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Easy Projects is Work and Project Management Software that is designed to help teams of all sizes collaborate more effectively, stay on budget and deliver projects faster.
Birdview
Birdview PSA is a professional services automation platform built for organizations that want to better manage their entire delivery lifecycle. It includes all of the features and functionality of Easy Projects, plus an added layer of advanced functionality and financial tools for billing clients and tracking revenue and profit.
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Custom Forms (menu)

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The Custom Forms menu consists of 1 item and a list of available active forms, as follows:

Item Action Comments
Manage Custom Forms (header) Opens the Custom Forms screen For this menu item to be available, you need the ‘Manage all custom forms’ permission enabled in your role
List of available active custom forms
  1. Click the name of the form to access all its records. You can edit, delete, convert records to projects or activities, or export to CSV.
  2. Click the 'Add' button to add a record to the form.
  

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