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Projects: |
 | Not everyone uses the term 'project' so we have added an alias into the system so that the admin can select the correct terminology for a 'project'. Once set this new alias is used throughout the entire system. Options include: job, activity, assignment, event, function, location, mission, site and many more options. Being able to change this terminology adds great value to the system |
| Using the project module allows for all parts of the system to be brought together into one. For example, you create a new project. You can link: |
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Tasks
Milestones
Budgets
Quotes
Cash receipts
Cash disbursements
Payables
Targets
Receivables
Employee time
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| All of this information is gathered and processed at the time of viewing or analyzing project |
| Add milestones with due dates, attach tasks to milestones. Notifications go out when: |
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Milestone gets assigned
Milestone is coming due
Milestone is past due
Milestone has been completed
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| Setup custom billable rates for employees and projects |
| Upload supporting documents |
| View the summary tab that displays current status of the project: |
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Milestones and milestone statuses
Detailed status of tasks
Accounts payables - cash and accrual
Accounts receivables - cash and accrual
Profits - cash and accrual
Employee time total, billed and not billed
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| Setup threshold alerts (at any frequency) to monitor all activity during the project term |
| Add as many threshold alerts as needed. Target any part of the project to monitor: payables entered, payments made, invoices created, payments received, net profit - cash and accrual, employee time - billed and not billed |
| Set alerts to only send when a specific threshold is met or send unconditionally. Ex: you want to monitor profitability or a specific project should yield x amount of dollars per week. You can setup a weekly threshold alert to send if payments received per week are less than $10,000. Attach PDF, excel or word details as well |
| Specify alerts to run at any time of the day. Alerts can also be sent as text messages |
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Email Marketing Campaigns & Ads: |
| Create marketing campaigns and add as many recurring or one time email ads as needed |
| Setup recurring email ads. Create misc email ads (ads not linked to a campaign) |
| Specify email ads to run at any time of the day |
| Attach files to ad, send to 5 or 5,000 recipients, import recipients from your customers database |
| Query customers based on order history. Ex: you want to send ad to all customers who have ordered a particular item, create HTML rich ads, save your ad for later completion |
| Duplicate campaigns and ads |
| Know exactly how many times your ad has been viewed along with: |
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City
State
Zip code
IP address
Date time of ad view
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| Setup email groups and import those groups into the your email ad |