New Feature | Contact Relationships

​You can now link contacts so that they are related and become even more connected!

Linking contacts lets you have quick access to any related contacts when using any of the people dropdowns throughout the system.

You can create the relationship from the job worksheet or directly on a contact’s Address Book profile.

Once connected, any related contact will appear in the contact dropdown used in quotes, email, event attendees and more.

Event Attendees

If you’ve already added one parent as the main contact for a job, but you know their family will be attending the same event, you can quickly add them as attendees since they are connected via relationships.


Employee/Employer Relationship

One great use for contact relationships is creating employer/employee connections.

The example below uses Stanford University as the employer. Once Stanford is added to a job, I have quick access to email any of Stanford’s employees. Below is the people picker used when composing an email.

Address Book Column

If you’d like to quickly see related contacts in your Address Book, simply add the ‘Related Contacts’ column to your list and save your changes.

Relationship Types

You can create new relationship types in Settings › Relationship Types. Each type has a gender neutral, masculine and feminine form. If you select a masculine or feminine form when setting a contact’s relationship, it also sets their gender.

As always, reach out to us at Support if you have any questions!

Template Gallery | Easier than ever to get started!

Introducing a whole new way to get set up in Táve.

Access the all new template gallery from the Help Menu!

templategalleryIndustry Specific Setups

Táve originally started as a tool for photographers. But as the product evolved, it became clear that it worked great as a business solution for many different industries. The question became how to set up an account for these other industries. Well, now we’re making it easier than ever with our template gallery. You can browse the template gallery and install industry basics, questionnaires, quotes, contracts, automations and more. These templates are a great starting point to help you learn Táve or add stuff to your account if you’re an existing user.

How It Works

It’s pretty simple. Just browse any of the pre-made content in the gallery. When you find something you want to install, click on it. You’ll get a list of all of the pieces that will be installed. Just click install. Magic ensues. If there is an item on your account (questionnaire, quote, contract, etc.) with the EXACT same name, we’ll just use that and mark the item as ‘Used Existing’. This prevents any of your current setups from being overwritten. You won’t however get the full install. So for example, if you have a contract named ‘Wedding Contract’ and you install a template with a quote of the same name, we’ll use the existing one. You won’t get the new contract. If you’re sure you want the template contract, then simply edit your original item to change the name or delete it then reinstall.

installed

The template gallery does NOT remove any existing setup on your account, even the original defaults that came with your free trial. The template gallery does NOT have any effect on client data, jobs, etc., existing or otherwise.

To see what you’ve already installed and which user on your account installed it. Simply go to the history menu on the top right of the template gallery.

history

More To Come

We believe that this will be an extremely powerful tool to help new and existing users get the most out of their Táve account. We will be adding more content as we go, so if you’re looking for something in particular or you think of something that could be really helpful to someone else, let us know and we’ll build it for the template gallery. Just send us a message from the Help menu with your ideas.

Square Payment Processing

We’re really excited to announce a new option for processing payments through Táve Client Access.

You can now integrate directly with Square’s new payment gateway. Much like Stripe or Braintree, Square’s integration allows your clients to pay by credit card and have the transaction process and get recorded automatically. In order to integrate, you’ll need a Square account.

Check out this video for easy setup instructions:

New Features | Accounts Payable and Accrual Reporting for Sales Tax Liability

Accounts Payable has arrived!

Updates with this release:

  • Expenses can now have a payee.

  • You can now specify an expense payee, category, and due date on the product editor.

  • When a quote is booked, expenses will be scheduled for the purchased products.
  • There is now a list of upcoming payments on the job’s Financials page (previously called “Income and Expenses”).
  • You can post and inline edit any upcoming payment directly on the job’s Financials page.

  • We’ve added the Financials page to address book profiles, allowing you to log expenses, record payment, or edit credit at the contact level with or without a job.

  • The Financials page has been made much more mobile friendly.
  • We added three new reports: A/P Ledger, A/P Aging, and A/R Aging.
  • The chart on the Reports homepage now includes expenses and has a cash flow line.

  • There is a new Accounts Payable widget on the dashboard so you can get a quick list of upcoming expenses.

  • The Sales Tax Liability Report now allows you to customize when revenue is recognized. In addition to the previous “upon receipt” cash-basis method supported before, you can select to have revenue recognized for tax purposes when the job is marked as completed, when the job enters fulfillment, on the event date, upon booking, or on the order’s “Sold At” date.
  • The Job Types and Lead Sources booking trend report now includes a new chart so you can compare your leads vs booked jobs in any given time period.

New Features | Contact Tagging, Filters, Customizable Sidebars

Táve just got even more powerful. This is Organization 2.0.

We’re excited to announce the launch a completely new way to organize your business in Táve.

Check out the overview video below or head over to our brand new Support section called Organization.

 

What’s in this update?

  • Contact Tagging – label your contacts in your address book with relevant tags. Select from existing tags or create your own.
  • Filterable Lists and Reports – Filter your Address Book, Agenda, Leads, Jobs, Quotes and Orders list to find exactly what you need.
  • Customizable Sidebar Items – Save your filtered lists to the sidebar.
  • Customize Visible Columns – Adjust which columns appear in your lists. Add powerful action columns.
  • Export CSV – Export your filtered lists to CSV. You can export only visible columns or all columns.

Read more…

New Feature | Scheduled Emails

Email scheduling is here!

With this latest update, Táve now gives you the ability to schedule your emails to send at a later time and date. Maybe you’re a night owl who composes emails in the middle of the night or you want to send an email at the ideal time to make sure it’s read. Email scheduling now gives you the flexibility to have emails go out when you need them to go out.

It’s simple too! When composing a new email message there are now four options for when to send:

  • Immediately 
  • In 5 minutes – great if you want your message to not feel too much like a canned response that was sent immediately
  • At 8am – Sends at the start of the business day.
  • At a specific time – You set the date and time!

That’s it! Your message will be marked as ‘Scheduled’ awaiting the moment it’s set to send. You can hover over the schedule tag to see what time it’s scheduled for. You can also edit the message any time before it’s scheduled.

Dashboard Widget and Outbox

All of your scheduled emails will appear in the new dashboard widget so you can quickly see which emails are ready to go out and when.

Click the ‘View’ button to be taken to the email to change its content or scheduled time or click on the ‘All Scheduled Mail’ button to go to the outbox to see all emails you have set to send. Quick tip: You can configure how many scheduled emails appear in the widget by going to the ‘Configure Dashboard’ section of the home page. 

Scheduled Emails in Automations

In addition to being able to schedule a normal email to go out at a later time, you can now set a delay for automation emails.

Using the ‘Send Email’ automation action, you can set it so the email goes out immediately when the automation executes, waits however many minutes you specify, or doesn’t send at all but saves the message as a draft so that you can review it before sending.

You can now build a personal auto-responder that doesn’t feel too automatic. Set up a new automation that is observing whenever a new lead is created. Add the condition to make sure that’s it’s a web lead that comes through your contact form (not one you created manually from the dashboard). Then set the ‘Send Email’ action to send the message 5 minutes after the lead is created. Voila! A quick response that doesn’t feel like it’s so immediate it must have been automated.

 

New Feature | Editable Quote Templates and Product Add-ons

You should have received an email from us recently about an hour scheduled maintenance window planned for this coming Saturday, September 12. This update will bring a lot of long requested changes to the app and we couldn’t be more excited. As a reminder, here’s the time frame for the maintenance window:

Scheduled Maintenance Window

Saturday, September 12, 2015 for 1 Hour

7pm PST / 8pm MST / 9pm CST / 10pm EST

For our friends in the UK and Australia region that’s
Sunday, September 13, 2015 3am and 12pm respectively.

During the update, you will not be able to access the main app. You will, however, have full read-only access to your account through standby.tave.com.

This update encompasses quite a bit involving Quotes and Orders. Here’s a run down of what is changing:

  • Quotes and Proposals as they exist now are becoming what we call Standard and Advanced Quotes. We no long use the terminology ‘Proposal’ but the exact same functionality is there as an ‘Advanced Quote.
  • Standard Quotes simplify the booking process quite a bit by allowing you to add products or packages to a quote, set ONE payment schedule, ONE questionnaire, and/or ONE contract as part of the booking process. You can read more about building a Standard Quote here on the new support site.
  • Advanced Quotes encompass the exact same structure as current ‘Proposals’ do. They allow you to add several quote groups for your clients to choose from and add one or more payment schedule, questionnaire, or contract to be included during booking. You can read more about building an Advanced Quote here on the new support site.
  • Both Standard Quotes and Advanced Quotes can be built in Settings to be reused as much as you’d like on a job.
  • Because of the above changes, we have bulk updated your quick response templates, custom field tokens, automations, workflows, and lead statuses to replace the word ‘Proposal’ with ‘Quote’.
  • If you start creating a Standard Quote and you realize you need it to be an Advanced Quote, you can easily convert between them with the convert button.

If you have saved quote and proposal templates, we have moved those to the new quote editors in settings and you’ll find that you can now edit them at will.

  • Quotes & Orders now exist on the same tab on a lead or job. In general, you’ll send a quote to a client whom you want to go through the booking process and you’ll create an order for a client whom you want to book the products or services directly.
  • If you create an order that’s booked directly, you can still send the client a questionnaire and contract (new with this update).

Products and packages will have a new option associated with them. When building a quote in Settings as a template or directly on a job, you can make a package or product required, suggested or optional.

  • Required – These items are required in order to book the quote.
  • Suggested – These items are not required but they are included in the quote by default. The client can remove them when booking.
  • Optional – These items are presented in a separate list below the quote. The client can change the quantity of the items, then add them to the quote.

 

New Feature | Powerful Lead Tracking

We’re excited to announce an awesome improvement to tracking leads in Táve. Lead statuses make keeping track of where in the sales process you are with leads a piece of cake.

You can set your own custom statuses to work perfectly for your lead tracking workflow. Not only can you have custom statuses, but the lists themselves are extremely powerful. You can set your leads to change status automatically after a given amount of time. A few highlights:

  • Default lead statuses to get you started
  • Ability to add custom lead statuses and edit any existing ones
  • All new lead status lists in main menu Leads section
  • Powerful Automatic Lead Status changes
  • Built in automations for Stale leads

Check out this short video to learn more about the new features:

Introducing Workflow Progress Reports

Most of the past month has been spent polishing up Táve 4 while improving our tutorials and documentation, including our new Webinar series (our next webinar is tonight!). As we continue that process, we’re pleased to announce an exciting new feature that makes it easier than ever to get a birds-eye view of where your jobs and deliverables stand:

Workflow Task Progression ReportWorkflow Progress by Task

As you can see from the example report above, your jobs move through their workflow in a “waterfall” fashion, starting at the top left and slowly working towards the bottom right. All of the tasks you create in your workflow are listed in these new reports. Hovering your mouse over each block shows a tooltip with additional details about the task, including it’s due date.

We have another version of this report that lists all of your open deliverables, grouped by their workflow:

Deliverable Task ProgressionDeliverable Progress by Task

Another great way to use the deliverable progress report is if you have a seasonal product with tight deadlines, such as holiday cards or graduation photos, so you can easily group them together in one simple report and track the status of each and every one.

If you’re wondering what the colors on the left mean, that’s the event type color of the primary session on the job, as Táve 4 now lets you color code every type of event.

Stay tuned, as we have more great features on the way, and have a happy holiday season!

 

A new way to message us for support

We moved to a new helpdesk platform over the weekend. While our tutorials will remain on the old helpdesk until the Táve 4 launch, all new tickets and chats will go through a single in-app system.

Many of you loved our live chat, but we began using it less and less in order to focus on Táve 4 development, as there is so much pent up demand for that release that we want to get it out there as soon as possible (without sacrificing quality one bit).

With live chat extremely limited, that meant the best way to reach us for private one-on-one support was through filing more complex helpdesk tickets that usually required a slower response time. Today’s system replaces the two and lands firmly between the two systems in terms of speed and formality.

One of the best features of the new message center, besides being able to add attachments and screenshots, is that it resides inside the application. Simply click on the Support menu at the top right of any page and select Message Us from the menu. That will bring up the new message drawer which will hold all of your support messages. You can click on the three-line icon at the top left of the drawer to view the list of all your previous conversations in the new system.

We’ve been growing by leaps and bounds lately, so when you message us you’ll get a reply from any one of the five of us in short order.

As always, the Táve Users Group on Facebook is another great resource, with just shy of a thousand fellow Táve users in the group to give feedback and answer questions. If you’re not a user or you can’t get into your account, you can always use this contact form.