Tips & Tricks
Handy tips and tricks you might not have known.
By Thijs and 1 other2 authors8 articles
- Did you know... you can set an invoice template and reminder plan per project?Set a deviating invoice template and reminder plan on your project.
- Did you know... you can clear selection fields yourself?Even if it seems that something always needs to be filled in here
- Did you know… you can navigate quickly in Simplicate?Discover how you can quickly retrieve information within different modules by easily clicking through the software.
- Did you know... you can grant rights per document type?When a certain document contains sensitive information and you want to save it in a module your colleagues have access to
- Did you know… you can consolidate all different invoice lines into a single invoice?This also applies to subscription lines.
- Did you know… you can choose not to invoice hours on an invoice‑eligible project?A frequently used feature for logging hours during the sales phase
- Did you know… you can modify in bulk?Within the CRM, Sales, and Projects modules, you can select any (or multiple) rows at once to apply changes collectively.
- Did you know... you can efficiently add Relations using the CoC integration?Efficiently create Relations based on CoC data