Customize This View: Save Time By Seeing Only What You Need

The following 5 Tabs can be customized to show or hide specific columns:
Customers, Orders, Invoices, Credit Memos (for those that do not use Negative invoices) and Notes

This feature is ideal for changing visible columns for different tasks.


Why do this?

To clean up your view and reduce it to only the information you need to accomplish unique tasks. Focus on the info you really need by keeping unwanted info/columns out of the way.

Example: If you’re making market calls, you may want to see limited # of columns like Name, Phone #, Market Call Label, etc.

customize view market call example

 

 

Where is “Customize This View”?

Customize This View

 

 

Simply check the boxes next to the columns you want to see and click “Save Selections”.

customize this view screen

 

 

AOL and Yahoo have changed their ‘Email Routing Policy’

 

  • IF YOU’RE USING YOUR OWN DOMAIN NAME, SKIP THIS POST.
  • IF YOU’RE NOT USING …@aol.com or …@yahoo.com, SKIP TO ‘SUGGESTION’

A few weeks ago, Yahoo and very recently AOL changed their DMARC policy to stop fraudulent emails.

How does this affect Showroom Exchange subscribers who use the e-blast (PBE) feature?
All e-blast senders that use a ‘From’ address with …@aol.com or …@yahoo.com will not be able to test their e-blasts. AOL & Yahoo will reject the inbound tests. Also, their deliverability will be negatively impacted.

WORKAROUND:
We recommend using your own domain (e.g.; your_company_name.com) instead of yahoo.com, aol.com or other Majour-Email-Service-Provider.com.

HOW:
If you need help registering a new domain and/or setting up email addresses for an existing domain, please contact your I.T. adviser.

SUGGESTION:
It won’t be long before other ISPs, such as Gmail, Hotmail & Outlook, make DMARC policy changes similar to YAHOO & AOL. So don’t replace AOL or Yahoo with Gmail or another majour email hosting service. Establish your own domain name.

Does the DMARC policy change impact deliverability for my recipients (retail stores that use AOL or yahoo), if I’m already using a non-AOL or non-yahoo domain?
No.

more about DMARC policy:
http://en.wikipedia.org/wiki/DMARC

Limiting Access to Showroom Exchange from your showroom ONLY!

An IP address is assigned to every device (computer, mobile phone, etc.) that makes a connection to the internet. Think of IP address as caller-Id for your land-line or cell-phone.
Showroom Exchange use IP addresses to help you restrict access based on physical location, e.g.; while away from the showroom.

To begin, identify the IP address of the location that access will be limited to:
(e.g.; from a showroom computer follow the steps below)


1. Point your browser to Google and search for “What is my IP address”

ip1

 

2. Login to Showroom Exchange & select the username you wish
to limit access to under “Setup Categories | Showroom Users”

 

ip2

 

userlist

3. Scroll down and enter your IP address under “Access IPs” and click save.

* * * note: you can enter multiple locations by separating them with a comma * * *
you may also use fully qualified names. this is especially helpful for most internet services that provide dynamic IP Addresses. For more information visit: DynDNS.org, changeip.com, no-ip.com or search for dynamic dns provider.

 

ip4

 

Users will now see the following message when attempting to access Showroom Exchange from any location other than the one you have authorized.

 

seb11

 

How to Add/Edit/Copy/Remove user-IDs

Add/edit/remove user-IDs once in Showroom Exchange

 

Admins can find this option under Setup Categories

 

u1

 

Select “add record” to add a new user-ID

 

u2

 

Click “copy user” to add a new user-IDs with the settings/access level of an existing user-ID

 

u3

 

Delete user-IDs by selecting the appropriate user and scrolling down to “delete” on their preferences page.

 

u4

u5

Why do exports to Excel look like this?

Have your Excel exports ever looked like the following screenshot?

ex1

The reason: your computer is not setup to auto-open .CSV files with Microsoft Excel.

To work around this, use the save feature as follows.

ex2

Locate the downloaded file, right click -> open with -> choose default program…

ex3

choose Microsoft Excel and make sure “Always use the selected program…” is checked

ex4

All future exports to .CSV will now open in Microsoft Excel by default.

2 Reasons to Make a Customer Inactive

1. Less clutter, FOCUS on those that matter. Searches/Filters will load faster.

2. Inactive customers are excluded from order entry. They can also be excluded from reporting and search results.

NOTE: You can also make other entities in Showroom Exchange active/inactive, such as mfrs and reps.

Make a customer active/inactive by going to their page and unchecking/checking the box next to active.

inactive customers 2

Exclude inactive customers on the customer tab by clicking on “active” next to “status”:

inactive customers

Include/exclude inactive customers in reports. Uncheck or check the box by “exclude inactive customers” at the bottom of the report screen. You can find this option on most reports.

inactive customers 3

Who is reading your e-blasts?

e-blasts are a great way to keep your contacts updated with your current happenings.

Showroom Exchange collects data on every blast you send out including:

1. Who has received / opened them?

2. Delivery failures?

3. Whether contacts are clicking the embedded links?

 

These stats can be found under the
customers menu in “PBE sent items”

pbe1

 

click the pie chart graphic…

pbe2

 

sample of what to expect…

pbe3

How to Avoid Spam Filters

There’s no silver bullet for getting passed spam filters. Even when your recipients have given their thumbs up.

Spam is unsolicited email sent to a list of people. It is not spam if you take that list and write personal, one-to-one emails to each recipient, and the content is unique for each recipient. Personalizing your email to individual recipients within Showroom Exchange helps avoid spam filters (see link below).

The United States federal CAN-SPAM Act became law on January 1, 2004. According to their website, the FTC says that if you violate the law, you could be fined $11,000 for each offense. Consult with your lawyer if you have one.

Each email provider uses a different type of filtering system, for example SpamAssassin will assign points and determine which emails should be tagged as spam. Here are a few of their criteria:

  • Talks about lots of money (.193 points)
  • Describes some sort of breakthrough (.232 points)
  • Looks like mortgage pitch (.297 points)
  • Contains urgent matter (.288 points)
  • Money back guarantee (2.051 points)

 

How do you tell if you are being spam filtered? Check your open rate, if it suddenly dropped from your average then you are probably being spam-filtered. If your bounce rate is higher than normal, that might also indicate that you are being spam filtered.

Some things to do to avoid filters and comply with the law:

  • Never use deceptive headers, subject lines, from-names, or reply-tos
  • Always provide an unsubscribe link (Showroom Exchange provides for you)
  • Include your physical mailing address

Here is a list of things to watch out for:

  • Using spam like phrases, like “Click here!” or “Once in a lifetime opportunity!”, make your call-to-action links more like: “Here is the Linesheet in PDF
  • Going mental with punctuation and other symbols!!!!!!!!!!!!!!! ???????????? $$
  • USING ALL CAPS, especially in the subject line
  • Coloring fonts bright red or green
  • Coding sloppy HTML, usually from converting a Microsoft Word file to HTML – it is best to compose your emails in the editor.
  • Creating an HTML email that’s nothing but one large image, with little or no text (since spam filters can’t read images, they assume you’re a spammer that’s trying to trick them)
  • Sending a test to multiple recipients within the same company (that company’s email firewall can only assume it’s a spam attack)
  • Misleading (or missing) subject line
  • Whenever possible ask your recipients to white-list you

 

Related:

http://blog.showroomexchange.com/reduce-the-risk-of-e-balsts-getting-tagged-as-spam/

we are often asked about our resources, so here they are…

LEGAL* Arai Mitchell PC
Before starting Arai Mitchell pc, Mitch Mitchell published ATOMICA, a fashion magazine. He advises clients on all aspects of business law, including trademarks/copyrights and agreements (showroom, employment, licensing/distribution/manufacturing and non-disclosure).
213-622-2324
mitch@araimitchell.com

PHONES* VA Communications – Telephone Service (VoIP), Phone systems, Cabling
818-705-6306
vatch@vacomm.com

BOOKKEEPING* Zen Bookkeepers
310-398-6767
stacey@zenbookkeepers.com

* first consultations are free

SOFTWARE FOR YOUR BRANDS
http://blog.showroomexchange.com/when-your-brands-ask-you-for-software-recommendation/

FAVOURITE TOOLS
G-Mail
Google Chrome
Dropbox
Evernote
ESET, Antivirus
Malwarebytes, protect against all forms of Malware (Windows)
RescueTime, watch what you are doing
Another work philosophy

whiteboard