
Helpdesk
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Activity overview
Latest activity by Helpdesk-
Helpdesk created an article,
Invoices - Preview
Availability Overview This article explains how to preview invoices before sending them, providing a clear view of how the final document will appear as a PDF or printout. In this article...
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Helpdesk created an article,
Invoices - Creating an invoice
Availability Overview This article provides a step-by-step guide on creating invoices within Birdview, detailing how to add billable items, customize line item descriptions, and manage inv...
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Helpdesk created an article,
Invoices - Settings
Availability Overview This article explains how to configure key invoice settings in Birdview. It covers specifying your company's details as the sender's address to appear alongside your ...
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Helpdesk created an article,
Invoices - Overview
Availability Overview Birdview comes with an invoicing module, which allows you to create, edit, preview and download invoices as a PDF document for further processing (print out or email ...
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Helpdesk created an article,
Salesforce to Birdview Automation
In this article Overview Scenarios Connections Custom fields List of Scenarios Scenario 1 Scenario 2 Scenario 3 Overview This integration allows you to create a link between your opportunities...
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Helpdesk created an article,
Hubspot to Birdview Automation
In this article Automation Setup Scenario 1 Scenario 2 Scenario 3 Scenario 4 Automation Setup This integration allows you to create a link between your deals in Hubspot and your projects in Bi...
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Helpdesk created an article,
Birdview mobile apps
Once you launch the app, you will be presented with a login screen where you will need to enter your company alias. The company alias is part of the existing account's URL before go.easyprojects.ne...
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Helpdesk created an article,
Key differences between on-premise and cloud deployments
Birdview on-premise Birdview cloud Edition Birdview Project Management: Enterprise onlyBirdview Professional Services: Enterprise only All products, all editions Billing term Annually, 2 a...
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Helpdesk created an article,
Overview
Birdview on-premise deployment is based on microservice architecture. Microservices architecture is a software development approach that involves breaking down large applications into a suite of sm...
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Helpdesk created an article,
Why choose Birdview on-premise?
Looking for ultimate control over your data and operations? Birdview's on-premise deployment offers the perfect solution. Key benefits: Ironclad security: Prioritize data privacy and compliance wi...