Pentru a crea un proiect nou, accesează Proiecte din meniul lateral și dă clic pe Proiect nou din butonul din stânga sus. Nume proiect – Numele proiectului – Vizibil pentru client ...

Go to Menu -> Sales -> Invoices and click Create New Invoice Select customer. A dropdown with projects will...

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. ...

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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...

Project activity is feature where can be track the activity of the project. There is a way to turn off project activity from being visible to customer. You can just toggle the OFF button on the right side of the activity. Project act...

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...

Projects discussion is a feature in Perfex 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 ...

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. ...