Can multiple people work on a document at the same time?
Absolutely, any number of people can work on a document simultaneously. You can see updates done on your document in real-time without having to do anything manually like save or refresh.
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Can I attach more than one document at a time?
Yes. You can attach more than one document at a time, provided the total size is not more than 5 MB.
How does Client Management Work?
Essentially, CRM works by collecting leads or consumer information, analyzing the collected information to understand customer or market requirements and adjusting marketing campaigns accordingly to increase sales. CRM also serves customer service ...
Multiple Currencies
The multi-currency support in CRM gives you the advantage to easily handle business transactions in the global marketplace. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and ...
My filters don’t seem to work? How do I make it work?
Check if the filters are all enabled. If all filters are enabled, check the order of filters. Order of the filters is very important for the filters to work the way you want.
Time Tracking and Billing
Time sheets can record the start and end time of tasks, or just the duration. It may contain a detailed breakdown of tasks accomplished throughout the project or program. This information may be used for payroll, client billing, and increasingly for ...