April 2020 Meeting Notes- App Recommendations (virtual via Zoom)

April 2, 2020

Due to the COVID-19 virus the meeting was held via Zoom. 

President Kim Boaz opened the meeting with introductions and notices. 

Technology was the focus of the meeting:

Jaydra shared a project management program Hubspot.  Basic program is free

            The program was developed for Sales teams and has a sales project orientation. It is easy to use, just need to adjust to sales terminology. 

 Dashboard – runs reports and has an analytics component,

            Sales tab – is for projects

                        Can add what you are doing into the pipeline and then have each stage of the project.  You can add anticipated timeline and cross off when done. 

            The program tracks what you have done, what is left to do, can add notes, emails, calls

The system is to help yourself now, keep you on track to what needs to be done. System can set reminders, you can set them up for how you do work and what you need reminders.  For example, if you don’t have documents from a client by a certain date you can set a reminder to call the client. 

It can also help yourself in the future, easy to find past information.

It is an easy program to change and adjust to your needs.

Chrome brower has the Hubspot link.

Alicia – showed us the new tags coming soon to QBO

It will be under the gear, labeled tag.

Each group can have its own name and color

An example used:

            Construction company can have groups  New and Remodeling

            Type: New

                        Repairs

                        Remodels

            Employees

They can then track projects with more details. 

Tags can be added to all transactions: invoices, banking, sales receipts, etc

Tags will work like classes in reports.  Currently they do not work with rules

The can be used only when needed.

Melissa shared three apps that can be found in Chrome Browser

Edge:  The web ruler.  It is a ruler for the screen.  It is great when trying to read and enter bank and credit card statements.  Those who have used it highly recommend it,

Loom for Chrome:  Easy for crating little videos/trainings.  Create videos for teaching clients something.  It also has drawing tools

Streak:  Project management:  It will tell you when someone has looked at an email.  There are lots of videos to learn how to use.

·       May 7th meeting will be a presentation on Liscio.  Meeting will be held via Zoom 11:30-1:00 pm.