IE “Unable To Load Client Print Control”

When running system reports in MarketingPilot and using IE7 or IE8 and you click on the print icon we were receiving an error saying “Unable to Load Client Print Control”.  If this happens to you, here’s how to solve the issue.  The issue is happening because of the  Microsoft Report Viewer 2008 that is installed on the Web Server.  To resolve the issue you will need to install the Microsoft Report Viewer 2008 SP1 Redistributable on the Web Server (http://www.microsoft.com/downloads/en/details.aspx?FamilyID=bb196d5d-76c2-4a0e-9458-267d22b6aac6).

Once the redistributable is loaded on the server, the user will need to reinstall the SQL Server driver.  To do this they will need to:

  • Go into MarketingPilot
  • Click Reports on the left navigation bar
  • Open a system report
  • Click the print icon
  • Install the ‘Microsoft SQL Server’ add-on (this will be in a yellow bar at the top of your browser window just below the address bar)  See Image 1 below
  • Go back into reports and open a system report
  • Click the print icon
  • Install the ‘Microsoft SQL Server’

Now you should be able to print custom reports.

Image 1

Image 2

 

Moving a File from One Folder to Another Folder

A File can be moved from one folder to another folder. A file can also be stored (made available) in multiple folders. This feature is handy when you wish to frequently view or reference several files often. For example, perhaps you send a standard email and frequently attach several files, but each file is stored in a different folder or location. Creating a new folder and adding the existing files to that new folder means that you can find your favorite files faster.

In this example, we will move the “MarketingPilot_at_a_Glance.pdf” file from the main Job folder of the “File Training Job” to the “Artwork” folder that is located withing the “File Training Job.”

Original File Location

A file located within the Files tab of a Job. You would like to move the file to the Artwork folder.

Step 1: Decide where you want to move the file to.

We are moving this file to a folder named “Creative” that is located within a Job named “File Training Job.” There are many ways to search for this folder: by folder name, by job name, by a keyword in the job’s description, by folder ID, etc. We will search by Folder ID, so in this case 100135.

Step 2: Open the File. If necessary, click the file’s thumbnail (or name of the file). The file’s view page opens.

Step 3: If necessary, click the File’s Folders tab to display the Folders tab. Then, click the Add icon (blue plus).

Folders tab of the file

File's Folders tab is displayed. Click the Add icon.

A search box pops up.

Step 4: Enter the search criteria (in this case the Folder ID of 100135), click Go. The search results display. Check the box to the left of the desired folders to add the file to. Click Add. If you are finished, click Close.

Enter search criteria.

Enter search criteria, and click OK. Check the box of the appropriate folder and click Add.

The file is now located in its original folder as well as all folders selected.

The file is added to the selected Folder(s).

The file is added to the selected Folder(s). Delete Folders as desired.

Optional Step 5: To remove the file from its original folder, within the Folders tab of the file, check the box to the left of the original location and then click Delete (red x).

Dealing with numeric fields on reports being exported to excel as non-numeric values

it is very useful to export reports to excel but numeric and currency values get interpreted as textual values by default. Our development team is currently reviewing this issue in order to make it disappear. But until that happy day comes, here’s a work-around solution that addresses this nuisance in three easy steps.

Here’s a work-around solution to address this issue.

In the excel worksheet, select all the cells where numbers are being treated like text

Move your mouse pointer along the left edge of the selection area until you see a warning/fix icon

Click on the icon and select “Convert to Number”. All the selected numeric cells will be changed from text to numeric values in one click.

All done!

The step-by-step instructions start after the report has been exported to excel and the excel spreadsheet is open.

Customizing MarketingPilot's Screens

Increase your productivity by taking a few minutes to customize MarketingPilot’s View screens. Simply put, a View screen lists things: a listing of Jobs, Tasks, or Contacts for example. Why spend time customizing? Two reasons:

  1. Set up the screen(s) that you use most often so that you see exactly what you want to see, grouped in the format that makes sense to you.
  2. Need a report? Quickly grab the data that you need and then export to Excel with a click of a button.

This exercise uses the View Tasks screen.

The View Tasks screen

The View Tasks screen

Noted Features:

  • Sort ascending or descending by clicking the text of any column header. A small triangle will appear to the right of the column header indicating the sort order.
  • Rearrange columns by clicking and holding on the text of a column header. Don’t let go! Drag the column header left or right. Let go your cursor when it is is to the left of the column header you want to insert it before.

    Moving Start Date before Due date

    Moving Start Date before Due date

  • Add or remove fields to the screen by clicking the wrench icon (usually the right-most icon).***TIP: Often you can jump to several areas of the system from one screen by adding the appropriate columns. If you see a small icon to the right of text while hovering it over you, MarketingPilot is warning you that you will go somewhere else if you click. In the example below, the “Job” field was added to the Task screen. You can go directly to the Job from the Task screen by clicking text within the Job column.

    Ability to jump to the Job from Task screen

    Ability to jump to the Job from Task screen

  • Search in general by typing text in the large search box at the top of the screen and then click Go.
  • Conduct a targeted filter for a specific column by typing text in the white box just below the column name. Then, click the Funnel icon to the right of the box and select the appropriate filter to apply, such as “Contains” or “Less Than.” Further refine your search by repeating this step in another column to drill down your results.***TIP: MarketingPilot will always remember your last search. If you most often want to see Tasks assigned to you only, type your name in the “Assigned To” filter box and click “Contains.” You will only see your tasks until you remove the filter.
  • Click the large Filter button located to the left of the Search box to display enhanced global filters. Within Tasks, for example, presents options to Filter by tasks only assigned to you or by you, as well as a variety of built-in date filters. Toggle back to the large Search box by clicking the Search button.

    Toggled to Filter functionlity

    Toggled from Search to Filter functionality

  • Clear all Search and Filter criteria by clicking Clear.
  • Group the data by one or more columns by clicking AND holding on a column header, and then dragging the column header to the top left of the column header area. Keep holding! Look for the text that reads “Drag column here to group.” When your cursor is touching the word “Drag”, let go. The text is replaced with the column name. To remove the filter, drag the column name anywhere within the header row.
    Notice "Drag column here to group." Before releasing the mouse.

    Notice "Drag column here to group." Before releasing the mouse.

    After releasing the mouse. Grouped by "Assigned To."

    After releasing the mouse. Grouped by "Assigned To."

    ***Tip: You can group by more than one column at a time. Just repeat the actions above. For example, you can group first by “Job” and then by “Status” to View tasks by their status on a job-by-job basis.

  • Create a custom report on the fly and export to Excel by performing a combination of the above actions and then click the Excel icon. You can then format and further modify your report within Excel.

Good to Know:

You can reset the screen back to MarketingPilot’s default settings at any time by clicking the Wrench icon, and then clicking Reset.

A few things every user should know

 Every software program has hidden tricks, keystrokes and features that can save you lots of time…. Here are a few of my favorite tricks:
  •  Search wildcard: Every wanted to see all the options in a search field? try typing in %% or **.
  • Getting somewhere fast: Most pages have fields that contain the name of other MarketingPilot entities. For example the Company name field on the Contact dashboard. Click on the field name – Company – and MarketingPilot will hyperlink you to the Company dashboard.
  • Want to clear all your filter settings with a single click? Click on the Clear button.
  • View My/View All: Depending upon security settings (User Roles), a user can see all items or just their own.
  • To view your items, click on the View My button on the upper-right hand corner of the grid and which looks like a person.
  • To view all the items, click on the View All button which looks like a group of 3 people.
  • The fastest way to go from a Task to a Job: Click on the Job name in the Task’s title. It’s a hyperlink to the Job.
  • Browsing for Files: the quickest way to browse for files? click on the sections of the folder path; each section is a hyperlink to the folder. For example, if the path is Files\MarketingPilot\Jobs\Job 1 – click on Jobs to go to the Jobs folder.