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Stuart Loecker

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Latest activity by Stuart Loecker
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    Stuart Loecker commented,

    Great article! 

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    Stuart Loecker created an article,

    Sending an Agenda as a Follow Up

      When you want to send an agenda as a follow up, select the agenda you wish to send by tapping on the Agenda tab at the bottom of the screen and then the agenda name.        You will see the conte...

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    Stuart Loecker created an article,

    Social Sharing

      Social Sharing is a new feature that we have added to our 3.1 iOS update. It allows users to share media to the social networking sites: Facebook, Twitter, or LinkedIn. Users will need to have th...

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    Stuart Loecker created an article,

    How to Send Follow Up Emails

    One Item Follow Ups:   If you would like to send a customer a follow up email containing a single document, you will want to start by tapping on the share button in the top right corner.        Sel...

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    Stuart Loecker created an article,

    Why isn't my Shared Agenda downloading to the user's device?

    There are multiple reasons as to why a shared agenda won't download to a user's device.  1) To share an agenda, the admin will have to switch the Approve toggle on in Media Manager > Agendas. O...

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    Stuart Loecker created an article,

    Sharing Agendas in App (Windows)

      Open up your agendas by tapping on the second button on the sidebar (highlighted in blue)         To select the agenda in Tablet mode: Hold down and drag  To select the agenda with a keyboard/mou...

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    Stuart Loecker created an article,

    Sharing Agendas in App (Android)

      Agendas can be shared from within the app. To do this, choose an agenda that you would like to share by tapping on the name.        Next, tap the "+" in the top right corner button. The...

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    Stuart Loecker created an article,

    Sharing Agendas in App (iOS)

    Agendas can be shared from within the app. To do this, choose an agenda that you would like to share by tapping on the name.        Next, tap the share button in the top right corner. Then choose S...

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    Stuart Loecker created an article,

    Creating Agendas on Windows

     Tap the "+" sign on the image you would like to add, select add to agenda     Enter a title for your new agenda   Your new agenda is now created.      To view your agenda, tap on the Age...

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    Stuart Loecker created an article,

    Creating Agendas - From the Agenda Tab (Android)

      To create an agenda from the agenda tab, click on the "Agendas" tab.  *depending on which android device you are using, this will appear in the sidebar menu or on the bottom of your scr...