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Lizajacobs

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Posts: 1
Reply with quote  #1 
Do you provide

• Adding clients without sending them direct emails through Talygen
• Approving Time and preparing invoices (possibility of adding expenses)
• Project integration with (Gantter, Microsoft Project)
Ted

Senior Service Support
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Posts: 103
Reply with quote  #2 
With regards to your queries, please find our answers below:
 
• Adding clients without sending them direct emails through Talygen
o You can add new clients in Talygen by clicking on the Client button from the dashboard menu. You will be redirected to the Client listing screen. You can add clients from this listing. No email will be sent when you add a client from there. Email will be sent to client if we create a client from CRM.
 
• Approving Time and preparing invoices (possibility of adding expenses)
o For approving time, first you will need to create approval rules. The approvals can be setup by clicking on the Approval button from the dashboard menu. The approvals for the time entries will be shown as per the rules setup. 
o You can import expenses while creating any new invoice. 
 
• Project integration with (Gantter, Microsoft Project)
o Right now we don’t have the integration with mentioned tools.
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