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Create Project Templates to reduce project setup time
Just getting a project out of the gate can require a lot of prep work and unchargable time. BlueCamroo helps you cut down on a lot of the paperwork by allowing you to set up project templates. Project templates let you define several features that might be common to a project. When you create a new project, simply indicate which template to use and BlueCamroo automatically completes the following:
Products: Anytime a new project is completed, the template adds a selected list of products. Project Stages: Write your project stages and inherent tasks once. When you create a project, the template quick creates the whole project framework.
Team Members: The template can quickly add your customary roster of employees.
Invoice Template: A new project will automatically use a specified invoice style.
Invoice Reminder: Create a complex set of invoice reminders and reuse it with every new project.
But wait, there's more!
BlueCamroo makes it easy to even create project templates based on existing project templates. For example, suppose you create web sites and have a standard template to quickly flesh out a web development project. Sometimes you also do charity sites. Naturally you won't need invoicing and a couple other stages required for paid work. Simply locate an existing template, click its associated Copy link, and then edit the new template as required.
You can access the Project Template page by selecting Setup > System Setup > Automation > Project Templates.
Start using Workflow Rules to automate your business
If you find you are doing a lot of repetitive work in BlueCamroo, it might be time to use Workflow Automation and create a few workflow rules to relieve yourself of these daunting tasks.
Within the BlueCamroo Setup, scroll down to the Automation section and select Workflow Rules. Here you can create a rule for any section within the system so that tasks can be created automatically, emails can be sent automatically, and more.
A few quick tips for working with Reports
If you've wanted to get a little more out of the reports that you generate in BlueCamroo, perhaps these few short tips can help.
Your Report's "Description" field
The description field's text can be used in the body of your exported report when selecting "Export to PDF" after generating your report. See Setup's Report Templates option (under Automation) for using the description in your exported reports.
When exporting your reports to PDF, your report can include the report title, the description field can be used to summarize what the report contains, and then your data and chart can be used to demonstrate your findings. Give it a try!
Sharing your reports
Did you know that each report that you create can be shared with other team members and user groups? On the second step of the Report Creation process you'll have the option to share the report you are creating with the rest of your team. By adding Report Shares, you can select who can have access to only view the report or who can view and make changes to the report.
By using Report Shares, you can save other team members from having to duplicate reports that may already exist.
When selecting Fields for your Report
When in the report creation process for reports that depend on time frames and you are selecting fields for your report, you'll want to include fields from the "History" section - for example "Creation Date".
When you open a record (say a lead or customer), by default you see the record's Update Stream. However, if you don't need the user interaction provided by the Update Stream, you can have BlueCamroo default to the Snapshot page. Snapshots give you a single page summary of current activities, messages, coming events, cases, and other details depending on record type.
To change your initial "landing page" you can go to your Personal Preferences page under Setup. Under First page to display select which page you wish displayed first when you click on various record types.
This will only affect the behavior of BlueCamroo for your personal account. If you wish to make this a company-wide default, you can set it up in similar fashion under System Setup > Company Defaults > Organizational Preferences.
Documents and Attachments
BlueCamroo provides two similar but objectively different ways of entering files into the system. The most obvious is via the Company Documents option on the Main Navigation Panel. The second is the Attachment option when on a record's Update Stream page. The Update Stream's Attachments option lets you upload related documents in a hierarchical fashion. You can attach documents at the initial record level. For example you open a Lead record and attach documents that might pertain to that lead. You can open an Opportunity you've created for the lead and attach a document to the opportunity's Update Stream.
Making Expenses Less Taxing by Adding Taxes
When a user fills out an expense sheet, you can setup the expense sheet to require the user to separate out taxes on the expense sheet. To do this, simply go to Setup | System Setup | Accounting | Expense Price Books.
Click on the Expense Price Book the user is using (set under his/her User Details page). In the Use Taxes field simply check which taxes you require the user to enter separately. Click Save. Any user using this Expense Price Book will now, when adding a new expense to his/her expense sheet, will have one or more tax fields to complete in addition to a pre-tax amount.
Tuning Keywords and Filters for Precision Social Network Searches
Each channel (Sales Opportunities, Buzz, and Client Support) has a set of filters common to each channel. When you create a new keyword search for the channel, the common filter set will be applied. However, for some keyword searches, you might not want certain filter terms or phrases in the list of results. Simply check the Active box next to the unwanted filter and click Save.
Collect Tax information with employee expenses
Normally BlueCamroo's automatic invoicing system calculates taxes. Taxes and tax rates are entered under Setup's Accounting area. You might, however, be working with a customer and you're not collecting tax for billed work. To flag this customer as "tax exempt" simply open the customer, click the Tax Exemptions option on the customer's Summary Pane. Click Add Tax on the Actions Bar. Use the drop-down box to select which tax(es) this account is exempt from and click Save. The selected taxes will no longer appear on any invoices generated for the customer's projects.