Jon Bradley's dashboard

Guess you're working on updates at the moment but when I logged on this morning I've lost one of my teams in the schedule so I can't schedule work. Is that going to get sorted soon as I could do with adding some work! I can show them if I do the 'View by team' thing but then the layout seems all messed up and I can't add stuff.

Cheers.

Just wondering if there was an update on a couple of things I asked about a while ago...

1. How to send an email from a normal email client which automatically gets sent to Periscope and how to assign it to a particular project.

2. Scheduling holidays

3. Tasks?

4. Profile pic?

Cheers,

Jon

Any chance of adding weekends to the timesheet?

I sent these questions last week - just wondering if anyone had a chance to think about some answers? We've decided we're going to sign up (once our free trial is over) so we're keen to get these queries sorted. Thanks!

1. How does backing up work? Is there a regular backup of the server at your end and/or can we export data somehow to be as safe as possible?

2. We're currently using a system I developed using Filemaker but want the online collaboration that Periscope provides. Is there a way of exporting stuff from Filemaker (CSV, XML or similar) in such a way that it can be exported into Periscope - contacts, codes etc.? Obviously depending on how I've set up the Filemaker database!

3. The website mentions working with existing email and accounting software. We use Sage to handle our accounts and there is a 'Sage Code' on the contact page - is there some nice integration that we can utilise?

4. Is there a file store limit? In other words, is it just for the odd Word doc or can we share Photoshop files and large print-ready PDFs on there?

5. Another thing the website mentions is the ability to schedule holidays for users. How does this work?

6. What is a task? I have a '0 unfinished tasks' message at the top of my page, what does that relate to?

7. I've added an invoice line to a project and on the page where I input the info it already had VAT set at 15% but once I've submitted that the list in the invoice tab says there's no VAT. If I try and edit this and put 15 (or 15.00) in the VAT field and hit submit, it still says 0.00 for VAT. How do I fix that?

8. The website mentions copying Periscope in on an email by including the project code in the subject - but what email address do I send it to?

The following queries may be feature requests or they may already be possible!

9. Is there a way to edit the time it keeps someone logged in for? I tend to keep the window open all day so I can add stuff to it whenever I want. I understand it's a security feature but it would be useful if I wasn't logged out so frequently.

10. Is there a way to edit the options under job status? It would be great if within 'In Progress' we could break it up into 'On hold/At printers/With client' etc.

11. Is there a way of adding stuff to the daily timesheet that isn't specifically related to a job so our accounts person can fill in, for example, 2 hours spent sending invoices?

12. If we add a few invoice lines to a project then it looks like each of them need to be individually edited to mark them as 'sent' and then the project status also has to be changed. Is there a way of streamlining this?

I'm still playing with the trial - loving it so far. I've got a bunch of questions which I'm happy to ask on this support panel but I wondered if there was a user manual anywhere as a lot of the questions I have may be answered there. A lot are things that are mentioned on the main download site (tour) but I can't work out how to do.

Cheers,

Jon

Just playing with the free trial. One important question - is it possible to set the project number so it starts at a specified number rather than 1? I'm hoping to switch from another package and it would be good to keep the job numbers in line.

Two less important questions - how do I delete a project and how do I change my profile picture? Are these features available in the full version?