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Microsoft Outlook and Office 365
You can read about the integration at https://birdviewpsa.com/integrations/ms-outlook-add-in/
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What are the requirements for SQL server?
Birdview on-premise installation has the following SQL and network requirements: Microsoft SQL Server 2017 or later Dedicated virtual machine The SQL server (mixed mode) authentication Server coll...
Search
In this article Using search Search rules OverviewThe search tool is designed to help you find projects, activities, etc. using text string search. The following fields are searched to contain t...
Form record conversions
AvailabilityOverviewA very useful thing about custom forms is that they can be easily converted to projects or activities (one of the three type). This is called form conversion. The process includ...
My settings - Notifications - Push notifications
AvailabilityOverviewPush notification is a feature that uses your browser (currently, only Chrome, Firefox or Edge) to pop up a message as unobtrusively as possible in a corner of your screen allow...
Job roles and permissions
Invoices - Settings
AvailabilityOverviewThis 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 logo, addin...
Accessing custom forms (internally)
Availability Overview A custom form has two sides to it. One is the front-end, i.e. what an end user, regular Birdview user or guest, see when they click a button to add a record. The othe...
Planning - Resource requests
AvailabilityOverviewResource requests in Planning is a powerful functionality designed to streamline and enhance the resource management process for project teams. This feature empowers users to ef...