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Rémi SIOZAC

  • Total activity 8
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Latest activity by Rémi SIOZAC
  • Rémi SIOZAC created an article,

    Configuring your module's columns

    1. Tutorials
    2. Candidates

    You have the possibility to customize the columns display in different modules in order to have a quick glance on your cards and searched information.  Good to know At the moment, only Actions, C...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Rémi SIOZAC created an article,

    Merging CRM companies

    1. Tutorials
    2. CRM

    If you created a duplicate of a company by accident in your CRM, this feature was made for you!  This feature allows you to regroup data from a company card to another in just one click.  Contents ...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Rémi SIOZAC created an article,

    Managing billing intermediary

    1. Tutorials
    2. Billing

    This feature allows you to gain visibility on your billing intermediary by mentioning them on your projects. Contents Creating an intermediary You should create a billing intermediary in your CR...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes