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2.6: Profile Icon
Explore your profile on BIMeta with this simple guide: Profile Icon: Find your profile icon on the top right corner of the main header, displaying your logged-in name. 2. Click to Access: Click on the profile icon to open up a world of options just ...
Email Piping / Auto Importing Tickets
Email Piping is a feature in our CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You need to configure only 1 method (cPanel Forwarders or IMAP) depends on your requirements. On your mail server ...
New Project
To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Visible to customer Select customer Billing Type – there are 3 billing types for the projects. ...
Email/SMTP Configuration
You will need to configure SMTP settings for Our CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from Our CRM for all emails that will be sent. In order to configure the send email ...
Company Colors & Text
Company Graphics: Our colors unite and enrich the BIMeta experience and solidify our brand. And we believe less is more. We intentionally make minimal use of color at the parent brand level. This doesn’t mean we aren’t a colorful brand. Rather, we ...