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Make sure you're taking advantage of the latest product enhancements. If you're a heavy database user, you'll definitely want to see what's new.Jared Allen of our Customer Experience team demonstrates:- Database improvements: learn how to notify users via email when database records change, prevent everyone from creating duplicate records and leverage runtime filters to quickly switch between different sets of records.- User interface changes: we've simplified how you work with Central Desktop SocialBridge® via drag-and-drop file uploads, fewer buttons in Files & Discussions, improved calendar scheduling and more.- Project overviews: a new summary view lets you add tasks, check recent activity, and identify both upcoming and overdue items. If you don't have any tasks or milestones in a new workspace, a new training message walks you through how to get started.- Document sharing: you can now send guest links that expire on a particular date to people who are not part of your workspaces.
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PRODUCT INNOVATIONS WEBINAR DATABASE, UI IMPROVEMENTS + MORE Summer 2012
©2012 Central Desktop
Learn from our friendly experts
Q+A
Millie Zhou Product Support
YOUR HOST
Jared Allen Product Support
©2012 Central Desktop
What’s new?
• Databases Unique records, run<me filters, email suscrip<ons
• UI improvements Drag and drop files to upload, calendar availability
• Document sharing Link expira<on
• Project overview Centralized summary of project ac<vi<es
©2012 Central Desktop
Got questions?
• We’ll have a Q&A session at the end of the webinar
• Please use the Ques<ons func<on in GoToWebinar to submit your ques<ons
©2012 Central Desktop
Let’s get crackin’!
©2012 Central Desktop
Databases 101
• Useful for storing records of similar informa<on • Data can be viewed, searched and filtered in a variety of ways
©2012 Central Desktop
Michael Scott
• Michael is a recruiter at Acme Corpora<on
• He uses Central Desktop to manage and organize job applica<ons
©2012 Central Desktop
Check for duplicate records
• “Check duplicate” ensures newly created database records are unique
• If prompted with links to duplicate records: • Users can choose to proceed anyways • Admins can restrict users from saving duplicates
©2012 Central Desktop
Runtime filters
• Generate results on the spot • Allows for <me efficiency
• No need to edit or create mul<ple views
©2012 Central Desktop
Subscriptions
• Views can be sent via email • Keep people in the loop • Pre-‐defined frequencies
• Subscribe workspace members or groups • Includes links to edit/view
• Subscribe non-‐workspace members • Includes image of the view
©2012 Central Desktop
Michael at work
• Checks for duplicate records in his Applicants database
• Uses run<me filters to narrow down applicants by department, posi<on and status
• Subscribes department managers to weekly overviews of new applicants
©2012 Central Desktop
F&D interface improvements
• Simplified files & discussions tab • Consolidated bu\ons and op<ons
• Full-‐width file previews
• Organized more efficiently • Get work done faster
• Brought to you by high demand!
©2012 Central Desktop
Drag and drop files
• Upload single or mul<ple files from to the file list view • Upload new versions into the file preview page
• Latest versions of Firefox, Chrome, and Safari only
• Not available with Internet Explorer :(
• Download single files from file list view with Chrome
©2012 Central Desktop
Calendar availability
• View who is (and who isn’t) available when crea<ng events • Unavailable <mes blocked in color
• Schedule a <me that works for everyone • No need to check individual calendars
©2012 Central Desktop
Michael at work
• Drags and drops resumes to a\ach to applicant records
• Downloads resumes via drag and drop for review • Checks department managers’ availability when scheduling interviews
©2012 Central Desktop
Document sharing
• Share informa<on with non-‐workspace members • Send via email
• Receive confirma<on email when viewed
• Create shareable link • Manage links • Share or post on a website or blog
• Set links to expire on pre-‐defined date
©2012 Central Desktop
Project overview
• Summary page • Add new tasks • See upcoming and overdue tasks
• Check recent ac<vity • New training message if no projects exists
©2012 Central Desktop
Click to edit strikes back
• Brought back by popular demand on the Ideasphere
• Click to edit allows for quick edit from the task list view • Titles • Start dates • Due dates
©2012 Central Desktop
Michael at work
• Share an applicant’s resume to supervisors even though they are not a workspace member • Sets expira<on dates on sensi<ve informa<on
• Quickly views upcoming and overdue tasks • Easily reschedules tasks for himself
©2012 Central Desktop
Q+A session
©2012 Central Desktop
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