2009 Vol 2 New Features

Note: Review this document for complete feature and system information details.

Ribbon Tool Bar: The toolbars in the main StudioPlus screens have been updated to a new Ribbon toolbar. The most commonly used icons now appear larger. The ribbon can be minimized using the “Hide Ribbon Button”

, allowing you to maximize the amount of screen space you have. Ribbons make every screen more functional and user friendly, giving you quick and easy buttons to complete your daily tasks. Here is a sample of some of the new ribbon toolbars:

Browse Screen Enhancements: New features have been added to the browse screens that will help you to view, group and filter your data more quickly and easily. The new “Filter the Data” feature will allow you to choose any column on the screen and filter the records you are viewing by that column. The “Group By Box” allows you to drag and drop any available column into the Group By area and all the visible records will be grouped by that column.

You can also right-click on any column header and choose to Sort, add a Summary, Group, Filter, Hide, or Best Fit that column. These features make it easy for you to search your data quickly, sort and even create ad-hoc reports right from the screen.

Performance Note: Please note that when using the new Group By, Filter, or Summary features, the performance on the browse screens may be affected. If you are viewing more than a few hundred records, you will have to wait for those records to be actively loaded into the screen in order to group, filter or sum those records in the screen.

Splitter bars have also been added to the vertical and horizontal scroll bars. Simply hover your mouse cursor over the splitter button next to the scroll bar,

and drag the splitter bar. This allows you to view either columns or rows in a split screen as you scroll through additional records and columns.

Phone Call Browse Screen Filter: You can now create Phone Call Filters and search the Phone Call Browse Screen based on filters that you create, giving you unlimited flexibility on how you view and search for phone calls.

Digital Workflow and Sales Presentation Keyboard Shortcuts: Many of the commonly used functions in the Digital Workflow and Sales Presentation now have keyboard shortcuts available to help you speed up your pre-sales editing and presentation time. Below is a list of the Keyboard Shortcuts:

Keyboard Shortcut	Action
Ctrl-Shift V	Show the Image Viewer
Ctrl-Shift G	Show the Image Groups
Ctrl-Shift P	Make a New Preview from the HiRes Image
Ctrl-Shift L	Rotate Left
Ctrl-Shift R	Rotate Right
Ctrl-Shift K	Image Meta Data Keywords
Ctrl-Shift I	Image Adjustments
Ctrl-Shift E	Edit Retouched Image
Ctrl-Shift C	Crop
Ctrl-Shift S	Save Crop
Ctrl-Shift A	Advance the Session or Order Status
Delete	Delete the Preview Image
Ctrl-Delete	Delete all files of this image
Ctrl 1-9	Colorization (1= Color, 2= Black & White, 3=Sepia)
Ctrl-Shift N	New Composite
Ctrl S	Save Composite
Ctrl W	Save and Close Composite
Ctrl Insert	Save as a New Composite
Ctrl-Shift S	Save the Order
Ctrl-Shift O	View Order Information
Insert	Run the Slide Show

New Buttons for New Production Order and Advance Status: The new ribbon tool bars also include two new buttons on the Digital Workflow, “New Production Order” and “Advance Status”.

The New Production Order button will select the most recent Invoice for the highlighted Session and create a New Production Order.

The Advance Status button will advance the status of the Session or Production Order that you’ve highlighted to the next status in the workflow.

Image Adjustment Feature: On the Digital Workflow, you can now select an image or multiple images and click on the “Image Adjustment” button. The Image Adjustment screen will allow you to adjust the selected images’ Unsharpen Mask, Brightness and Contrast. Then a new Preview image will be created. These modifications can be for viewing purposes, or can be applied to the HiRes or Retouched images once the images are rendered.

Custom Image Colorization: You now have the ability to customize your own colorization settings, such as Black & White, Sepia, or other tones and styles. Go to the Maintenance – List Maintenance – Image Colorizations. By default you will have the Black & White and Sepia options. You may either choose to edit these or add new colorizations. When creating colorization tones you can adjust Brightness & Contrast, Hue, Saturation & Luminance, RGB Levels, Curves and Levels. Click the “Add New” button to add one of these settings. Click the arrow buttons to re-order the order that the settings will be applied to the image.

Retouched Image Flag: In the Digital Workflow and Sales Presentation a new "Retouching Needed" flag has been added. If an image has been ordered and has any Options, Enhancements or Item Detail Notes, that image will be flagged as "Retouching Needed", a new purple flag. Retouching Needed images can be viewed by going to the "Show" menu and choosing "Retouching Needed".

Retouch and Produce Screen Show Image Defaults: The Digital Workflow Retouch and Produce screens have been enhanced to default the images being shown. The Retouch screen will show "Retouching Needed" images and the Produce screen will show "Ordered Images" by default. Note that all of the images will still be loaded in the background when you select a new session.

Image Count: The image count displayed in the bottom left corner of the Digital Workflow screen will now display the total number of images for the selected session, as well as the number of images currently being shown. When you select a new session you will notice the total image count being loaded. If you select to show a selection of images by the image ranking or image groups, the count of images showing will be updated to display how many images you are currently viewing, making it easier to know exactly how many images you are working with.

Ordering Composites for Multiple Product Sizes: In previous versions of StudioPlus, all the composite items in your Price List had to be assigned to a single composite template. You can now create composite items in your Price List that can be assigned to ANY composite in your template database. If you have Composite Templates that you want to be able to order for different sizes, but don’t want to have to create a different Composite Template for each size, you can now go into your Price List, add a Composite Product that can be applied to any composite template. Simply select “Allow Any Composite” in the Composite selection box, and then when you create any composite in the Sales Presentation and click the order button, you can select this product from a selection window.

Colorize an Entire Composite: In addition to being able to colorize individual images within a composite, you can now colorize the entire composite. Right-click on the composite or use the Ctl-1-9 keyboard short cuts to change the entire composite to a specific color.

Run External Slide Shows: If you use other applications to create slide shows, these can now be integrated into StudioPlus. From your third party slide show software, simply save the slide show out as “SlideShow.exe” (your third party software needs to be able to export shows as EXE files). Save this file in the Session’s Preview image folder. When you click on the “Run Slide Show” button in StudioPlus, instead of StudioPlus’ slide show, your custom SlideShow.exe will run.

Switch Green and Red Ranking Buttons: The Not Selected, Undecided, and Selected ranking buttons have been re-arranged on the Sales Presentation screen, to Selected, Undecided and Not Selected. The Green Selected button is now on the left and the Red Not Selected button is now on the right. This now matches the same order of the hot keys of [1], [2], and [3].

Render Profile Subfolder Options: When Rendering Images, you now have the option to Render images to a folder and create subfolders for today's date and/or the session or order number. If you choose these options in the Render Profile, a subfolder will be created in the specified location with today's date and/or the session or order number for the images you are rendering, allowing you to manage the images being rendered into your render hot folders more easily.

Capture One Color Profile Settings: If you are using the StudioPlus - Capture One integration (Capture One 3.7 and older), you can now set the camera color profile and output destination color space for Raw images being captured and converted using Capture One. Find these in the Capture One - Workflow - Color Management settings, and type them into the StudioPlus Integration settings screen under Maintenance - Preferences - Company Preferences - Integration tab, exactly as they appear in Capture One. Then any Preview, HiRes, Retouched or Rendered jpg files that StudioPlus produces from the Raw files will use these profile settings.

PCI Compliance: The Payment Card Industry (PCI) Data Security Standard (DSS) was developed to encourage and enhance cardholder data security and facilitate the broad adoption of consistent data security measures globally. PCI Compliance is mandated for ALL businesses that process credit cards. Serious fines can be incurred if a security breach occurs and your business was not adhering to PCI Compliance Requirements. StudioPlus is committed to meeting the ongoing and changing PCI Compliance Requirements as determined by the PCI Security Standards Council. Therefore, new tools have been added to StudioPlus to ensure that you have the proper tools you need to meet the new PCI requirements. If you use StudioPlus to record credit card information, then PCI Compliance is important for your business, and ensures a higher level of security for your financial transactions. Please note that StudioPlus gives you the tools to become PCI compliant, however, you are responsible for implementing and ensuring that your business is following the PCI guidelines. For more information on PCI Compliance see the StudioPlus PCI Implementation Guide: http://www.studioplussoftware.com/2009/WebHelp/PCI_Compliance_Implementation/Overview_of_Requirements.htm

User Security: In the Users & Security section, you can now enable PCI complaint security mode. Go to Maintenance – Users & Security. From the Users menu select “Enable PCI Compliant Security Mode”. This will require that your Users have “Strong Passwords” (passwords with 7 characters or more, alpha and numeric digits, are changed every 90 days, and cannot be the same as any previous 4 passwords used). Also, if an incorrect password is entered on 5 attempts, that user is locked out of StudioPlus until an Administrator logs in and resets the user’s password.

Audit Trail Options: Creating an audit trail for your most important and secure information is a good idea, especially if you have multiple employees creating invoices, giving discounts and recording credit card transactions. The audit trail logging options give you even more tracking features that will ensure your financial transactions are secure.

PCI-Compliant Logging: PCI Compliant logging allows you to ensure that the appropriate logs are being created to maintain PCI Compliance. To turn-on PCI Complaint Logging, go to Maintenance – Preferences – Company Preferences and go to the System Tab. Select the “Enable PCI-Complaint Logging”. An audit trail will now be logged for every User login attempt (successful or unsuccessful), User password that is reset, every time a Payment record is saved, modified, or deleted, every time a credit card transaction is authorized (whether successful or unsuccessful), every time a credit card number is unmasked and viewed, or when the Audit Trail Log is viewed.

Invoice Discount Logging: You can now setup StudioPlus to monitor and log any Invoice Discount that is given to a customer. If you have employees that give discounts, it is a good idea to monitor those discounts to ensure that they are being given for valid reasons. To turn-on Invoice Discount Logging, go to Maintenance – Preferences – Company Preferences and go to the System Tab. Select the “Enable Invoice Discount Logging” check box. If you would also like to require the user to enter a discount reason at the time they are making a sale that includes a discount, check the “Prompt for Discount Reason” check box.

Audit Trail Log Report: Once you enable logging, you can view the log report by going to Utilities – View Audit Trail Logs. Select the date range that you would like to view. Export these logs to Excel and store them in a secure location before you clear out any old logs.

Client Duplicate Check on Email Address: You now have the ability to check for duplicate clients based on the email address. If you are entering an email address and another client has the same email address, you will be notified of a possible duplicate client. To set the email address duplicate check go to Maintenance - Preferences - Company Preferences - Miscellaneous and check the "Check client email" under the Client Duplicate Check Options.

Note: We strongly recommend that any studios using MyStudioPlus.com use the client duplicate check on email address, because the MyStudioPlus.com login is normally the client's email address, ensuring that the MyStudioPlus.com login is unique.

Production Automatically Assign Order Number: Some labs and vendors provide you with reference numbers or order numbers, some vendors will accept the reference numbers that you assign to your order. Now you can set in StudioPlus which vendors should have the Production Order number automatically assigned and which should not. Go into the Maintenance – List Maintenance – Vendor Maintenance and select the “Automatically Assign Production Order Number” check box if orders sent to this vendor should have numbers assigned by StudioPlus. Otherwise you will need to manually type in the Order Number for each Production Order.

Production Order Automation: New features have been added to help automate your Production Workflow, and ensure that Production Orders are created and Invoices are properly fulfilled. Go to Maintenance – Preferences - Company Preferences and the Production Tab.

New Production Orders: You can now choose to either automatically have StudioPlus create new Production Orders or to prompt you to create new Production Orders based on when the Invoice is saved, received the first payment, paid in full, set to a specific Invoice status, or exiting out of the sales presentation. StudioPlus will only automate new Production Orders on “Initial Order” or “ReOrder” Invoice Types.

Update Invoice Status When Orders are Completed: When all of the Production Orders for an specific Invoice reach their “Final Status”, as defined in the Order Status Maintenance, you can choose to have StudioPlus automatically update the Invoice Status or prompt you that the orders are completed or both. This way you know that all of the production has been completed for this invoice, and you can now notify the customer that their order is ready to be picked up.

Home Page Today’s Snapshot Drill Down: On the Home Page – Today’s Snapshot section, each of the Cash Receipt, Sales, Sessions and Booking numbers are now hyperlinks that allow you to drill down and see the records that make up the numbers. Simply click on one of the Today, WTD, MTD or YTD numbers to view the detail reports.

Calendar Title Bar and Buttons: A new title bar and buttons have been added to the Calendar to help you navigate the Calendar better. The title bar indicates which date or dates you are currently viewing. The arrow buttons allow you to click Previous or Next.

Exclude Canceled Sessions from Status Triggers: Any session that has been marked as "Canceled" will now be automatically excluded from any Session Status Triggers. Any emails, letters or phone calls that would otherwise run for these sessions will be skipped as long as the "Canceled" check box is selected.

Canceled, OnHold, or No Show Sessions Prompt: If you check the "Canceled", "OnHold", or "No Show" check boxes on a Session record, you will be prompted to change the Session Status. This will allow you to setup Session Statuses that remove the Session from your normal Session Status Workflow. We recommend setting up a Session Status for these "pending" sessions, under Maintenance - List Maintenance - Session Status Maintenance.

Exclude Payments from Automatic Payment Plan Processing: When using the Automatic Payment Plan processing feature to run pending payments, you may want to exclude certain payment methods from the automatic processing. In order to do this go to Maintenance - List Maintenance - Payment Methods and select "Exclude from Automatic Processing" and any pending payments for this Payment Method will be excluded from the automatic process.

Appointment Booked By: StudioPlus now tracks which user booked the appointment. This can be included in the Data Entry Validation as well to ensure that your employees are setting the Appointment Booked By field.

Phone Call Screen Search Option: On the Phone Call Screen, a search option for "All Users" has been added, allowing you to search for phone calls scheduled for all users, instead of just one at a time.

Payment Information Screen Go-To Buttons: On the Payment screen, new "Go To Client" and "Go To Invoice" buttons have been added, allowing you to open up a Payment Record and quickly go to the client or invoice related to this payment.

Yearbook Options: You can choose how you want to offer Yearbook Pose selections to your customers. From the MyStudioPlus.com Preferences screen, select "Do not offer yearbook seelctions online", "Offer yearbook selections for Organization based Session Types" (based on the Session Type Maintenance setting), or "Offer yearbook selections for images containing "Yearbook" meta data" (Meta Data Keywords can be set when Importing Images, or by right-clicking on images in the Digital Workflow and selecting "Image Keywords"). This gives you control over which sessions or which images within a session you want you customers to be able to select as their Yearbook Pose on MyStudioPlus.com.

Preview Gallery Only Setting: If you do not want to sell images online, but only provide a gallery for previewing purposes, you can now choose to turn off the shopping cart feature. Go to Maintenance - Preferences - MyStudioPlus.com Preferences and on the General Tab select "Do not sell products online.

Upload Composite Images: You can now upload composite images that you create in StudioPlus to sell online. These images will then appear in the gallery for your customer to order just like any other image. Note that there is no restriction on which products your customers can order with a composited image online. To allow composite uploading go to Maintenance - Preferences - MyStudioPlus.com Preferences and on the General Tab select "Allow composites to be uploaded and ordered online."

Image Gallery Loading: The MyStudioPlus.com gallery image loading has been modified to improve the performance of MyStudioPlus.com. The most noticeable difference will be seen when loading up a session with 100 or more images. The following improvements have been made:

- Initially only the first 40 images will load up in the gallery. As the customer scrolls to the right, additional images will load, 20 images at a time.

- Images are cached once, so that once the image has been loaded, no matter what screen the customer navigates to – the comparison, shopping cart or main page – the images will not need to reload.

Product Selection Page: The Shopping experience has been separated into two pages, the Product Selection Page and the Shopping Cart Page. When a customer clicks on the “Click Here to Start Ordering Products” button, or if they click on the “View Cart/Checkout” button and there are no items in their shopping cart, the customer will be brought to the Product Selection Page.

The Product Selection page gives you a tremendous amount of control over the ordering process. The Product Selection page is where the customer will see a list of all of the products that you offer online. The customer can use the Product Group selection drop-down to view just those products in certain product groups, or all products. In the product list, the customer will see a thumbnail image of the product if you have included one, the product description, an extended description, and the product price. The customer can check the “Select” box for the products that they wish to order. Then they click “Continue” to go to the Shopping Cart screen.

Shopping Cart Page: The Shopping Cart page is where the customer will select the images for each product that they chose on the Product Selection page.

The customer can select any Image Group, such as “My Favorites” to view while making their image selections. The customer can drag and drop the images do the product in the list until all products have an image assigned. To select a different image, they simply drag and drop a new image over that product. The custom can also select their quantity, color, options, enhancements and notes on the Shopping Cart screen. New “Add More Product” and “Empty Cart” buttons allow the customer to go back to the Product Selection page or empty out their cart.

Promotion Codes: You can now create Promotion Codes that your customers can us when checking out on MyStudioPlus.com. Use Promotion Codes to increase your sales and drive more traffic to your website. You can setup Promotion Codes that will take a dollar amount off the order, take a percentage off, or give the customer a free product, even set a minimum order threshold that they have to meet in order to use the Promotion Code. You can setup Promotion Codes from StudioPlus in the Maintenance – Preferences – MyStudioPlus.com Preferences.

Yearbook Selection Warning Box: When a High School Senior session is uploaded, the Yearbook selection box appears. If a customer checks that box for an image, they will be presented with a message box saying “This Yearbook selection will now be sent to the Studio for processing. Are you sure that you want to send the Yearbook selection at this time?”, allowing the customer to either continue with their selection or cancel it.

Colorization Option: In the MyStudioPlus.com Preferences, you can now choose to activate or deactivate the colorization options, so that your customer is not presented with the “Color”, “Black & White”, and “Sepia” options.

Non-Image Products: In the Price List you can define if a product does not require an image selection, allowing products to be purchased on MyStudioPlus.com that do not require that the customer select an image. This allows you to sell other products, such as CDs, DVDs, or other retail items on MyStudioPlus.com.

Version 2009 Volume 2 New Features Guide