With EBSuite Project module the Project Manger can estimate the Commitment Hours for each step in the Project, then track the time actually spent on each Project Step.
Its a great tool for tight project management where labor hours are estimated and you need a tight accounting of the actual hours spent.
Hours… Continue reading...
The Processing Log is part of the Case Detail page. You can view the log along with the add comments window or choose the Traditional view.
See this short screen capture to see the choices for the process log display
Paper documents aren’t going away anytime soon, so lets get smart about storing your documents with your records in EBSuite.
Documents can be saved ad-hoc within any entity in EBSuite e.g. save a document in a note, save a document with a Task, etc. But you may want to organize those documents in a… Continue reading...
- What is a Marketing Campaign?
You use a Campaign to send out emails to your clients. A Campaign always consists of
- an audience list: whom to send
- a email template: what to send
- a campaign schedule: when to send
We have just added our first collection of pre-built HTML email templates, that you can use as a starting point in your email campaigns.
( Marketing Module ) Templates -> Summary, Import From Collections
There are 9 templates without images ( pure table + css ), 3 templates with images… Continue reading...