Calendar Intergration
I can see there is an option to intergrate google calendar... Is this so anything in BM calendar is copied to Google or the other way round?
New fabric updates
As there is an abundance of new fabric collections due - Does Blind Matrix have a way of adding these and price bands?
New fabrics
I may have this wrong and apologize if that is the case, but am i right in thinking that when the new fabrics come out each year we each have to send them to BM to upload them to our software. As we all pretty much use the same suppliers wouldn't it make
Order Locked by Other user
Hi All, Has anyone come across when looking at orders in the system that have been created/ entered by another user it says at the top... Order locked by 'User Name'
New fabrics
Hi All, With all the new fabrics coming out soon and previous ones being discontinued, does blindmatrix automatically update the fabrics or do we have to do that manually and if so how does everyone go about that?
Account Merging
Hi peeps! I'm new to BlindMatrix and having to learn as I go. One question I could do with some help on : is it possible to merge or link references, ie different activities to duplicate customer records?
Luxaflex pricing
Hi folks, Do any of you operate as HD resellers? If so how do you use BM to quote? Have you had the support team set up all the products and price tables? I dread the thought of having to tackle it myself! Do you have to complete import documents for
I would like to know how to Create a PO (Purchase Order)
I would like to know how to Create a PO (Purchase Order)
Edit all
Does anyone else have issues with the edit-all option? We can never get it to work. I'm not sure if it is something we are doing or it just does not work. I have 15 vertical blinds on a job, the customer wants a different fabric so I click on edit all
How to use the data collected
Afternoon Can someone direct me to a guide on how to use the customer data collect on BM? I'd like to understand how versatile the CRM can be Thank you
Our Customer Support Availability
We have recently changed our customer support timings and please find the timings below, Customer Support Availability You can reach us at the following timings based on the regions, BST - 7 am to 4 pm EST - 6:30 am to 3:30 pm AEST - 9:30 am - 6:30 pm
Sales reports
Is there a report that will give a quick snapshot view (dash board type of view) of what type of products a chosen trade account is ordering? I am trying to understand which accounts are ordering which products, eg account 007 is ordering 86 vertical,
Notifications
Can this forum be set up to send notifications when comments/ replies are made to my topics ? cant see a setting for it?
price per metre setup
Hi Guys, We run into a problem as a wholesale manufactuerer. Anyone came across the difficulties not being able to have a price per metre setup for subcomponents. Like for example Headbox which consists out of 3 parts. 2 of them are extrusion, 1 is a
The New IOS App Version 8 is ready for download!!
For those of you using Apple devices, please update your apps so you can experience the new look and feel which brings it in line with the Android version. This update will make creating quotations, orders and appointments for your business easier and
Strange things are going on
Seem to having very unusual happenings, 1st BM decided to change the delivery address on a order placed thru the portal, we didnt know and the order was sent to the wrong address which is very annoying to say the least, we have to now pay the carrier
Appointment Target
Saw a new table in the appointment box that gives days and remaining targets. How does this work? What is based on and where do you enter the data etc...?
System integration
One of our clients has took BM on, they used to place orders thru the portal but are now doing it thru their own system and emailing the orders thru to us, which of course means we have to manually enter them on to our system which is creating more work,
Default an Order Item on all Orders
Hi, Is it possible to have a particular Product always added to a order. For example, on all orders we put "to Supply and install" at zero cost. It would be really handy if BM would automatically add this to any newly created record/order.
Exporting/Importing Orders
Hey all! just wondering if someone can let me know how to export and import orders into blindmatrix? we’ve got quite a large order that would be a lot easier to type into something like excel and then place into blindmatrix, if this is possible? thank
Wholesaler Trade Ordering
We just recently got BM. We are a wholesale company based in NSW Australia and I am wondering how we can get our wholesalers to login and put their orders through our BM or if anyone currently does this?
Trade customer price list
We give our trade customers a whole figure price list. Because a percentage is added on to the cost price it comes out with a price with cents on it. So over 2 or more blinds we could be out by a dollar or more. We are changing to Blind matrix from another
Email attachments when using the BM app
Does anyone else wish we could attach files or web links to quotes we send from our mobile devices? I detest carrying printed brochures. They go out of date, end up looking tatty and the one you need is ALWAYS the one you dont have in the car!
How do we get the most out of Community?
We are here to help you release the full potential of your business through the use of BlindMatrix Solutions. Many of our customers are great at advocating for themselves and working with our support teams to get what they need from their solution to
Print issues
Hi does anybody who uses Apple systems have issues regarding printing worksheets and labels ? This issue has gone unanswered by BM for 2 months so trying to find a fix Any help appreciated
Online Portal V2
I have moved to the V2 portal (for the 3rd time) I have a question from one of our accounts "How do you search for customers on it.?" Is this possible, it was on the old version
Strange Emails asking for Payment
Had some trade customers telling us they have had emails asking for payment, they weren't sent from us, but the invoice numbers and account details were correct. Has anybody esle had this ?
Customer Payment Receipts
Hi All, Before the big update and re-branding of BM, when you entered a payment under a customer account you used to be able to click on the receipt button to the end of the table and produce a payment receipt. Though that's now no longer there... how
Android tablet not pricing certain fabric groups
Is anyone else having issues with their Android tablet not pricing certain fabric ranges on any products? Our vertical pricing will price a special offer fabric when we select price band but when you add fabric name and colour it goes to zero value??
The BM CRM system
Hello all How do you market to the names you have collected in the CRM system that BM have? I'm not looking at the reports, I need to know how to use the system on the marketing side. I mean I have all these names and addresses but have no idea how to
Deposit Invoicing
Hi All, Another question I have is how do you all produce a PROFORMA/ deposit invoice to ask the customer to pay against just the required 50%? We have a template called this but it shows the full order value not just the required amount. Thanks, Sa
Online ordering discount
Is there any way of setting up a discount for online orders?
Manufacturing Perfect fit/ visions
Hi All, Hope we are all keeping well. We currently manufacture rollers and verticals, we are just going to set up to manufacture perfect fit rollers and vision blinds also in perfect fit both with using the louverlite system my question is does anyone
Text messaging
We have a text message package which is set up to automatically text appointment reminders and payment confirmations to customers, however, I can't see a way of creating a new text to a customer or even replying to them when they reply to the original
Auto task after a set period
HELP! I've set an auto task and now cant find where the settings are to modify it.....can someone please help me out with its location in settings.... TIA Nic
Measurements Only - Product?
Hi all I believe (been informed by BM) that to record sizes on a survey, there has to be a product listed. Has anyone set up a Measurements Only product to allow the measurements to be recorded to that customer? You know how it goes, there person that
Update 7
Hi Matt do you know when update 7 will be available for the Ipad
Adding an uplift/increase every product?
Does anyone know how to uplift every product by a %? With every supplier increasing prices monthly, there has to be an easy way! Thanks Steve
Blindmatrix data usage
We've got a cellular Ipad so that we sync with office during the day, any idea of a suitably sized data package for a SIM only deal. We only intend to use it for Blindmatrix and associated photos, files etc. We do 5-6 sales calls per day. thanks in
Measurements
Our BM is set up for mm. I have 1 surveyor who measures everything in inches as he is not confident with mm. Is there a way that BM can automatically convert so we don't need to do this manually?
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