BIZ TUTORIALS

TASK TEMPLATES

REFERENCE FOR TASK TEMPLATE EXAMPLES

2 MONTHS OUT

1. Confirm logistics
  1. Location
  2. Time
  3. Schedule
  4. Other parameters / rules
2. Roster
  1. Gather it
  2. Clean it
  3. Load it
  4. Use it??
3. Provide school day flyers
  1. Prep
  2. Ship/deliver
  3. Confirm with school contact
4. Registration materials

3 WEEKS OUT

1. Schedule photographers/camerass
2. Confirm photographers scheduled
3. Get roster from school

1 WEEK OUT

1. Confirmation phone call and email to school
2. Prep camera cards
3. Prep equipment
4. Remind parents of picture day (directly if you can or email through school)

PIC DAY & BEYOND

1. PROCESS
  1. IF LAB:
    1. Pre-pay
      1. Enter orders
      2. Order Services
      3. Optional editing/cropping
      4. Send data to lab
  2. Load pics
  3. Review/corrections
  4. Load to store or Load to lab
2. PRODUCTION
  1. Wait for cutoff order time
  2. Print
  3. Print package inserts
3. SERVICES
  1. Prep/print services
  2. Package
4. SHIP / DELIVER Packages and Services
5. ARCHIVE PROJECT

TASK TEMPLATE TUTORIAL VIDEOS

TASK TEMPLATES: How To Make a Task Template

TASK TEMPLATES: How To Make a Task Template for Project Milestones

TASK TEMPLATES: Project Milestone Templates in Action

TASK TEMPLATES: Sharing Access

CUSTOM FIELDS

These Tutorial Videos explain what custom fields are, what types of custom fields are available, and how to create and edit them.

For these tutorials we have used the fields in the “Org” part of the BIZ CRM, but the Custom Fields in the other sections of the CRM function exactly the same.

CUSTOM FIELDS: Intro

CUSTOM FIELDS: String Field

CUSTOM FIELDS: Number Field

CUSTOM FIELDS: List Field

CUSTOM FIELDS: File Field

CUSTOM FIELDS: Date & Date / Time Fields

CUSTOM FIELDS: HTML / Text Field

CUSTOM FIELDS: Field with Multiple Function

FILES AND CALENDAR AND WIKI

This VideoTutorial briefly explains what the Files, Calendar, and Wiki menu items are.

BIZ Help Manual

Download Manual

We will be adding more tutorial videos as we continue to update, add and improve sections of the BIZ CRM. But for now, feel free to download this Biz Help Manual.

Some sections of this manual may not be completely the same as your Custom BIZ CRM, but overall this should help answer 90% of any questions you may have.