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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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Posting your new feature suggestions to the Birdview PSA community

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Making a community post

To add your ideas about future changes to Birdview PSA - for either new or existing features and functions - you'll want to follow the steps, below, to post your ideas in the community.

Before you post, it's always a good idea to run a quick search to see if the question has already been asked and answered in the community, and if so then vote on this existing idea and add other comments.

Please note that this community posting area is managed by Zendesk, so you will need to create a new login for this community, as we don't expose Birdview PSA login info to non-BV databases/servers.

 

To make a community post:

  1. Click New post in the top-right side of any community page.

    KB_suggesting_new_feature.png

  2. Enter a Title for your post.
  3. Enter Details, which might be anything, including a question, feature request, or tip.
    • Use the toolbar for formatting options or to add links or images.

      You can add an image with a maximum file size of 2MB. If you add images to a post in a restricted topic, be aware that users who follow your content will only see these images within their email notifications for a limited amount of time (seven days).

    • @mentions: If you want to mention another user, type "@" followed by a minimum of the first three characters of their alias, or user name if the user does not have an alias, then select the user you want to add from the autocomplete menu.

      For instance, if you want to @mention Jane Doe, type "@Jan," then select Jane Doe. The user mentioned is automatically emailed, and now follows the post.

      Note: @mentions is being rolled out and might not be available to all users until the end of October 2019.

      If public user profiles (Guide Professional and Enterprise) are not enabled, or if a user has not yet submitted a post or comment in the community, you can't use @mentions.

  4. Select a Topic for the post from the drop-down menu, if you want to change the selected topic.
  5. Click Submit.

 

 

Viewing your contributions

If the Help Center includes community, you can participate in the community by making a post or a comment. You can also participate by making comments on articles, if article commenting is enabled. You can view all your own contributions in one place.

To view all your contributions:

  1. Click your profile icon on the upper-right side of any page, and then click My activities.
  2. Click Contributions.

    Any posts you've made show by default.

  3. Click Community comments or Article comments to view the comments you've made on post or articles.
  4. Click any link to view the contribution.

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