
  • Several standard inventory label 'Reports' are available to select from the 'Reports' menu.
  • Export reports and use Excel or Word to edit and print.  See Exporting a Report to Excel.
• STUDIO DESIGNER APP:
  • Check out your Studio Designer files in real-time from your iPhone.
  • To-do's, Time Tracking, Addresses, Search (Items, Proposals, Orders, and Invoices)
  • Upload Images:  Upload images from your phone through the app.

• DESCRIPTION TEMPLATES & REPORT / FORM TEMPLATES:
  • Create a shortcut for automated text prompts for new items based on sales codes.
  • Upload and / or customize report and form templates.
• ROOM LISTS:
  •  You can create a custom room list for each new client/project.
• CALENDAR: 
  • Studio Designer's Calendar view offers a quick glance at all Activities in a convenient time based format.
  • Update Activities directly from the Calendar view.
• BULK COPY:
  
  • Copy an entire project, or specific rooms within a project to a new client/project.
  • You can also use this feature to create a type of template for larger projects.
• CLONE:
  • A great time saver for making similar entries.
  • Clone individual items.
  • Clone Addresses
  • Clone Contacts.
  • Clone Activities / Time Billing.