Birdview Support
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Report generator
To be able to generate this type of reports, you will need to have "Access report generator" permission in your access level. Report generator is a versatile tool to produce custom reports.Creating...
Zapier
You can read about the integration here.
Reports and dashboards
Editing activities
Custom form records
AvailabilityOverview Once you have created a custom form, it can be used to add records to it. By embedding custom forms into your website, you empower visitors to provide valuable feedback,...
Internal automations (Beta)
Availability OverviewBirdview offers an effective work automation tool: internal, or workflow, automations. The tool is designed to allow an administrative user to set up, test and run a sequence ...
Guest portal
Creating custom fields
Invoices — Creating an invoice
AvailabilityOverview 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 in...
Planning — Managing allocations
AvailabilityOverview Allocations indicate the amount of time or percentage of available hours a resource is dedicated to a project, considering their skills and availability. The distinc...