Projects discussion is a feature in the CRM which will give you ability to start various discussions with your customer or project member for a specific project. To create new project discussion open the desired project and click on the dis...

By the default all project related tasks are visible to all project members.If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks...

Project activity is feature where can be track the activity of the project. There is a way to turn off project activity from being visible to customer. You can just toggle the OFF button on the right side of the activity. Pro...

To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Visible to customer ...

Finance Overview is showcase of all logged project time-sheets together including project expenses. Logged Hours...

Project time-sheets are all started timers for tasks related to specific project. To view all project time-sheets while viewing the project click on the time-sheets tab....

Go to Menu -> Sales -> Invoices and click Create New Invoice Select customer. A drop down with projects will...

If you are working on specific projects everyday and you need to access them everyday there is an option to pin the project. The pinned projects will be shown on the bottom left side from the admin main menu....

By default the CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple action hook to fit for your needs.The...