By default 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 statuses ...

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 Select customer Billing...

Project timesheets are all started timers for tasks related to specific project. To view all project timesheets while viewing the project click on the timesheets tab. You can view and sort all timers that are in prog...

Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project. Project Invoice Info...

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 related to projec...

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. To pin a project from the main ...

Finance Overview is showcase of all logged project timesheets together including project expenses. Logged Hours – Shows total logged project hours Billable and Not Billable Billable Hours – Shows total billab...