• Add New Project Status

    2024-08-27 09:02:54
    NOTE: This feature is available starting from version 1.6.2. By default, Estate Mailer Pro ships with five predefined statuses: Not Started...
  • Pin Projects

    2024-08-27 09:10:39
    If you are working on specific projects every day and need to access them regularly, there is an option to pin the project. The pinned projects will be shown on the bottom left side of the admin main menu. To pin a project, navigate to&#160...
  • Project Discussions

    2024-08-27 09:39:07
    Projects Discussion is a feature in Estate Mailer Pro that allows you to start various discussions with your customer or project members for a specific project....
  • By default, all project-related tasks are visible to all project members. If you want to show only the tasks where a staff member is assigned or added as a follower, you need to turn off Allow all staff to see all tasks related to projects...
  • Project Activity

    2024-08-27 09:43:05
    Project Activity is a feature that allows you to track the activity of a project. There is a way to turn off project activity from being visible to the customer. You c...
  • Invoicing Project

    2024-08-27 09:50:59
    Invoicing a Project is recommended to be done only from the project area via the Invoice Project button on the top right side. This ensures that all invoices created for the project are...
  • Finance Overview

    2024-08-27 10:00:50
    Finance Overview is a showcase of all logged project timesheets, including project expenses....
  • New Project

    2024-08-27 10:08:03
    To create a new project, go to Projects from the side menu and click New Project on the top left button. Project Name – T...
  • Timesheets

    2024-08-27 10:18:18
    Project Timesheets are all the timers started for tasks related to a specific project. To view all project timesheets while viewing the project, click on the Timesheets tab....
  • Go to Menu -> Sales -> Invoices and click Create New Invoice. Select the customer. A dropdown with projects will be shown below the customer select fie...