Webinars » Best Practices » GSuite & Office 365
GSuite & Office 365
Client Portal | Customize & Configure | Intermediate
• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level…
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Best Practices for Better Invoicing
• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…
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Survival to Recovery: Taking Control Again
This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…
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Best Practices for Scheduling & Resourcing
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
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Best Practices for Email Capture & Requests
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…
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