-
If you are working often on specific project 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 ...
-
Projects discussion is a feature in Radius 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...
-
Project activity is feature where can be track the activity of the project.
...
-
Invoicing project is recommended to be done only from the project area via th...
-
...
-
To create a new project, go to Projects menu and click New Project.
...
-
Project timesheets are all started timers for tasks related to specific proje...
-
To link manually the invoice to the project:
...
-
To bill a project per task (main) and include tasks from child (related) projects in Radius CRM, you can follow these general steps:
1. Structuring the project:
Make su...
-
To invoice a project by fixed cost in Radius CRM, you can follow these general steps:
...
-
To invoice a project based on work hours in Radius CRM, you can follow the following steps:
...
-
To invoice a project by task hours in Radius CRM, you can follow the following steps:
...
-
To change the order of a pinned project in Radius CRM, here are the steps to follow:
1. Access the List of Pinned Projects:First, navigate to the pinned projects section or list in Radius CRM. Usually this list is found...