WordPress Plugins

WordPress PluginsSep 28,2016

We currently have the following WordPress Plugins available: Public / Free: Swift Signatature – electronic signature – Beta Inbound Marketing – Beta Swift Helpdesk Swift Calendar – Online Appointment Scheduling – Alpha Private / Paid / In Testing If you are interested in testing any of the below, please reach out to us. These are Read More…

Invoicing – 5 Minute Setup

Sending your first invoice is easy and free! Define your settings for how you want to get paid (one time only) Create your invoice / quote / credit memo First, visit your Accounting Setup Page at http://swiftcloud.io/accounting/settings. In the top right, set a payment method – we recommend Paypal to start… Next, on the left side, Read More…

What’s Free?

What’s Free?Aug 26,2016

Always Free – Core Social Productivity Network: Contacts Manager Tasks & Project Management Calendar Online Docs & File Storage (5 Gig) Reader / Newsfeed Website Forms Generator Unified Inbox with Email, Chat & Discussions (in limited beta) Always Free – Customer-Side Tools. These tools are automatically free for your use as the customer of some other Read More…

Ecommerce – Paypal Recurring Payments Setup

In order to accurately collect money and deliver the associated product / permissions, you need to set up “Paypal IPN”. Fear not – it’s not hard, a one-time setup, and we’ll walk you through it. Get logged into paypal, whatever account you want your money to flow to. Your clients will not see this email Read More…

Connect SwiftForm to Remote APIs

Here’s an example Json file, which translates variable names, below: Why this is needed: SwiftForm has a few fields that are required, such as name, email Your remote system, such as some other CRM, will take simple POST data, but the variable field-name is different. In short, this allows you to translate something like “email” Read More…

SwiftClock’s 5 Minute Setup

SwiftClock’s 5 Minute Setup: For now, let’s get you billing clients or your employer and the rest will fall into place. The bare minimum steps are… 1. Add someone to bill to your address book 2. Clock some time to that person or company After that’s done we’ll fancy it up, add billing rates, etc., Read More…

Swift Calendar Implementation

Using Your Scheduling Assistant is easy! Taking a few minutes to set this up one time will save you hundreds of hours over the long run, not to mention reduced frustration scheduling things, and greater show-up rates due to the automated reminders. Let’s get started. NOTE: There’s one critical setting that must be defined before Read More…

How to Setup a Masked Redirect

Here’s how to mask any domain name: Example: http://SwiftSchedule.com/brucemack — actual URL, or http://SwiftCloud.io?utm_source=email&utm_medium=newsletter&utm_term=newusersequence&utm_content=onboarding&utm_campaign=onboarding to just http://EasyURL.com      

How to Remove Duplicate Rows in Google Spreadsheets

This video shows how to remove duplicate data (single column or multiple columns i.e. combined uniqueness) Use the “unique” function, then Copy & “Paste Special >> Values Only” to freeze the data (convert it from a calculation to raw data) To import this data into SwiftCloud (i.e. for Contacts, CRM deals, accounting data, etc.) simple Read More…

How to Set Up Login via Facebook or Google with SwiftCloud

Difficulty: easy Time: 3 minutes If you have an existing SwiftCloud account and you want to add login-via-facebook and/or login-via google and/or login-via windows live, simply Login using your email and password Go to  http://swiftcloud.io/user/profile – (Click your photo on the navigation top right, then “logged in as {yourname}”) On the right side, below your Read More…