SwiftClock’s 5 Minute Setup

SwiftClock’s 5 Minute Setup: For now, let’s get you billing clients or your employer and the rest will fall into place. The bare minimum steps are… 1. Add someone to bill to your address book 2. Clock some time to that person or company After that’s done we’ll fancy it up, add billing rates, etc., Read More…

Swift Calendar Implementation

Using Your Scheduling Assistant is easy! Taking a few minutes to set this up one time will save you hundreds of hours over the long run, not to mention reduced frustration scheduling things, and greater show-up rates due to the automated reminders. Let’s get started. NOTE: There’s one critical setting that must be defined before Read More…

How to Setup a Masked Redirect

Here’s how to mask any domain name: Example: http://SwiftSchedule.com/brucemack — actual URL, or http://SwiftCloud.io?utm_source=email&utm_medium=newsletter&utm_term=newusersequence&utm_content=onboarding&utm_campaign=onboarding to just http://EasyURL.com      

How to Remove Duplicate Rows in Google Spreadsheets

This video shows how to remove duplicate data (single column or multiple columns i.e. combined uniqueness) Use the “unique” function, then Copy & “Paste Special >> Values Only” to freeze the data (convert it from a calculation to raw data) To import this data into SwiftCloud (i.e. for Contacts, CRM deals, accounting data, etc.) simple Read More…

How to Set Up Login via Facebook or Google with SwiftCloud

Difficulty: easy Time: 3 minutes If you have an existing SwiftCloud account and you want to add login-via-facebook and/or login-via google and/or login-via windows live, simply Login using your email and password Go to  https://swiftcloud.io/user/profile – (Click your photo on the navigation top right, then “logged in as {yourname}”) On the right side, below your Read More…

Import to Contacts / CRM / SwiftCloud

Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain commas in the street address or comments, which then affects the column-order).  

Help >> Mail Merge

Help >> Mail MergeFeb 24,2015

Mail Merge in SwiftCloud To send a mail merge document, simply add any of the following shortcodes into your document. %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if you don’t care to correct capitalization %%LASTNAME%% // recipient’s last name, in this case, not Read More…

Change your Primary Email

Changing your primary email for your SwiftCloud account is easy. Login to your account at http://SwiftCloud.IO Navigate to Settings >> {YourName} >> Profile Click the email field Replace it with the new one you want Verify it. The new one will not work until you verify it. Done!   You can also change your password Read More…

Sales Rep Setup

Sales Rep SetupNov 03,2014

This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http://SwiftCloud.IO on the home page (free), using your primary email (will not be shown to clients, unless you want to. Sales leads will come to this email, Read More…

WordPress Plugin

WordPress PluginOct 01,2014

Info about the wordpress plugin will go here over the coming days. For now, it does 1 thing: drops a SwiftForm into a sidebar or page-body via shortcode. Download it at https://wordpress.org/plugins/swiftcloud/ More help to follow. Shortcode: