Create Custom Fields
Starting in Version 14.0, you can create custom fields for both clients and projects. Creating the custom fields for projects and clients works the same way. To start adding custom fields you use the following menus: For Projects, go to ...
Delete a Project
To Delete a project: Open the project you want to delete On the project Info tab go to the "Project State" field and select Deleted. This will move that project to the deleted project list. Please note, that no no data is physically deleted, its ...
V 14.0 Release Notes (2022)
Release 14.2 Release date: September 2022 Bug fixes Release 14.1 Release date: August 2022 User logins is now tracked in the system. You can see client last login on the client user accounts tab. Added workflow status tracker on the overdue tasks ...
V 13.0 Release Notes (2021)
Release 13.52 Release date: 2/27/2021 Resolved issue with multiple file download. This issue was occurring when trying to download multiple files at once where and the system errors out indicated that one of the file is now found. Release 13.5 ...
Events emails are emails that are triggered out of the system when a client or a staff takes some action on the system. For example, when you upload a file, the system will trigger an email to the client letting them know that you uploaded a file. ...