PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Reports > Pictorial Directory
Pictorial Directory

    
NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.

If you have access to digital images for your clients, the Pictorial Directory can be a great product that you can provide to your clients. It can be printed, burned to a CD, or uploaded to a website. 

WHAT IS A PICTORIAL DIRECTORY?

It is simply a document that includes an image of each client, along with customized text below each image.

Here’s how it works. For each client you want to include, you must select a primary image. This can be done by opening a client and clicking Client Image on the ribbon or by right-clicking on an image on the Session > Images tab. Once your clients have a main client image selected you can create a Pictorial Directory. See also: Personalize a Client Record with an Image

PATHWAYS TO SUCCESS  

Be creative with how you use Pictorial Directories. Sell them as an actual product to generate additional revenue or give them to clients as an incentive or perk. Here are some examples of how you can use this exciting product:

  • Religious organizations like churches

  • Non-profit organizations or clubs

  • Sports teams like a soccer team

  • Dance teams

  • Corporate directory

Producing a Pictorial Directory

  1. Go to Reports > Pictorial Directory.

  2. Select a Client Group, Session Promotion, or Filter from one of the drop-down lists.

  3. Under Display Options, select how many rows and columns you want to appear on each page.

  4. Enter the image dimensions and margins.

  5. Most importantly, click Edit Image Captions to determine what text you want to appear under each image. Click Insert Field and choose the field(s) you want to include. Then use the font and layout options on the ribbon to adjust the look.

  6. Click Preview Report to see a preview.

  7. You can print the report or export it to a PDF file.



See also


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