Santina Valverdi
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Articles
Recent activity by Santina Valverdi-
Assignment of user positions
In COR we have the possibility of assigning to each of our users the position they have within our agency. This way, when users track their hours, we can have more detail and better control of the ...
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Restoring projects in COR
Within COR we have the possibility to restore projects deleted by mistake. The restoration of our projects also includes all their tasks, costs, hours tracked, profitability, etc. It is important t...
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Task Statuses
Within COR we have six task statuses to be able to recognize at a glance the progress of the tasks from the "Task Panel". Four of them are the COR defaults and the rest can be activated from the ge...
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Zapier Integration
At COR we have the possibility of integrating multiple applications through Zapier to automate and streamline our daily work processes. Zapier Access Integration with COR COR Triggers COR A...
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Bulk Import of Tasks and Subtasks
To massively upload Tasks and Subtasks to COR, we must go to the Projects section, click on the file upload icon and then click on "Import Tasks into Existing Projects": We will access the bulk...
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Estimates Module
Within COR, we have the estimates section, which allows us to have in one place all the quotes of the products and services we offer to our customers and also to associate them to the projects and ...
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Quickbooks Integration
Within COR we have the possibility to integrate our Quickbooks account and automate the creation of Clients, invoices and expenses. Below we indicate the scope of each of the points we mentioned: ...
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Use of Filters in COR
Within the different sections of COR we have the possibility of applying multiple filters according to the type of information we want to visualize. This allows us to find and have the information ...