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Core Community-Admin

  • Total activity 4235
  • Last activity
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  • Followed by 3 users
  • Votes 295
  • Subscriptions 1950

Activity overview

Latest activity by Core Community-Admin
  • Core Community-Admin created an article,

    Rates outside standard fee schedule

    User has a project set up and needs to assign different rates to it than the standard fee schedule. How to handle this? The best solution is to set up a new fee schedule with the new rates for that...

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    • 1 follower
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    • 0 votes
  • Core Community-Admin created an article,

    Do users with Time & Expense subscription get access to reports?

    Yes. The Core users with Time & Expense subscription get access to a limited set of reports. Check out the list of reports that they get access to in this article: Core reports by subscription pack...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created an article,

    Employees have more access than they should

    If your employees seem to have access to more Core screens than their subscription package includes, it could be because they are assigned a security profile that is not compatible with their subsc...

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    • 0 followers
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  • Core Community-Admin created an article,

    How do I make activity items inactive in bulk?

    You can do that by using the Batch Update feature in the Activity Items screen. Just select the activity items that you want to make inactive and click Actions > Batch Update. In the Batch Update d...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created a post,

    Enhancements made to 2FA

    As you know, Core has an extra layer of security that goes beyond a username and password in the form of an option to turn on Two-Factor Authentication (2FA). However, now admin users can now apply...

    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin commented,

    bstevens Do you think adding a Memo field to the Client > Contacts screen can resolve the issue for you? Or would you still prefer the ongoing Notes feature for it?

  • Core Community-Admin created an article,

    Entering and paying credit card bills

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    • 1 follower
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  • Core Community-Admin created a post,

    Core Touch 2 Talk call options!

    BQE Customer Support team can now be contacted directly from within the app. Core hadintroduced a new Touch 2 Talk feature wherein you can call Support over a direct connection. This makes it easie...

    • 1 follower
    • 0 comments
    • 1 vote
  • Core Community-Admin commented,

    You can assign a budget to each phase separately and then see the actual vs. budget comparison on them. You can also apply the project rules on the phases wherein you restrict the employees, expens...

  • Core Community-Admin commented,

    Have you memorized the report or scheduled it? Where are you sharing the report from? Typically, you have to enter the email address of the person and that's how they receive the report or know abo...