How do I display my milestones to my clients?
In Milestone Flag, choose the External option, if you wish to collaborate and display the milestone with client users. However, if you want to display only to your portal users choose the Internal option.
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Milestones
Milestones are used to group task lists together and quickly evaluate how close the Team collaboration deliverable is near completion. Milestones allow project managers to accurately determine whether or not the project is on schedule You can know ...
I need to see all overdue milestones across all projects?
You can see all the overdue milestones across all team collaboration from Task & Milestones > Milestones in the Overdue Milestones section. If you want to see all the overdue milestones of any particular team collaboration user, use ...
Customize the Embed’s Display Messages
Go to "Settings". In the Web Embed section, click on the name of the specific embed you would like to edit. In the Configure Messages section, click "Configure Messages" to bring up the specific messages you can edit. Hover over each message you want ...
How do I change my Display Name?
Click Settings » Mail » Send Mail As » Edit the From Address for which you want to change the display name. Type in the preferred Display Name in the Display Name section. Click Save.
Where can I display the contact information of my organization?
The Customer Portal is designed with a separate section called "Right Side Customization", under which you find a pre-defined section called "Contact Info". This Section can be edited to enter your organization's contact information. To Edit this ...