Member access to k-1s

wiltse on

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.

Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
To: The Club Cafe

Hi Mike,

I do think it's better than having to select the "Start button" to shut down your computer.

:)

Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.

Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:

Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones
Wall$treet Wannabees
Bloomington, MN

Laurie Frederiksen on

Dear Linda,

I'm sorry you feel that way. We've been doing this for a lot of years and that is not what we've heard from our other users.

But, we also recognize that nothing is perfect. As I said earlier, we are always open to hearing specific suggestions about ways specific parts of the site can be improved. We welcome that input.

It's hard to know what to address from general comments.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 11:57 AM, wiltse <wiltse@optonline.net> wrote:

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.

Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

Marlene on

I usually just "lurk" on the club cafe and pick up great tips for our club. But having read such a negative comment as this, I must respond. I love bivio and find the site easy to navigate. It may not be perfect, but no site is. Please give constructive criticism.

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of wiltse
Sent: Monday, March 24, 2014 10:58 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.

Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
Date:03/24/2014 11:33 AM (GMT-05:00)
To: The Club Cafe
Subject: Re: [club_cafe] Member access to k-1s

Hi Mike,

I do think it's better than having to select the "Start button" to shut down your computer.

:)

Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.

Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:

Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones

Wall$treet Wannabees

Bloomington, MN

JAYNE GILBERT on

Three cheers to the bivio team for quickly responding to investment club issues. I noticed that even on Sunday the staff was on call. We have been using bivio for many years and are pleased with the program and the service. As with any program, it does take effort to become acquainted with it, but once you begin to "think like the computer" it all becomes very clear. The Help button covers most any situation you can think of. All in all, kudos to the bivio program and staff. BTW, we have left Better Investing and subscribed to ValueLine. Think we get more bang for our bucks. Talk about illogical and intuitive - to me that is the Stock Selection Guide from BI.

Just adding my 2 cents -

Jayne Gilbert

Make A Lot Investment Club and

Rainbow Investment Club of Houston (RICH)

From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Monday, March 24, 2014 11:12 AM
Subject: Re: [club_cafe] Member access to k-1s

Dear Linda,

I'm sorry you feel that way. We've been doing this for a lot of years and that is not what we've heard from our other users.

But, we also recognize that nothing is perfect. As I said earlier, we are always open to hearing specific suggestions about ways specific parts of the site can be improved. We welcome that input.

It's hard to know what to address from general comments.

Laurie Frederiksen
Invest with your friends!
http://www.bivio.com/

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 11:57 AM, wiltse <wiltse@optonline.net> wrote:

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.

Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

Stuart Weissman on

My only issue with the interface is the inability to move more than one file at a time to a different folder in the files area. We save all of our quarterly SSGs to see how we've changed our assumptions over the holding period and when we sell a stock, we move these SSGs into a different folder. This must be performed one at a time using a clunky interface. We wish the directory was either FTP accessible or if there was a way to perform a multiple selection so cleanup could occur much more easily. Currently, it's very slow and time-consuming. Otherwise, the site is pretty well organized in my opinion.

Stu, MLIC

From: Marlene <mar.johnson@comcast.net>
To: club_cafe@bivio.com
Sent: Monday, March 24, 2014 12:18 PM
Subject: RE: [club_cafe] Member access to k-1s

I usually just "lurk" on the club cafe and pick up great tips for our club. But having read such a negative comment as this, I must respond. I love bivio and find the site easy to navigate. It may not be perfect, but no site is. Please give constructive criticism.

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of wiltse
Sent: Monday, March 24, 2014 10:58 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.
Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
Date:03/24/2014 11:33 AM (GMT-05:00)
To: The Club Cafe
Subject: Re: [club_cafe] Member access to k-1s
Hi Mike,
I do think it's better than having to select the "Start button" to shut down your computer.
:)
Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.
Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:
Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones
Wall$treet Wannabees
Bloomington, MN

Bob Mann on

I would like the ability to delete multiple messages at once from communications. Or at least a complete thread. It's a pain to have to select a message, select delete, confirm the delete, repeat.

Laurie Frederiksen on

Thank you for the input Bob. Others are interested in this also. I will make sure to pass this along to the programmers.

In the meantime, are you aware that you don't have to delete anything? Unless you are doing something out of the ordinary, you do not have to worry about running out of mail storage space.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 1:01 PM, Bob Mann <sailrmann@maestroanalyzer.com> wrote:

I would like the ability to delete multiple messages at once from communications. Or at least a complete thread. It's a pain to have to select a message, select delete, confirm the delete, repeat.

Bob Mann on

I belong to two clubs that use Bivio. After I login, I'm taken to a main screen that has tabs across the top for Accounting, Administration, Communications. If I then switch to the second club using the drop-down in upper right-hand corner, I'm taken to that club's website. Could I please be taken to the same Bivio page in both instances? Currently, any time I switch between clubs I'm taken to that club's web page, which is almost never where I want to be taken.

Bob

Bob Mann on

Thanks for the information. I'm not worried about the space, just trying to keep content to important things and eliminate "me too" emails.

Bob

On March 24, 2014 at 4:30 PM Laurie Frederiksen <laurie@bivio.biz> wrote:

Thank you for the input Bob. Others are interested in this also. I will make sure to pass this along to the programmers.

In the meantime, are you aware that you don't have to delete anything? Unless you are doing something out of the ordinary, you do not have to worry about running out of mail storage space.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 1:01 PM, Bob Mann <sailrmann@maestroanalyzer.com> wrote:

I would like the ability to delete multiple messages at once from communications. Or at least a complete thread. It's a pain to have to select a message, select delete, confirm the delete, repeat.

Joe Farrell on

I also lurk and read searching for constructive ideas for my clubs. I also love bivio, I have always found the information provided intuitive and informative. In the few instances that I have needed help because I messed something up, the staff has always been responsive on a timely basis. As the treasurer of three clubs over the past 25 years, I have converted from paper based, to a competitor's less intuitive disk-based product, to a competitor's cloud-based product and finally found Nirvana with bivio.

Joe Farrell

On Mar 24, 2014, at 11:18 AM, "Marlene" <mar.johnson@comcast.net> wrote:

I usually just "lurk" on the club cafe and pick up great tips for our club. But having read such a negative comment as this, I must respond. I love bivio and find the site easy to navigate. It may not be perfect, but no site is. Please give constructive criticism.
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of wiltse
Sent: Monday, March 24, 2014 10:58 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s
The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.
Linda
Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
Date:03/24/2014 11:33 AM (GMT-05:00)
To: The Club Cafe
Subject: Re: [club_cafe] Member access to k-1s
Hi Mike,
I do think it's better than having to select the "Start button" to shut down your computer.
:)
Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.
Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:
Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones
Wall$treet Wannabees
Bloomington, MN

Linda on

What does SSG stand for and what "folders" are there in Bivio?

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Stuart Weissman
Sent: Monday, March 24, 2014 12:42 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

My only issue with the interface is the inability to move more than one file at a time to a different folder in the files area. We save all of our quarterly SSGs to see how we've changed our assumptions over the holding period and when we sell a stock, we move these SSGs into a different folder. This must be performed one at a time using a clunky interface. We wish the directory was either FTP accessible or if there was a way to perform a multiple selection so cleanup could occur much more easily. Currently, it's very slow and time-consuming. Otherwise, the site is pretty well organized in my opinion.

Stu, MLIC

From: Marlene <mar.johnson@comcast.net>
To: club_cafe@bivio.com
Sent: Monday, March 24, 2014 12:18 PM
Subject: RE: [club_cafe] Member access to k-1s
I usually just "lurk" on the club cafe and pick up great tips for our club. But having read such a negative comment as this, I must respond. I love bivio and find the site easy to navigate. It may not be perfect, but no site is. Please give constructive criticism.

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of wiltse
Sent: Monday, March 24, 2014 10:58 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.
Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
Date:03/24/2014 11:33 AM (GMT-05:00)
To: The Club Cafe
Subject: Re: [club_cafe] Member access to k-1s
Hi Mike,
I do think it's better than having to select the "Start button" to shut down your computer.
:)
Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.
Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:
Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones
Wall$treet Wannabees
Bloomington, MN

This email is free from viruses and malware because avast! Antivirus protection is active.

Verna Eddy on

I love Bivio and don't know what I would do without it as it has been a grat help to me--no complaints at all--just a big Thanks for them for helping me out at all tiime.

Verna Deanne Eddy

On Mon, Mar 24, 2014 at 8:38 PM, Linda <wiltse@optonline.net> wrote:

What does SSG stand for and what “folders” are there in Bivio?

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Stuart Weissman
Sent: Monday, March 24, 2014 12:42 PM

To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

My only issue with the interface is the inability to move more than one file at a time to a different folder in the files area. We save all of our quarterly SSGs to see how we've changed our assumptions over the holding period and when we sell a stock, we move these SSGs into a different folder. This must be performed one at a time using a clunky interface. We wish the directory was either FTP accessible or if there was a way to perform a multiple selection so cleanup could occur much more easily. Currently, it's very slow and time-consuming. Otherwise, the site is pretty well organized in my opinion.

Stu, MLIC

From: Marlene <mar.johnson@comcast.net>
To: club_cafe@bivio.com
Sent: Monday, March 24, 2014 12:18 PM
Subject: RE: [club_cafe] Member access to k-1s

I usually just “lurk” on the club cafe and pick up great tips for our club. But having read such a negative comment as this, I must respond. I love bivio and find the site easy to navigate. It may not be perfect, but no site is. Please give constructive criticism.

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of wiltse
Sent: Monday, March 24, 2014 10:58 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.

Linda

Sent via the Samsung GALAXY S®4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
Date:03/24/2014 11:33 AM (GMT-05:00)
To: The Club Cafe
Subject: Re: [club_cafe] Member access to k-1s

Hi Mike,
I do think it's better than having to select the "Start button" to shut down your computer.

:)
Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.

Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:

Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones
Wall$treet Wannabees

Bloomington, MN

This email is free from viruses and malware because avast! Antivirus protection is active.

--

Verna D. Eddy

Cell Phone 496-1396

Verna Eddy on

whoops misspelled a word GREAT-sorry

On Mon, Mar 24, 2014 at 9:19 PM, Verna Eddy <vernaeddy@gmail.com> wrote:

I love Bivio and don't know what I would do without it as it has been a grat help to me--no complaints at all--just a big Thanks for them for helping me out at all tiime.

Verna Deanne Eddy

On Mon, Mar 24, 2014 at 8:38 PM, Linda <wiltse@optonline.net> wrote:

What does SSG stand for and what “folders” are there in Bivio?

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Stuart Weissman
Sent: Monday, March 24, 2014 12:42 PM

To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

My only issue with the interface is the inability to move more than one file at a time to a different folder in the files area. We save all of our quarterly SSGs to see how we've changed our assumptions over the holding period and when we sell a stock, we move these SSGs into a different folder. This must be performed one at a time using a clunky interface. We wish the directory was either FTP accessible or if there was a way to perform a multiple selection so cleanup could occur much more easily. Currently, it's very slow and time-consuming. Otherwise, the site is pretty well organized in my opinion.

Stu, MLIC

From: Marlene <mar.johnson@comcast.net>
To: club_cafe@bivio.com
Sent: Monday, March 24, 2014 12:18 PM
Subject: RE: [club_cafe] Member access to k-1s

I usually just “lurk” on the club cafe and pick up great tips for our club. But having read such a negative comment as this, I must respond. I love bivio and find the site easy to navigate. It may not be perfect, but no site is. Please give constructive criticism.

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of wiltse
Sent: Monday, March 24, 2014 10:58 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.

Linda

Sent via the Samsung GALAXY S®4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
Date:03/24/2014 11:33 AM (GMT-05:00)
To: The Club Cafe
Subject: Re: [club_cafe] Member access to k-1s

Hi Mike,
I do think it's better than having to select the "Start button" to shut down your computer.

:)
Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.

Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:

Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones
Wall$treet Wannabees

Bloomington, MN

This email is free from viruses and malware because avast! Antivirus protection is active.

--
Verna D. Eddy

Cell Phone 496-1396

--

Verna D. Eddy

Cell Phone 496-1396

Mike Jones on

SSG = the Stock Selection Guide which many (or most) club's use to evaluate investment options.

Folders = Click on "Communications" and the top right of the main screen and then select "Files". This is a place to store copies of documents generated by members and to be held for historical or interest reasons. You can group similar files into folders that you create. We store all meeting minutes, a copy of our brokerage statements, our partnership agreement, and similar items. We don't store SSGs but that sounds like a good idea too.

Taking advantage of online storage has made it unnecessary to save reams of paper in filing cabinets and all items are available to all partners whenever Bivio is available.

Mike Jones

Wall$treet Wannabees

Bloomington, MN

From: Linda <wiltse@optonline.net>
To: club_cafe@bivio.com
Sent: Monday, March 24, 2014 8:38 PM
Subject: RE: [club_cafe] Member access to k-1s

What does SSG stand for and what "folders" are there in Bivio?

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Stuart Weissman
Sent: Monday, March 24, 2014 12:42 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

My only issue with the interface is the inability to move more than one file at a time to a different folder in the files area. We save all of our quarterly SSGs to see how we've changed our assumptions over the holding period and when we sell a stock, we move these SSGs into a different folder. This must be performed one at a time using a clunky interface. We wish the directory was either FTP accessible or if there was a way to perform a multiple selection so cleanup could occur much more easily. Currently, it's very slow and time-consuming. Otherwise, the site is pretty well organized in my opinion.

Stu, MLIC

From: Marlene <mar.johnson@comcast.net>
To: club_cafe@bivio.com
Sent: Monday, March 24, 2014 12:18 PM
Subject: RE: [club_cafe] Member access to k-1s

I usually just "lurk" on the club cafe and pick up great tips for our club. But having read such a negative comment as this, I must respond. I love bivio and find the site easy to navigate. It may not be perfect, but no site is. Please give constructive criticism.

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of wiltse
Sent: Monday, March 24, 2014 10:58 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Member access to k-1s

The programmers need to go back to the drawing board because the whole website is difficult to navigate and definitely not logical nor intuitive.
Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Laurie Frederiksen
Date:03/24/2014 11:33 AM (GMT-05:00)
To: The Club Cafe
Subject: Re: [club_cafe] Member access to k-1s
Hi Mike,
I do think it's better than having to select the "Start button" to shut down your computer.
:)
Our programmers read these messages. I'm sure they would be interested in suggestions for ways it could be improved.
Please, any of you, feel free to share your thoughts on how this might work better for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Mar 24, 2014 at 10:07 AM, Mike Jones wrote:
Could Bivio have made that link's name any more counterintuitive or place the link where it would be even harder to find?

Mike Jones
Wall$treet Wannabees
Bloomington, MN

This email is free from viruses and malware because avast! Antivirus protection is active.