Avatar

Eugenia Mendez Zubieta

  • Total activity 229
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 190

Articles

Recent activity by Eugenia Mendez Zubieta Recent activity Votes
  • Fee Panel

    Within the Clients section, we have the possibility to create and manage all the fees (monthly income of our clients). When we already have our fees created in COR, we can visualize all the informa...

  • Search Tool

    From the general search tool, we can easily find tasks, projects, clients, users and contacts. To make a more specific search, we have the option to select the entity we are looking for.   Clickin...

  • Notification Center

    The function of COR's notification center is to inform the user, in real time, of the creation, modification, updates or messages in the tasks or projects in which they participate. With a single c...

  • User Password Validations

    For security reasons, when we create a new user or reset our COR password, it is necessary to accomplish certain requirements: At least 8 characters Be alphanumeric (i.e., at least one letter and ...

  • Reset COR password

    When we try to log in to our COR account and we get the error "Username and password do not match", or we do not remember our password, we can generate a new password. It is important to make sure ...

  • Make Google Chrome your default browser

    Google Chrome is compatible with all COR functionalities, so the recommendation is to always access from this browser. If we do not have Google Chrome on our device, the first thing to do is to ...

  • Projects & Tasks

    Click here to access the Projects module and here for the Tasks module. Projects are composed Tasks (Client>Project>Task). For example, if you wanted to “Design a Web Site” (Project) for a Company ...

  • How to clone a Project Template?

    When we have to generate a Project Template for a service similar to one that we already have created, we can simply clone it and edit the necessary tasks. For this, we have to identify our templat...

  • Calendar Integration

    To view our COR tasks in Calendar, we have the option to integrate it. For this, we must click on our photo in the upper right margin and then in the "Calendar" section.     Depending on the calen...

  • Outlook Calendar Integration

    To synchronize our Outlook Calendar with COR, we must start by clicking on our profile photo that is in the upper right margin. Here we can see that, among the different options, we find the "Calen...