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User Guide

Mobile Version of CRM

Using the Mobile Version of CRM Introduction The mobile version of the CRM system is only available if it is activated for the company. You can access the mobile version from the browser of of your mobile device, using your company’s CRM internet address and replacing the .com or .fi extension with .mobi (for example XXX.cloudservices.mobi or […]

Admin Guide

Project Settings

Project Settings It is possible to determine versatile permissions and restrictions to project functions in Profiles’ settings and Additional settings. With these settings, it is easy to either grant access or hide some functions from certain basic users, e.g. based on their job description on the project. An admin has always access to all project […]

Admin Guide

Travelling Expense Approval

Travelling Expense Approval An employee can inform their commuting expenses by project in the Time tracking home page widget. The products linked to commuting expenses are determined in the system settings. When an employee has made a travelling expense entry, the manager of the employee will receive a notification on their home page. If the travelling expense is […]

Admin Guide

Work Hour Reporting

Reporting the Working Hours in the CRM The work hour reporting is done for the projects that the user is linked to. Because of this, there needs to be a project to which the hours are reported to. This guide will first go through how to create a project and link users to it and […]

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