At which point should you start entering data into Táve Studio Manager?

There are three choices here:

1. Only enter in new leads, looking back at your legacy system for previous or current clients.
2. Entering in all clients and job that are open in some way.
3. Going back and entering in any client or job done since a certain point in time, for instance; the start of the year.

Clearly there’s a conundrum here.  The easiest choice, the first one, is also the least helpful, while the most helpful is also the most time consuming.   The choice is yours, but I definitely recommend putting in as much as you’re willing to do.

The more data you enter into Táve Studio Manager, the more useful it will be for you.   There are several reasons for this…

Reporting
Our reports will be more valuable with more data, especially some of the reports and analytics we haven’t released yet.   You want to see trends, especially when it comes to planning for your future.

Marketing Campaigns
As we add campaign functionality to the system, you’ll benefit with more effective lists for email blasts and postal mailings.

Persistent Memory
Do you remember all of your previous clients?  Will you remember all the details if they call again now or in a few years?  Táve Studio Manager will, and that means so will you!

The fourth option

I didn’t mention it earlier because we’re still working on an interface for this that meets our standards, but there is in fact a fourth option:

Importing your legacy data from a CSV file. 

If you do have a CSV file, or you can create one, you can wait to do it yourself when we release our import/export system or you can go ahead and email the CSV or Excel file any time to support@tavestudio.com and we’ll import the data for you (give us a few days though!).