Hub Basics

• The hub menu at the top of your screen is how you move from hub to hub, similar to tabs in a browser.

• Moving to another hub doesn't close the hub you've been using - all the information remains as you left it.

• The Calendar, Workflow, and Dashboard hubs are unique in their design and function, but the remaining hubs (Clients, Sessions, Invoices, Calls, Messages, Production, and Tasks) are very similar to one another, providing you with lists of records you can sort, export, customize, and so on.

• Double-clicking any entry in a list will open the associated record.

Hub Ribbon

The ribbon pictured below is an example of a hub ribbon. Although the tools will vary based on the hub, the ribbons will be similar throughout the software. Some of the basic tools are described below.

File Group

• Print a list by clicking Print on the ribbon. Most hubs will print as displayed or give you a few options to get the output you're looking for.

• Click Export to Excel on the ribbon to easily export the displayed records.

• Click Refresh to update the hub.

• Delete multiple records by using the Shift-click or Control-click method to select the records before clicking Delete on ribbon. Note: You will receive a warning that any related records will also be deleted.

• Click Advanced Search if you don't know the full details  of the a client and look up any of the fields you may know using the  Use the % like a wild card, this example shows how to search if you've only got part of a phone number:   

Customize Group

Search Group

Mapping Group

See also: myStratus Maps

Options Group

New Group

Quickly create a new record using the options in the New group of the ribbon.

• Clients Hub
• Appointments Hub
• Sessions Hub
• Invoices Hub
• Calls Hub
• Messages Hub
• Tasks Hub
• Production Hub