Difference between revisions of "Growth Zone Staff App"

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#:[[File:SAP Email Update.jpg|center]]
 
#:[[File:SAP Email Update.jpg|center]]
  
==Add Contacts with the GrowthZone Staff App==
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===Add Contacts with the GrowthZone Staff App===
  
===Add Contact Manually===
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====Add Contact Manually====
  
 
#Select '''Contacts''' from the app menu.
 
#Select '''Contacts''' from the app menu.
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'''NOTE:''' You may also add a Profile Image while adding a contact manually.
 
'''NOTE:''' You may also add a Profile Image while adding a contact manually.
  
===Add a Contact by Scanning a Business Card===
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====Add a Contact by Scanning a Business Card====
  
 
You can easily add new contacts to the database by just scanning their business card.
 
You can easily add new contacts to the database by just scanning their business card.
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#Click the [[File:CheckMarkIcon.jpg]] icon to save the new contact.
 
#Click the [[File:CheckMarkIcon.jpg]] icon to save the new contact.
  
===Add a Contact by Importing from Phone Contacts===
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====Add a Contact by Importing a Business Card Image====
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 +
This option allows you to select an image of a business card from the photos on your phone.
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#Select '''Contacts''' from the app menu.
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#Click the [[File:AddContactInfoIcon.jpg]] icon.
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#:[[File:SAAP Add Manually2.jpg|center]]
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#Click '''Import Business Card Image'''.  The photos on your phone will be available for you to select the desired business card image.
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#Select the desired image, the app will process the business card information and populate the appropriate fields.
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#Click the [[File:CheckMarkIcon.jpg]] icon to save the new contact.
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 +
====Add a Contact by Importing from Phone Contacts====
  
 
#Select '''Contacts''' from the app menu.
 
#Select '''Contacts''' from the app menu.

Revision as of 20:53, 24 August 2018

GrowthZone Staff App Overview

The GrowthZone Staff App consists of 3 of modules:

Contacts:

  • Allows user to Add/Edit contacts
  • Ability to sort contacts
  • Scan business cards to add contact to database
  • Contact’s information is “clickable” – which means tapping an address opens their location in device’s default map app, their email address opens a new email draft, and a phone number triggers a phone call to start.

Events

  • Register and Check users into an event
  • Ability to scan QR codes to check people in
  • Calendar events can be added to devices default calendar app

Tasks

  • Ability to View/Add/Edit active tasks that are assigned to you on the go

Download the GrowthZone Staff App

The GrowthZone Staff App is available for both Apple and Android devices. Search for “GrowthZone” in the app store.

Staff App Navigation

When the Staff App is first launched, your Dashboard will be displayed. The Dashboard provides an at a glance understanding of your Memberships, Events, Tasks and Lists and Committees.

SA DB CP.jpg

Using the Staff App for Contact Management

Using the GrowthZone Staff app you can easily view, edit and add contacts to your database.

View Contacts with the GrowthZone Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed. NOTE: You may also view your lists and committees.
    Contacts SA2.jpg
  3. Scroll through your list of contacts to locate the desired contact, or click the Filter Icon.jpg filter icon to filter the list. The list may be filtered by contact type, membership status and/or category.
    SAAP Filter Options1.jpg

The Contacts module displays three tabs:

Tab Description
ContactIcon.jpg Displays the Contact's Information. This includes general contact information, membership information, billing information, list & committees, and, if working with an individual, Hub information.
OrganizationIcon.jpg Displays the individuals associated with the contact, if the contact is a business and the businesses the contact is related to if the contact is an individual.
CommunicationIcon.jpg Displays communications (notes, emails, etc.) with the contact.

Update Contact Information with the GrowthZone Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  3. Scroll through your list of contacts to locate the desired contact, or type the name of the contact into the Search Contacts text box.
  4. Click the desired contact in the list.
    SAP Contact Page.jpg
  5. Click the Contact Information that you wish to change:
    • If you click on an address field, you can choose to update the address OR view the location of the address on a map.
    SAP See Map.jpg
    • If you click on an email field, you can choose to update the email address OR send an email.
    SAP Email Update.jpg

Add Contacts with the GrowthZone Staff App

Add Contact Manually

  1. Select Contacts from the app menu.
  2. Click the AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  3. Click Add Manually.
    Add contact info CP.jpg
  4. Enter the desired contact information, then click the CheckMarkIcon.jpg icon to save changes.

NOTE: You may also add a Profile Image while adding a contact manually.

Add a Contact by Scanning a Business Card

You can easily add new contacts to the database by just scanning their business card.

  1. Select Contacts from the app menu.
  2. Click the AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  3. Click Scan Business Card. The camera on your phone will be enabled.
  4. Take photo of the business card.
  5. Click Use Photo or Retake as necessary. When Use Photo is selected, the app will process the photo and and populate the contact information in the appropriate fields.
  6. Click the CheckMarkIcon.jpg icon to save the new contact.

Add a Contact by Importing a Business Card Image

This option allows you to select an image of a business card from the photos on your phone.

  1. Select Contacts from the app menu.
  2. Click the AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  3. Click Import Business Card Image. The photos on your phone will be available for you to select the desired business card image.
  4. Select the desired image, the app will process the business card information and populate the appropriate fields.
  5. Click the CheckMarkIcon.jpg icon to save the new contact.

Add a Contact by Importing from Phone Contacts

  1. Select Contacts from the app menu.
  2. Click the AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  3. Click Import from Phone Contacts. Your phone address book will be displayed.
  4. Select the contact you wish to add.
  5. Click the CheckMarkIcon.jpg icon to save the new contact.

Managing Events with the GrowthZone App

The GrowthZone staff app makes it easy for you to register and check users into an event (manually or by scanning the QR code provided in an attendees confirmation email). Payment for event attendees may be accepted manually, or by use of a mobile credit card reader.

We recommend the follow readers, available for purchase at posguys.com


Shuttle

ShuttleReader.png


For iPhones without an audio jack:

iMag Pro II

MagProReader.png


Viewing Events in the GrowthZone Staff App

You can easily view and manage events using the Staff App.

Add Events with the GrowthZone Staff App

Checking in Event Attendees with the GrowthZone Staff App

Manually Checking in an Event Attendee with the GrowthZone Staff App

Scanning QR Codes for Event Check-in

Accepting Payment for Events with the GrowthZone App