Archive for the ‘Features’ Category

In response to some of the feedback we’ve received from our Beta survey, we’re trying to improve how easy it is to understand Event Clipboard’s many features. One area we saw the need for improvement was in the ‘No record’ messages. The ‘No record’ messages appear when no contacts have been added to an event, or no templates have been added to an account.

Previously, when no records were found, we’d display a message like this:

Now, when no records are found, we display a splash page similar to this:

What we wanted to do is describe the function and show you an image of the page as it would look if data were actually present. This should help you get an immediate understanding of the page you’re looking at…especially if you’re just getting started with Event Clipboard or have just added a new Event.

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We’ve also resolved an upload issue with vCards. In some cases, a vCard upload was ending in an error. The problem stemmed from a lesser used email classification. When Event Clipboard ran into the vCard field in question, it would stop importing and tell you that an error occured. With a little adjustment to the offending code, we’ve rectified the problem, and it is already working correctly. I apologize for an inconvenience this may have caused.

That’s the latest update. If you have any questions, feel free to email us at support@integratechange.com.

Happy Planning,
-Chris

Event Clipboard is now publicly available. To sign up, go to www.geteventclipboard.com. In addition to releasing Event Clipboard, we’ve also made three new features available.

1) Printable Pages
We made almost every one of Event Clipboard’s pages printable. just click the print icon on the right side of the menu.

2) Day-of Report
The Day-of (sometimes called the Advance report) gives you an easy view of all of your event’s details in one easily printed page. To access the report, open up your event and click on the ‘Day-of Link’ in the right-hand menu.

3) Help Videos
We’ve started putting together video tutorials for Event Clipboard. It will take us some time to complete all of the videos, but we’ll keep updating the site with new videos over the coming weeks. To see the 4 available videos, go to www.geteventclipboard.com/videos

If you have any questions about the new features, don’t hesitate to email us at support@integratechange.com.

-Chris

We’ve been working toward adding a couple of features to Event Clipboard before its October release. We’ve gotten a couple of requests for these features so we’re pushing up their release date to coincide with the full public launch, which we now have slated to be October 10th. Of course, Beta participants will still be able to use Event Clipboard for free until at least October 15th.

The following features will be launched in early October:

1) Printable Pages
The word Beta will be replaced by a printer icon that reformats the page you’re looking at into a printable page. Not every page will be printable (i.e. pages for editing and adding records), but pretty much every page will have a paper-friendly format.

2) Day-of Report
The Day-of report is a quick and printer friendly report for event details. It contains the general information, contacts, event details, schedule, and tasks that are due that day. This closely mirrors the existing event reminder overview, but adds the ability to hide/show the event’s information.

We’re excited to roll out the new features. If you have any questions, don’t hesitate to email us at support@integratechange.com.

Updated: These features will be available on October 6th.

-Chris

I woke up yesterday morning knowing I had missed something when I designed the way people add users in Event Clipboard. This has always been challenging because of the way users are tied into the list of Contacts and related to the account holding company.

Here’s the long explanation, if you’re interested…cut to the chase by reading the ‘Bread and Butter’ section below.
There are two ways to add a user: From the Contact page itself…If you are viewing a contact, simply click the green key link on the right hand side that says ‘Make Chris a User’. Then you type in a username and password and you’re off. This process is pretty simple…I hope. The second method is from the Users page itself. By clicking the green plus link that says ‘Add User’.

The main difference between the two methods is that when you click the Add User link, Event Clipboard doesn’t know who you are looking for, so we gave you the contact name entry field. Simply type in the name, select the person, and you are on your way. The inefficiency really came when you were not only adding a new user, but the contact didn’t exist on your contact list. No problem also, simply select the Add Contact box and Event Clipboard will automatically add the contact into your account at the same time the user is created. What I realized yesterday morning was that the most common action will be adding users from your own company, and since users from your own company have access to portions of your account that other users do not, this became important. I needed to make that action easier, so here’s what I did.

The Bread and Butter
When you click on the link from the Users page, you get this view.

Let’s say I just hired Jeremy Irons because I love Die Hard 3 so much more than I should, and I need to make him a user
for Integrate’s account. so I type in his name and select the Add Contact box under the field.

When I select the Add Contact box, the same message appears saying ‘This is a new contact (separate first and last names)’. An additional check box appears that let’s me add this user to my company.

All I need to do now is add the username and password and type in an address in the right hand column. Now, when I click the Add User button, Jeremy is already a part of my company and he has access to the Contacts and Company Files pages and any events marked ‘All Company’.

That’s it. I hope this helps. It’s actually made adding users a little easier for me already, and I hope it does the same for you. If you have any questions at all, don’t hesitate to post a comment here, on the forum, or send an email to support@integratechange.com.

-Chris