User manual?
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
Cheers,
Jon
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Plans starting at $19/month
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Inappropriate?Unfortunately we're a little behind following the product launch and the user manual isn't online yet. I'm happy to answer your specific questions though!
I’m happy
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Inappropriate?Thanks for the quick reply, here goes...!
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?
The following queries may be feature requests or they may already be possible!
7. 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.
8. 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.
9. I'm a bit obsessive compulsive and so like things tidy (like most designers!) - is there a way of adding stuff to the daily timesheet that isn't specifically related to a job so I can know the timesheet is complete for each day? For me as a designer/manager I spend some time generally doing research, tidying up little jobs, going to the bank etc. and could spend an hour on stuff which isn't related to a specific project but is important for the business. It would be good to have a 'misc.' or 'admin' option that can be assigned a few hours in the week. Also, someone works for us part time, is there a way of recognising that so she's not always reminded to fill in the time sheet when she actually has for the hours she's contracted to work?
Sorry that's quite a lot. We're really liking the system but we're only a small company and while £75 a month is cheap compared to some other solutions, it's still a chunk of money so we're keen to think about these things before signing up proper.
Thanks again,
Jon -
Inappropriate?Oh, one more question - 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?
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Inappropriate?Any news on the above queries? I've just got one more...
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.
Any ideas how to fix that?
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