Employee & Client Database
New available custom fields to manage and store all employee and clients data. This is the first step to improve HR and customer portfolio management.
What’s new in this release:
- Custom fields for users data: add birthday, contract type, bank account number and more.
- Exclusive section for clients in the Manage tab.
- Custom fields for clients data: add billing and fiscal details, email, date of acquisition and more.
- Fields selected as default will be visible as columns in the clients section.
- Removed project categories from the Manage tab.
- Services edition will be available when adding or removing projects only.