Tips & Tricks
Handy tips and tricks you might not have known.
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 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