Birdview Support
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QuickBooks integration
Availability Overview A one-way integration - QuickBooks is designed for Birdview users to facilitate a seamless transfer of time logs to QuickBooks. This integration streamlines both payr...
Planning - Groupings
AvailabilityOverview Resource planning is a critical component of efficient project management and organizational success. One of the key features that facilitate effective resource mana...
My settings - Notifications
AvailabilityOverviewOn the Notifications page, you can adjust your personal notification preferences. The settings are combined under three sections: Push notifications, Email notifications and Fol...
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...
Importing projects from CSV
The minimum requirements for importing projects from CSV are the "Manage system settings" and "Add projects" global permissions enabled in your access level. You can have projects stored as a CSV f...
Zapier
You can read about the integration here.
Reports and dashboards
Editing activities
Report generator - Data sources
Availability Overview Custom reports, also known as Report generator, allow you to design and run a report of virtually any complexity. This section contains information about preset array...
Custom form records
Availability Overview 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 feedba...