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Birdview Support

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  • My settings - Notifications - Follow

    AvailabilityOverviewYou can follow the progress of some activities if you need it for some reason. To become a follower manually, you need to click Follow on the activity menu or press a respective...

  • Customizing rate cards

  • Invoices - Preview

    AvailabilityOverview 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. ...

  • Accessing custom forms (externally)

    Availability Overview Custom forms in Birdview provide a powerful means to collect data efficiently. Each form is equipped with HTML code, enabling direct access to the form. This code can...

  • Planning - Resource/user matching

    AvailabilityOverview When planning a team for a project, you can enjoy a degree of automatization provided by Birdview. A built-in functionality is designed to help you find suitable candida...

  • OAuth clients 2.0

    Integrations and OAuth 2.0 clients are only available for Birdview Team and Enterprise accounts. Please check our Birdview pricing plans to learn more. Overview OAuth 2.0 is a technology that allow...

  • My settings - Vacations

    AvailabilityOverviewMy vacations is a personal page of the logged user, designed to help him view and manage their vacations. The view offered by the personal vacation calendar is year-based, i.e. ...

  • Icons

    Watch this quick video to find out how the icons help you find what you need in a matter of seconds!  

  • How to restore database when switching from hosted version to on-premise one?

    Overview Warning Please note that MS SQL database used with a hosted Birdview account has the latest MS SQL Server format. This means that restoring of a Birdview database from your hosted account...

  • Billing report

    Availability Overview A billing report is designed to help create invoices to bill your customers with or review the internal costs of a project. In this article Permissions Running a r...