 Customer Registration
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- Customers can register, login, and create their own projects for approval
- Admin can turn off registration and/or creation of new projects by anyone else but the admin
- Captcha and Email verification
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Customer Interface
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- Time Zone differences are calculated for each user.
- Update their own profile and contact information
- Check project status
- Communicate with customers by posting messages
- Customers can upload files under the project file area
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Customer Accounting
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- Manual invoice creation or upload a file for the invoice (like a pdf or word file) by admin
- Can replace uploaded invoice with updated invoice on partial pays
- Customer can make payment utilizing paypal
- Automatic account update from paypal IPN
- Clients can view and print their invoice online
- Admins can "Request Payments" via email when payment is due
- Multiple payments allowed and tracked for each invoice
- Each invoice keeps running statement of payments and amount due
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Projects
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- Easily manage multiple projects with all the information right at your fingertips
- Color coded project list identify deadlines
- Quick view your top due projects in the side menu on every page (by deadline)
- Admin can easily approve projects and create invoice in one form
- Project Store: Sell common or ready made projects simply
- All project members are notified of project changes via email
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Project Tasks
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- Create and edit tasks for each project to easily break down larger projects
- Quick view your top 3 tasks in the side menu on every page (by priority) **optional change
- Admin or Leader can assign tasks to members so they are only viewable by that member
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Private Mailbox
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- WYSIWYG editor
- Allows sending of private mail (client to staff, staff to client, admin to anyone)
- Personal Email message notification of new message in mailbox
- Highlights new mail
- Email Notification of new messages
- 3 mailboxes (Inbox, Send, Save)
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Member (Programmer/Designer) authentication
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- Members can only access projects assigned to them or new unassigned projects
- Team Leaders can review projects assigned to them, and pending projects as well
- Admin can create "member only" message threads for communication between designers
- Admin can allow/disallow members to view customer email
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Efforts
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- Members can "Punch In" and "Punch Out" to keep time track of working time, and quickly create an effort post
- WYSIWYG editor
- Members can post efforts for each project with actual and/or billing hours used
- Members can change status and phase by posting effort
- Email notifications sent to project owners of status/phase changes
- Only visible to admins and members
- Keeps track of changes posted for each effort
- Report Total efforts by member for project at any time
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Project Messages
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- WYSIWYG editor
- Email notification on new posted message to everyone involved in the project
- Create Threads based on subject or topic
- Thread level security for "private" theads between admin and client(handy for quoting jobs), or for "member only" converstation for giving your designers instructions privately.
- Highlights new messages since last visit so you don't miss a thing
- Upload file attachements with each message
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Files Area
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- Upload multiple files attached to each project
- Admin can upload "private" files for clients eyes only (handy for upload quote files)
- Also manage all attached project and message files in one place
- File downloads are authenticated by user. (no leeching)
- All file types allowed
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Admin Configuration
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- Full admin configuration control for editing settings, categories, statuses and Phases
- Admin can manage all projects and appoint other admins
- Admin can ban users from their system account and IP based
- Admin can select who of their members can view contact details of customers
- Admin can manage all user accounts
- Modify all language that appears on the site, through the language interface
- Modify page security for each page and who can view them
- Edit the store and FAQ entries
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General Information
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- Can utilize Email verification for registration and captcha images
- Contact us form which emails the system administrator or lead project manager
- Localized user times
- Send emails by php mail, sendmail, or smtp options to better get through spam blockers
- Fully language interchangeable. All language can be edited in centralized locations
- Fully theme based via Savant template engine. Multiple themes allowed for development
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