Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project Manager.
Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.
Shopify Daily Sales Report via Email If you’re looking to view your daily sales in your Shopify store, visit your Analytics > Reports tab or you can visit your Orders > All Orders tab and filter by your date range. Shopify daily sales reports are available on the regular Shopify plan, Advanced Shopify plan and …
Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …
What is the best portal within project management software?
Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project Manager.
Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.
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I need a daily email report of my Shopify sales
Shopify Daily Sales Report via Email If you’re looking to view your daily sales in your Shopify store, visit your Analytics > Reports tab or you can visit your Orders > All Orders tab and filter by your date range. Shopify daily sales reports are available on the regular Shopify plan, Advanced Shopify plan and …
Building a real estate portal
Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …
Scheduling Appointments
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …