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Allegro
Videographer uses a tabbed interface, with additional
subtabs where necessary. You can print billing
and shipping labels on a Dymo LabelWriter printer
(using #30323 or # 30573 labels). You can also
print numerous reports, using most laser and
ink jet printers.
SETUP TAB
The
first thing you will want to do is click on
the Setup tab and enter your business name,
contact name and business logo in the fields
provided. A FileMaker web viewer control displays
online help, if you are connected to the Internet.
SCREEN
SHOT (Click image to enlarge. Opens in a
new window.)
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The
information that you enter on the Setup
tab is used on the invoices, reports and
labels that you print from Allegro Videographer
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CONTACTS TAB
Next,
add your business contacts to the Contacts Tab.
This is where you store everything that you
want to know about your suppliers, the clients
who hire you to record events and those who
purchase copies of the final, edited media.
The Calendar, Event and Order tabs will use
this information when creating records, so that
you never have to retype names and addresses.
SCREEN
SHOTS (Click images to enlarge. Opens in
a new window.)
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The
Records layout allows you to store billing
and shipping addresses, a contact e-mail
address, and as many phone numbers as
needed.
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The
Contacts, Events and Orders tabs also
have a List layout. By default, if a search
yields only one record, it is shown in
the Records layout. If it yields more
than one record, the "hit list"
is displayed on the List layout.
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Any
contact that you mark appears on the Mail
layout. From here, you can export billing
or shipping addresses for a mail merge
in your word processor, or print Dymo
LabelWriter labels.
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Once
you have entered orders for a client,
a list of his invoices are displayed on
a subtab. Click the arrow at the start
of any row to view the entire invoice
on the Orders tab.
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You can archive older invoices by marking
the check box.
The Report button will print a list of
all the invoices in the range of dates
that you specify.
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The
Web subtab toggles between displaying
a Google Map of the client's address,
if one has been entered, and his website,
if the Website field contains a valid
URL.
(If you don't enter a URL, the web viewer
toggles between a Google map of his street
address and the results for a Google search
on his name or company.)
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EVENTS
TAB
This
is where you schedule shoots. When you create
an event record, it is automatically placed
on the calendar, using the date and time that
you specify. If you omit the time, the event
appears at the top of the list of appointments
for that day. Events are displayed in bold
on all calendar layouts, to distinguish them
from other appointments.
The Events tab is also where you enter all the
different edits of the the project when it is
done. For example, you may record a wedding
and want to sell versions on DVD, Blue Ray disc,
or other formats to the guests. You can give
each version a reference name (or number) and
its own price. The invoices on the Order tab
will look up the available edits for each project
and automatically enter the correct price for
the edit selected.
Once
you start entering orders, they will be listed
on the bottom half of the Event tab layout,
so you can see all your orders for a particular
event at a glance. Clicking on the arrow at
the start of the row allows you to jump to a
particular invoice to read or modify the details.
SCREEN
SHOT (Click image to enlarge. Opens in a
new window.)
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The
Report button will print a list of all
the invoices which include purchases for
any of the Edits of this event.
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ORDERS TAB
This
is where you take orders for copies of your
videos. The first thing you do is enter a record
for the buyer on the Contacts tab (see above)
if a record doesn't all ready exist. Next, you
create a new order record and enter the contact's
ID number (a drop down list shows all your contact
names and ID numbers, so you don't have to remember
them.) The contact's full name and e-mail address
are entered automatically. The Phone field displays
a drop down list of all the contact's phone
numbers. (You can select one to appear on the
invoice.)
The
bottom half of the screen contains the line
items for the client's invoice. The Event Code
field displays a drop down list of all the Events
you have entered and their ID numbers. When
you select one, the ID number appears in the
Event Code field and the Event Name appears
in the Notes field. (You can add to or change
the contents of the Notes field, but not the
ID number, which links the invoice to the Event.)
SCREEN
SHOT (Click image to enlarge. Opens in a
new window.)
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The
Invoices button allows you to print
an invoice for the order you are viewing,
an invoice for each of the orders in
the found set, or a summary of all invoices
in the found set (with one line per
invoice.)
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CALENDAR TAB
Allegro
Videographer includes a simple, integrated calendar
and To Do List, based on Allegro Mini-Calendar.
Shoot dates are automatically entered on the
calendar when you create an Event record. You
enter other appointments directly from the calendar
Month, Week or Day layouts.
Clicking
on an appointment in the Month or Week layouts
displays the Day layout, where you can read
and modify the details. Appointments with no
specific time appear on top of the day's list
of appointments. To
create an entry without a specific day or time,
use the To Do List. The
Week layout also shows To Do List entries. You
can add To Do List items, delete them or simply
mark them as done. The
Recurring button takes you to a layout where
you can view, add, and delete recurring events.
SCREEN
SHOTS (Click images to enlarge. Opens in
a new window.)
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Clicking
on an existing appointment shows the Day
layout with that appointment selected.
Clicking on a date
in
the month view displays a dialog where
you can enter a new appointment. Arrow
buttons on the top left tab allow you
to jump ahead or back by increments of
a month or a year at time.
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You
can navigate from week to week by simply
entering a date in the "Show week of
..." field or by selecting a date from
the popup calendar. Arrows let you jump,
forward or back, one week or one month at
a time. Clicking on the arrow that appears
before an appointment takes you to the Day
layout with that appointment selected, so
you can view or edit the details. To add
a new appointment, click on the "+"
button. To delete an appointment, click
on the trash can. |
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Events
are included automatically on your calendar.
Details for the selected appointment are
shown on the Day layout. When you select
an event, a "More" button that
allows you to jump to the Event record
appears.
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Recurring
events can be scheduled, viewed and deleted
from the Recurring layout.
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TO
DO TAB
This
tab is similar to the To Do List that appears
on the Calendar Week layout. However, this one
shows Events and other Calendar appointments
in addition to To Do List items. This allows
you to find an appointment if you don't know
when it was scheduled, or to change an appointment
to a different day and/or time. It also makes
finding and deleting old entries easier. (To
delete a series of recurring events in one step,
use the Recurring layout on the Calendar tab.)
SCREEN
SHOT (Click image to enlarge. Opens in a
new window.)
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Clicking
on the arrow before an entry on the
left displays the details on the right.
If you select an Event, a "More"
button that allows to jump to the corresponding
Event tab record appears.
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