Latest updates from the Dubsado team
Originally posted: July 29th, 2019
New Features in this release
This update makes it so certain actions can be performed to multiple items at once. The following actions can be now performed in Bulk:
On each of the pages where we have added bulk actions, you will now see a new toggle to the left of each item on the corresponding list and a checkbox at the top of the list.
Checking off the box next to any individual item will mark it as selected. Alternatively you can mark the checkbox above the list to have ALL items on that list marked as selected. Once you have all of the desired items selected you can click on the dropdown arrow in the box above (with the check all select box) to bring up a list of the actions you can perform.
Once you select an action, a confirmation message will pop-up to make sure you want to perform that action. After the action goes through, you will see a completion message appear informing the user that said action has been completed. This message will have a count of how many items that action was performed on. If there are any items where the action cannot be performed (if you try to delete projects with contracts, etc.) you will see a count of how many items that were not affected on this same message.
This feature will allow users to choose how their projects are organized by default on their projects page. Head to Projects>>Customize page to see those customizations under the Columns area.
Ways they can be organized:
We now have an extra tool to quickly learn how to use Dubsado on some basic functions. There are six tours new users can go through that each focus on a key area of Dubsado that they are interested.
The subjects of these tours are:
There is also a general walkthrough that will show the general layout of the platform.
These will allow you to click on various parts of the app to take you to the correct pages and buttons to click to perform the desired task. Each step on the tour will have a "skip" button to allow you to exit the tour at any time (tour progress will not be saved).
You can access the tour from anytime through the Help Button in the top right corner.
Hope you all enjoy these updates. Any questions, please email (hello@dubsado.com) or chat us. We are always happy to help!