Using Organizations in Blueprint

Adding an Organization (e.g. school, sports league, client, etc) to your jobs provides a structured way to organize (no pun intended) and manage information and data specific to that organization, which can then be used for filtering, analyzing and strategic insights. It also paves the way for additional reporting and the ability to use Organization-specific information on My Design templates (coming soon!).

📝 To use this feature, make sure you've installed the Blueprint version Latest Releases. This can be found by navigating to Preferences > Advanced.

Creating an Organization

Under Organizations, click New.
Give the Organization a Name (eg. ABC Elementary School), and then follow the prompts to enter additional optional information about your customer, including:
1. Organization’s Website
2. Organization’s Logo
3. Primary Address
4. Shipping Address (if different from Primary Address)
5. Main Contact: Name, Title, Email Address, Phone Number
6. Keyword and up to three Custom Data fields

We recommend logo size be 500x100 for best display

Assigning an Organization to a Job

Navigate to your Job.
Click Job Settings (gear icon) and scroll down to ORGANIZATION.
Select an Organization from the drop-down menu and Sync to save your changes.

Bulk-assigning an Organization to multiple Jobs

Under Jobs, check the box next to any Jobs from the same organization.
Click Quick Edit to open the pop-out menu.
Choose the desired Organization from the drop-down menu.
Click Apply to assign the chosen Organization to the selected Jobs.

📢 Tip: If you have multiple pages of jobs, narrow down your results by utilizing the search feature and/or sorting by Job Title, Keyword, or Reference. After you’ve assigned an organization, sort by Organization to view unassigned Jobs.

Organization Dashboard

Access an Organization’s Dashboard to see a bird’s eye view of data and analytics for all Jobs assigned to that Organization. Here you’ll be able to quickly see the information you entered in the Organization’s Settings, number of jobs assigned to that organization, and order metrics. You’ll also find a list of that organization’s jobs, each of which can be conveniently accessed from this page.

Under Organizations, click the name of an existing Organization to open.

Archiving an Organization

Under Organization, check the box next to the Organization(s) you would like archived, and click Archive.
To unarchive, check the box next to the archived Organization(s), and click Activate.
Note: Archiving an Organization will hide it from view in your account, but it will NOT automatically remove the Organization from any Jobs assigned to it.

Logo Size

We recommend logo size be 500x100 for best display on a retina screen 250x50 in size. Reviewing your logo live in the cart on a variety of devices is a great way to ensure you are happy with its presentation.