by David Thomas | 2 Feb 2019
This procedure provides a walkthrough on how to add articles to the LaunchPad Knowledge Base. Site Setup LaunchPad runs four websites: Production web site (live): launchpadcentre.com This web site is the primary landing place for people searching for information...
by David Thomas | 16 Oct 2018
Now in MS-Teams under Groundcrew->General->Processes.
by David Thomas | 25 Jul 2018
This is a painful process, so if you’re not good at running Unix Shell scripts, playing with complex Excel formulae, then you’re probably better off not trying this. If you’re brave at heart, then give it a go – I’ll try to explain in...
by David Thomas | 20 Jun 2018
System: Nexudus MRM Link: Username: (check with Jeremy for access) Summary Zoho has been customised from the base product to include a number extensions that capture information about Collaborators (members) and the Agreements we have in place with them. Definitions...
by David Thomas | 20 Jun 2018
Prior to kicking off the on-boarding process for a new Collaborator, the Operative Team must close the Opportunity in Nexudus and update systems so that other teams can complete their tasks. Key tasks: Mark the Opportunity as ‘won’ in Nexudus and update...
by David Thomas | 20 Jun 2018
Once you’ve found and opened the Contact record in Nexudus, complete the following steps. Converting a Contact into a Member If the new Collaborator was not in the system as a Contact, then you’ll need to skip this step and Add a Member (see below). Under...
by David Thomas | 20 Jun 2018
Click on the TEAMS tab and then on the ‘Add Team’ button located at the bottom right of the screen. On the Teams details form, there are some sections to complete. General – Details Fill in the Name – this should be the same as the company....
by David Thomas | 20 Jun 2018
Room booking credits are automatically added to a Team based on the active Plans associated with the Paying Member (Primary Contact). Find the Paying Member The Simplest way to find the Primary Contact (called the Paying Member in Nexudus) is to search from the Team....
by David Thomas | 20 Jun 2018
Once a Primary Contact for a new Collaborator has been added (with associated plans), you’ll need to add Team Members. Adding a Team Member If there isn’t already a Member record for this person, create one by clicking on the Add Customer button found at...
by David Thomas | 19 Jun 2018
Member and Contacts Contacts are typically Leads (not yet connected with LaunchPad), but also may be external users of rooms who pay as they use them (they pay up front). These people can log in and make bookings but do not get an invoice – they are prompted to pay...
