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Helpdesk

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Activity overview

Latest activity by Helpdesk
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    Helpdesk created an article,

    Duplicating projects

    Duplication is one of the batch operations available for projects. A project is duplicated with all its activities. Time entries are NOT copied from the activities being duplicated. Since this oper...

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    Helpdesk created an article,

    Export payments to CSV

    Overview To be able to export payments, the minimum requirements are the "Access billing information" global permission.  The Payments tab in the project financials module comes with export to CSV ...

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    Helpdesk created an article,

    Export expenses to CSV

    Overview To be able to export expenses the minimum requirements are the 'Access billing information' global permission and the ability to view them on the project or activity level. See Expense log...

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    Helpdesk created an article,

    Expense logging & editing permissions

    Availability Overview Any access level comes with permissions for adding and/or editing expenses in both member and non-member  project permissions, i.e. for projects where the user is a m...

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    Helpdesk created an article,

    Accessing custom forms (internally)

    Availability Overview A custom form has two sides to it. One is the front-end, i.e. what an end user, regular Birdview user or guest, see when they click a button to add a record. The othe...

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    Helpdesk created an article,

    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...

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    Helpdesk created an article,

    Conditional questions in custom forms

    Availability Overview Conditional logic in Birdview's custom forms empowers users to create follow-up questions that are dynamically displayed based on specific responses from dropdown, si...

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    Helpdesk created an article,

    Company settings - Formula custom fields

    Availability Overview In Birdview, one of the commonly used custom field types is the Formula field. As the name implies, the value of a formula field is derived from a calculation involvin...

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    Helpdesk created an article,

    Birdview automation builder

    Overview The Birdview Automation Builder enables easy integrations of Birdview with essential apps to automate your unique business operations and optimize processes across your business ecosyst...

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    Helpdesk created an article,

    Spaces - I have added a custom field but cannot see it in my projects. Why?

    Q. Case in point: I have added a project custom field in Company settings > Custom fields. I expect it to be visible in the project details, but I can't find it there. What's going on?  A: With mul...