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Helpdesk

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Latest activity by Helpdesk
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    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...