Spark Tips – Liam’s top 7

Aug 11, 2014
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Since our winter release of Spark has just been rolled out, we’ve extracted Liam’s top 7 Spark tips to take advantage of some of the new great features (and some of the old):

Tip 1: 
Created a purchase by mistake? Easily delete the purchase by removing the supplier within the Purchase Items tab – click Update and you’ll see a Delete Purchase button appear.

Tip 2:
Befriend opening multiple tabs in Spark. Command + click (or right mouse click and select Open in New Tab) to open multiple areas of Spark at once. Liam’s suggestion: you might want to have the following open all at once making navigation between them quick and easy:
• Spark Home page (for a broad view of all your stuff)
• Workflow -> Work in Progress and click Go (for a view of all WIP jobs on the go)
•  Time Entry (to add your time and materials entries onto jobs during the day).
As long as the tabs are different areas of Spark you can open as many as you like!

Tip 3:
Want to bring across on your purchase order something that was quoted as materials or option/s on your proposal? Easy. When in the Purchase Items tab of a purchase, click the reveal arrow to see items on your proposal and toggle them across using the arrows.

Tip 4:
Ah, the Home page. Set that you’d like to display items on your home page under User Preferences and it will show you a set number of:
• Pending proposals created by you
• Jobs assigned to you
• Not Started and In Progress tasks allocated to you
• To Do job changes allocated to you
• Your timesheet snapshot for the past 7 days

Another tip: use the reveal/hide arrows for each section if you wish and the section heading names will take you to the appropriate search in Spark with the full item list.

Tip 5:
Speaking of User Preferences, if you tend to always be looking for ‘your’ jobs, proposals, tasks etc in Spark, then set Use My Name in Searches to Yes.

Tip 6:
Did you know you can set up custom pricing for a customer? Go to the Custom Pricing tab of a customer record and add products you want to set alternative pricing for. 

Tip 7:
Use the Notes field of a customer/supplier record to add in extra detail and you can then search this field. Very handy if you are looking for a list of photographers that specialise in portrait work, or specific equipment that your printer suppliers have.

Remember, your Spark monthly fee covers all the training, advice and phone/email support as you like so ask away….

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