Introduction to the Assets Preparation Guidelines

Modified on Fri, 7 Mar at 6:48 AM

Why Use These Guidelines?

This document describes how to prepare assets for upload to Bildhive. By following these guidelines, you will:

Optimize the upload speed
Ensure your assets look their best in the final output (website, touchscreen, etc.).
Keep the Bildhive platform running efficiently

!! Heads-Up

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.

TABLE OF CONTENTS

Introduction to the Assets Preparation Guidelines
- Bildhive Applications that Require Media Asset Uploads
- Type of Assets you typically upload to Bildhive
Sizing and Naming Your Assets
- Bildhive File Size Rules
- Naming your Assets
Assets for The Amenity Map Configurator (AMC)
Assets for The Home Model Configurator (HMC)
Assets for the Site Plan Configurator (SPC)
Assets for the Master Plan Configurator (MPC)
- Prepare the Master Plan Base Map Images
- Link to the Master Plan Configurator (MPC) Instructions Manual
Assets for the Condo Unit Configurator (CUC)
Assets for the Condo Grid Configurator (CGC)
Assets for the Contract Configurator (CC)
- Gather the Documents for the Contract and Save as PDF
- Link to the Contract Configurator (CC) Instructions Manual
Assets for the Features Configurator (FC)
Assets for the Customers Relationship Management App (CRM)
Import New, Additional, or Adjusted Data to your Bildhive Apps
- How to Import New, Additional or Adjusted Data

Introduction to the Assets Preparation Guidelines

Bildhive Applications that Require Media Asset Uploads

Content Asset Management (CAM)
Amenity Map Configurator (AMC)
Home Model Configurator (HMC)
Site Plan Configurator (SPC)
Master Plan Configurator (MPC)
Condo Unit Configurator (CUC)
Condo Grid Configurator (CGC)
Features Configurator (FC)
Contract Configurator (CC)
Website & Landing Page Builder (WLPB)
Touchscreen Builder (TB)
Broadcast Email Builder (BEB)
Customer Relationship Management (CRM)

Type of Assets you typically upload to Bildhive

Images
Videos
Documents
Renderings
Floor Plans
Animations

!! TIP: Prepare and upload your assets to the Media Library using the Content Asset Management App (CAM) before using the Apps.

This makes the process More Efficient
Of course, you can also upload files to the Media Library once you are Inside an App.
Click the link to learn about the Media Library and the Content Asset Management App (CAM).

Sizing and Naming Your Assets

Bildhive File Size Rules

Images like Jpegs, Pngs, Gifs, Tiffs, Webp should NOT Exceed 15MB
Documents and Miscellaneous Files should NOT Exceed 25MB
Videos and Animations should NOT Exceed 250MB

!! To Optimize or Not to Optimize, that is the Question.

When you upload jpegs, pngs, gifs, webps, and tiffs, Bildhive automatically Optimizes them without reducing their Quality
Bildhive allows you to upload Relatively Large Files, but you should be aware that Larger Files, although sharper, take Longer to Load
You can optimize your images further by running them through online optimization tools like TinyPNG, TinyJPEG, SmallPDF before uploading them to Bildhive
The decision comes down to Balancing Image Quality vs Loading Times

Naming your Assets

A good rule of thumb is to Name your Assets so they can be Quickly Identified
A Name should tell you What an Asset is and Where it Belongs
Most Builders have their Own Naming Conventions, follow them when preparing your assets for upload to make your process More Efficient
Be Consistent

!! STOP. Do Not Use Special Characters in your asset Names.

Special Characters include Symbols, Accent Marks, and Punctuation Marks. Letters and Numbers are NOT considered special characters

Assets for The Amenity Map Configurator (AMC)

Prepare the Highlight Marker Icons

For the Development Icon, place your Logo or a simplified version of your logo inside a Square
For optimal resolution, Size the square to 300 pixels x 300 pixels
Save your file as either a PNG or JPEG
No larger than 200KB
Follow the same Process for the rest of the Highlight Markers, including Sales Centre(s) and Model Homes

!! How are the Highlight Markers used in the Amenity Map?

The Highlight Markers are used as a pointers to mark the location of your Development, Sales Centre(s), Model Homes, etc on the Amenity Map.

Prepare the Category Icons

Select an Icon to represent each of the Categories in the Amenity Map
Place each Icon inside a Square
For optimal resolution, Size the square to 300 pixels x 300 pixels
Save your files as either a PNG or JPEG
No larger than 200KB
Use Proper Naming Conventions

!! Where do the Category Icons Appear?

The Website and Touchscreen display these Icons in the Amenity Map Legend and they allow you to Navigate through the different Amenity Categories. School, Shopping, and Services are some examples of categories.

Prepare the Pointer Markers for each Category

Select and Colorize the Markers
Place the Markers inside a Square
For optimal resolution, Size the square to 300 pixels x 300 pixels
Save your files as either a PNG or JPEG
No larger than 200KB
Use Proper Naming Conventions

!! Where do the Pointer Markers Appear?

A Pointer Marker marks each amenity on the map.

Link to the Amenity Map Configurator Instructions Manual

Click below, to Access the Amenity Map Configurator Instructions Manual Create an Amenity Map Using the Amenity Map Configurator (AMC)

Assets for The Home Model Configurator (HMC)

Collect the Model, Elevation, and Floorplan Package Information

Ideally, the Builder will Provide the Information in an Excel Spreadsheet
You can then enter this information Manually or you can use the Data Management functionality to Import it into Bildhive

Prepare the Home Model Data File for Import into Bildhive

Builders have their unique approaches to Organizing data files in Excel. To ensure a Smooth Import using the Manage Data feature of the HMC, it is ADVISABLE, although NOT MANDATORY, to Structure your Excel files using the following HMC Data Template
HMC-TEMPLATE to Import Home Models
Use this file as a sample HMC-SAMPLE to Import Home Models
Make sure NOT TO USE SPECIAL CHARACTERS, like dashes, quotation marks, etc, when filling in your data
If a field in the Excel file does not apply to the unit in question, leave it Empty
Please note the template files download as Excel files, and the sample files download as CSV files

!! Here is a template you can use for your Excel file:

Data Template for Home Model Configurator (HMC)

!! IMPORTANT:

If you need to enter a YES into a field in the Home Model Configurator,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will be treated as NO.

If you require a Button to be turned ON in the Home Model Configurator,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will keep the button in the OFF position.

If you require a Check Box field to be Checked in the Home Model Configurator,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will keep the box Unchecked.

Save your Excel file as a CSV

Bildhive Requires .CSV files for Data Import
To save your file as a CSV, open the Excel file
If you are using a Mac, go to the Top Bar and click File, then select Download, and from the Submenu, select Comma Separated File (.csv)
If you are using Microsoft, switch to the File tab, then select Save As and from the dropdown select CSV Comma Delimited file
Unless you specify otherwise, your file is Saved in your Downloads Folder
Grab the file and Upload it to your Media Library

!! What are CSV files and why do we need them?

A CSV is a comma-separated values file. These files are used to export and organize a high volume of data. It is a spreadsheet that contains a.csv extension.

Prepare Elevation Images and Featured Images

We suggest sizing Landscape Images to 1920 pixels at 72 dpi
We suggest sizing Portrait Images to 1080 pixels at 72 dpi
Preferably, Save your files as JPEG or alternatively as PNG
Optimally between 2- 5MB, but they can go up to 15MB
Use Proper Naming Conventions

!! What is the Featured Image?

The Featured Image is used as the Thumbnail for each Model. Some builders prefer to highlight certain elevations over others, so it is advisable to let the Builder Decide which rendering should be used as each model's Featured Image.

Prepare Floor Plan Images ( Black Lines)

Landscape Images, should be sized at 1920px wide at 300dpi
Portrait Images should be sized at 1080 px high at 300dpi They should be no larger than 5MB (optimally up to 2MB)
Use Proper Naming Conventions

Prepare Gallery Images, Videos, Virtual Tours, etc. for the Media Section

Prepare Gallery Images and renderings as Jpegs
Optimally between 2- 5MB, but they can go up to 15MB
For Model Home Videos, copy the URL and Paste it into the Model Home Video Field in the Media Section
Videos should be no larger than 250MB
For the 360 Virtual Tours, open your tour in Consultation Mode, click on the Share or Embed button and copy the Embed Code (Embed/iFrame) then open Bildhive in the Media Section of the Home Model Configurator and paste the code into the 360 Virtual Tour field
Virtual Tours should be no larger than 250MB
Use Proper Naming Conventions

Collect the Model, Elevation, and Floorplan Package Information

Ideally, the Builder will Provide the Information as an Excel Spreadsheet
If you did not import the data, you will have to enter this data by hand

Prepare the Downloadable Floor Plan Brochures

Save the Floor Plans as PDFs
No larger than 25MB
Use Proper Naming Conventions

Link to the Home Model Configurator Instructions Manual

Click below, to Access the Home Model Configurator Instructions Manual Upload the Information of Each Home Model in a Community, Using the Home Model Configurator (HMC)

Assets for the Site Plan Configurator (SPC)

Gather the Community’s Architectural Rules

How many of the Same Home Model Elevations can be sited per a Block of 10?
What is the Maximum Percentage of Occurrence of the Same Home Model Elevation in a streetscape?
How many Times can the Same Home Model Elevation reoccur Side by Side?
How many Lots need to be Between Identical Elevations?
Can the Identical Elevations be Across from Each Other?
Identify the Number of Lot Spaces required Between Identical architectural Color Packages
Can Identical Architectural Color Packages be Across from Each Other?

Prepare the Base Map Images

Remove any Logos, Legends and any Status Information on Lots (i.e. SOLD, HOLD, AVAILABLE etc.) before saving your image for upload to Bildhive
Make sure the North Symbol is Visible
You will NOT be able to Manipulate the Maps once you’ve uploaded them to Bildhive, the image you upload will be exactly how it will appear on digital devices
Save a Standard Resolution Image for Web and Mobile devices
Save a High Resolution Image for Larger Formats including Touchscreens and Electronic Siteplan Tables
Save Image as Jpegs (preferable) or PNG’s ( acceptable)
Size image at 3840 px x 2160 px /72 dpi for Horizontal Screens
Use 2160 px x 3840 px/72 dpi for Vertical Screens
Make sure the Information on each Lot is Legible when zoomed in
If the Image Appears Pixelated, use discretion to upsize the dimensions. (i.e. 1920px x2= x 1080px x2 in other words, 3840 x 2160 pixels
Standard quality images should be no larger than 15MB (optimally between 2 - 5MB)
High Resolution images should be no larger than 15MB
Use Proper Naming Conventions

!! Image Quality vs Loading Time. It’s Your Decision

Bildhive allows you to upload Relatively Large Files, but you should be aware that Larger Files take Longer to Load, even if they look sharper
The decision comes down to Balancing Image Quality vs Loading Times

!! Can I change the Base Image?

Yes. Both the Standard Quality and the High Res base images can be Changed as long as the New Image has the Same Aspect Ratio (proportion of width to height) as the old one. This ensures that the Lot Polygon Shapes created Remain on the Correct Spot.

Request the Siting Analysis for Lot-specific Information

Builder should provide the Siting Analysis and it usually includes
Which Home Models Fit each Lot
Grading Information including Garage Side, Risers at Front, Risers at Garage, Risers at Rear
Lot Conditions/Premiums including Walk-out Deck, Look-out Basement, Walk-out Basement, Upgrades, etc.

Prepare the Lot Data File for Upload to Bildhive

Builders have their unique approaches to organizing data files. To ensure a Smooth Import using the Manage Data feature of the SPC, it is ADVISABLE, although NOT MANDATORY, to Structure your Excel files using the following Headers. If any of the fields do not apply, you can either DELETE them from the file or LEAVE THEM EMPTY.
SPC-TEMPLATE to Import Lots
Use this file as a sample: SPC-SAMPLE file to Import Lots
Make sure NOT TO USE SPECIAL CHARACTERS, like dashes, quotation marks, etc, when filling in your data
If a field in the Excel file does not apply to the unit in question, leave it Empty
Please note the template files download as Excel files, and the sample files download as CSV files

!! Here is a template you can use for your Excel file:

Data Template for Site Plan Configurator (SPC)

!! IMPORTANT:

If you need to enter a YES into a field in the Site Plan Configurator,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will be treated as NO.

If you require a Button to be turned ON in the Site Plan Configurator,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will keep the button in the OFF position.

If you require a Check Box field to be Checked in the Site Plan Configurator,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will keep the box Unchecked.

Save your Excel file as a CSV

Bildhive Requires .CSV files for Data Import
To save your file as a CSV, open the Excel file
If you are using a Mac, go to the Top Bar and click File, then select Download, and from the Submenu, select Comma Separated File (.csv)
If you are using Microsoft, switch to the File tab, then select Save As and from the dropdown select CSV Comma Delimited file
Unless you specify otherwise, your file is Saved in your Downloads Folder
Grab the file and Upload it to your Media Library

!! What are CSV files and why do we need them?

A CSV is a comma-separated values file. These files are used to export and organize a high volume of data. It is a spreadsheet that contains a.csv extension.

Link to the Site Plan Configurator (SPC) Instructions Manual

Click below, to Access the Site Plan Configurator Instructions Manual

Site Plan Configurator (SPC)

Assets for the Master Plan Configurator (MPC)

Prepare the Master Plan Base Map Images

Remove any Logos, Legends and any Status Information on Lots (i.e. SOLD, HOLD, AVAILABLE etc.) before saving your image for upload to Bildhive
Make sure the North Symbol is Visible
You will NOT be able to Manipulate the Maps once you’ve uploaded them to Bildhive, the image you upload will be exactly how it will appear on digital devices
Save a Standard Resolution Image for Web and Mobile devices
Save a High Resolution Image for Larger Formats including Touchscreens and Electronic Siteplan Tables
Save Image as Jpegs (preferable) or PNG’s ( acceptable)
Size image at 3840 px x 2160 px /72 dpi for Horizontal Screens
Use 2160 px x 3840 px/72 dpi for Vertical Screens
Make sure the Information on each Lot is Legible when zoomed in
If the Image Appears Pixelated, use discretion to upsize the dimensions. (i.e. 1920px x2= x 1080px x2 in other words, 3840 x 2160 pixels
Standard quality images should be no larger than 15MB (optimally between 2 - 5MB)
High Resolution images should be no larger than 15MB
Use Proper Naming Conventions

!! Image Quality vs Loading Time. It’s Your Decision

Bildhive allows you to upload Relatively Large Files, but you should be aware that Larger Files take Longer to Load, even if they look sharper
The decision comes down to Balancing Image Quality vs Loading Times

!! Can I change the Base Image?

Link to the Master Plan Configurator (MPC) Instructions Manual

Centrally Manage the Lots in a Group Community Project with the Master Plan Configurator (MPC)

Assets for the Condo Unit Configurator (CUC)

Collect the Basic Unit information, Add-ons, Premiums, and Official, Occupancy, and Fee Information

Ideally, the builder will provide the information in an Excel Spreadsheet
You can then enter this information Manually or you can use the Data Management functionality to Import it into Bildhive

Prepare your Condo Unit Data File for Upload to Bildhive

Builders have their unique approaches to organizing data files. To ensure a Smooth Import using the Manage Data feature of the CUC, it is ADVISABLE, although NOT MANDATORY, to Structure your Excel files using the following Headers. If any of the fields do not apply, you can either DELETE them from the file or LEAVE THEM EMPTY.
CUC Import Data Templates
CUC-TEMPLATE to Import Units
CUC-TEMPLATE to Import Parking Spots
CUC-TEMPLATE to Import Lockers
CUC-TEMPLATE to Import Bike Racks
Use these files as Samples
CUC-SAMPLE file to Import Units
CUC-SAMPLE file to Import Parking Spots
CUC-SAMPLE file to Import Lockers
CUC-SAMPLE file to Import Bike Racks
Make sure NOT TO USE SPECIAL CHARACTERS, like dashes, quotation marks, etc, when filling in your data
If a field in the Excel file does not apply to the unit in question, leave it Empty
Please note the template files download as Excel files, and the sample files download as CSV files

!! Why is it recommended to follow Bildhive’s Templates?

Importing data into Bildhive requires Mapping the Headings in your document To Fields in the Condo Unit Configurator. By following the provided Templates, the mapping is Straightforward.

!! What does the Maximum Number of Upload Records Mean?

When you upload a CSV file to Bildhive, it is essential to note that it should contain LESS than 15,000 rows -excluding the column headers. If your CSV file has more than 15,000 rows, divide it into smaller files and upload them separately.

Save your Excel file as a CSV

Bildhive Requires .CSV files for Data Import
To save your file as a CSV, open the Excel file
If you are using a Mac, go to the Top Bar and click File, then select Download, and from the Submenu, select Comma Separated File (.csv)
If you are using Microsoft, switch to the File tab, then select Save As and from the dropdown select CSV Comma Delimited file
Unless you specify otherwise, your file is Saved in your Downloads Folder
Grab the file and Upload it to your Media Library

!! What are CSV files and why do we need them?

A CSV is a comma-separated values file. These files are used to export and organize a high volume of data. It is a spreadsheet that contains a.csv extension.

Prepare the Floor Plan Images (Black Lines)

Landscape Images should be sized at 1920px wide at 300dpi
Portrait Images should be sized at 1080 px high at 300dpi
Optimally between 2 - 5MB, but they can go up to 15MB
Select which one will be used as Thumbnail to represent the Unit
Use Proper Naming Conventions

!! Image Quality vs Loading Time. It’s Your Decision

Bildhive allows you to upload Relatively Large Files, but you should be aware that Larger Files take Longer to Load, even if they look sharper
The decision comes down to Balancing Image Quality vs Loading Times

Prepare Gallery Images, Videos, and Virtual Tours for the Media Section

Prepare Gallery Images and renderings as Jpegs
Optimally between 2- 5MB, but they can go up to 15MB
For Virtual Tour Videos, copy the URL and Paste it into the Virtual Tour Video Field in the Media Section
Videos should be no larger than 250MB
For the 360 Virtual Tours, open your tour in Consultation Mode, click on the Share or Embed button and copy the Embed Code (Embed/iFrame) then open Bildhive in the Media Section of the Home Model Configurator and paste the code into the 360 Virtual Tour field

Virtual Tours should be no larger than 250MB)

Use Proper Naming Conventions

Prepare the Downloadable Floor Plan Brochures

Save the Floor Plans as PDFs
No larger than 25MB
Use Proper Naming Conventions

!! Image Quality vs Loading Time. It’s Your Decision

Bildhive allows you to upload Relatively Large Files, but you should be aware that Larger Files take Longer to Load, even if they look sharper
The decision comes down to Balancing Image Quality vs Loading Times

Link to the Condo Unit Configurator (CUC) Instructions Manual

Click below, to Access the Condo Unit Configurator Instructions Manual

Upload Condo Unit Assets & Information using the Condo Unit Configurator

Assets for the Condo Grid Configurator (CGC)

Prepare the Floorplates

Preferably, save the Floorplate Images as PNG or alternatively as JPEG
Optimally, between 2- 5MB, but they can go up to 15MB
Landscape Images should be sized at 1920px wide at 72 dpi
Portrait Images should be sized at 1080 px high at 72dpi

!! Image Quality vs Loading Time. It’s Your Decision

Bildhive allows you to upload Relatively Large Files, but you should be aware that Larger Files take Longer to Load, even if they look sharper
The decision comes down to Balancing Image Quality vs Loading Times

Prepare the Condo images for the Condo Amenities section (if applicable)

Prepare Images and Renderings as Jpegs
Optimally between 2- 5MB, but they can go up to 15MB
Videos should be no larger than 250MB
For the 360 Virtual Tours, open your tour in Consultation Mode, click on the Share or Embed button and copy the Embed Code (Embed/iFrame) then open Bildhive in the Media Section of the Home Model Configurator and paste the code into the 360 Virtual Tour field
Virtual Tours should be no larger than 250MB
Use Proper Naming Conventions

Link to the Condo Grid Configurator (CGC) Instructions Manual

Click below, to Access the Condo Grid Configurator Instructions Manual

Condo Grid Configurator (CGC)

Assets for the Contract Configurator (CC)

Gather the Documents for the Contract and Save as PDF

Gather ALL the Documents that you want Combined into your Contract Template, including Purchase Agreement, Tarion, Floor Plans, etc.
Make sure your documents are Unencrypted
Make sure your they do not have Dynamic Fields
Save your Contract Documents as PDF
Optimally, they should be between 2- 5MB, but they can go up to 15MB
Once you upload your documents to the Contract Configurator, you can review or adjust the order of your pages, as well as delete pages that are not required, however You Cannot Add More Pages To An Existing Template

!! If you can't get Documents that aren't Encrypted or Interactive, try this.

To Remove Encryption, Open the PDF in Acrobat. Select Tools > Protect > Encrypt > Remove Security
To remove Dynamic Fields, Open the PDF in Acrobat. Select Forms > Edit then Delete
There are also some Free Online Tools that remove the fields, such as AvePDF

Link to the Contract Configurator (CC) Instructions Manual

Click below, to Access the Contract Configurator Instructions Manual

Contract Configurator

Assets for the Features Configurator (FC)

Prepare Thumbnail Images and Highlight Images for each Exterior Color Package

Save Images as Jpegs
Optimally between 2- 5MB, but they can go up to 15MB
Use Proper Naming Conventions

!! What is the Difference between a Thumbnail Image and a Highlight Image?

Thumbnail images are used to represent each exterior color package for easy Navigation. When you click on a thumbnail, it opens the Detailed Page of that specific Exterior Color Package, where you'll find the Highlight image and detailed information about the package.

Prepare Thumbnail Images or Icons for Each Feature and Finish

Save Images as Jpegs
Optimally between 2- 5MB, but they can go up to 15MB
Use Proper Naming Conventions

!! About Thumbnail Images

Uploading a Thumbnail image is Mandatory but it may not appear on the main Features & Finishes screen. This Depends on the Design Widget chosen for the website and touchscreen Interface. Some designs use Only Text to Identify Features and Finishes, while others incorporate Icons or Images. The choice of design is up to your team.

Prepare Highlight Images for the Detail Page of a Feature or Finish

Save Images as Jpegs
Optimally between 2- 5MB, but they can go up to 15MB
Use Proper Naming Conventions

!! What is the Difference between a Thumbnail Image and a Highlight Image?

!! Image Quality vs Loading Time. It’s Your Decision

Bildhive allows you to upload Relatively Large Files, but you should be aware that Larger Files take Longer to Load, even if they look sharper
The decision comes down to Balancing Image Quality vs Loading Times.

Link to the Features Configurator (FC) Instructions Manual

Click below, to Access the Features Configurator Instructions Manual

Upload Exterior Packages & Interior Features & Finishes Lists with the Features Configurator

Assets for the Customers Relationship Management App (CRM)

When it comes to Client Relationship Management, each Builder has a particular way of organizing the files that contain their data. To ensure a Smooth Import using the Manage Data feature of the CRM, follow the instructions below. If any of the fields DO NOT APPLY, you can either DELETE them from the file or LEAVE THEM EMPTY.

Prepare a Lead List to Upload to Bildhive

Even though it is not Mandatory, it is recommended that you organize your files using the Data Template for Customer Relationship Management provided below to ensure a Smooth Data Import into Bildhive
CRM-TEMPLATE to Import Leads
Use this file as a Sample: CRM-SAMPLE file to Import Leads
Make sure NOT TO USE SPECIAL CHARACTERS, like dashes, quotation marks, etc, when filling in your data
Once it is ready, Save the Excel File as a .CSV

!! Here is a sample file and a template you can use:

Data Template for Customer Relationship Management (CRM)

!! IMPORTANT:

If you need to enter a YES into a field in the Customer Relationship Management,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will be treated as NO.

If you require a Button to be turned ON in the Customer Relationship Management,

Fill in the Corresponding Cell in the Excel file with either Y, Yes, 1, or True.

Note that an Empty Cell or any Other Value will keep the button in the OFF position.

If you require a Check Box field to be Checked in the Customer Relationship Management,

Fill in the Corresponding Cell in the Excel file with the options you entered when you Added the Check Box Custom Field.

Save your Excel file as a CSV

To save your file as a CSV, open the Excel file
If you are using a Mac, go to the top Bar and click File, then select Download and, from the Submenu, select Comma Separated File (.csv)
If you are using Microsoft, switch to the File tab, then select Save As and, from the dropdown select CSV Comma Delimited file
Unless you specify otherwise, your file is Saved in your Downloads Folder
Grab the file and Upload it to your Media Library

!! What are CSV files and why do we need them?

A CSV is a comma-separated values file. These files are used to export and organize a high volume of data. It is a spreadsheet that contains a.csv extension.

Upload Attachments to an Email or Email Template

You can upload Images, Videos, or Documents as attachments to Emails or Email Templates

Upload an Attachment to a Task

After you add a task, you can add attachments
If the scroll bar is not visible, shift and scroll down

Prepare a Logo to Attach it to your Email Signature or Confirmation Emails

Save your files as JPEG or as PNG
The Ideal Size for logos is 300 to 400 pixels wide by 70 to 100 pixels high at 72dpi
Bildhive resizes your image to the correct size regardless of the size you submit
For email signatures, Bildhive adjusts the size based on the selected template

Prepare Documents to Attach to a Lead’s or an Opportunity’s General Information

Are there any restrictions?

Links to the Customer Relationship Management App (CRM) Instructions Manuals

Click below, to Access any the Customer Relationship Management Instructions Manual
1 - the Leads Collect and Manage your Leads Using the Customer Relationship Management App Chapter 1 -The Leads
2 - The Sales Pipeline Move Opportunities through the Sales Pipeline Using the Customer Relationship Management App-Chapter 2

3 - Manage your Day Organize your Calendar using the Customer Relationship Management App- Chpater 3

!! What does the Maximum Number of Upload Records Mean?

Import New, Additional, or Adjusted Data to your Bildhive Apps

How to Import New, Additional or Adjusted Data

Ideally, the Import process should be done Once at the Start of a Project
For Minor Updates, it's best to Add information Manually
However, if you Need to do Another Import, enter the data in the template, save it as a CSV file, and then import it into Bildhive
This will Update any Fields that Match Existing Mapped Information

!! Heads-Up:

Fields will be Overwritten with the new data. When you import entirely NEW DATA, the existing information will remain Unaffected.