https://documentation.evxsoftware.com/ 2026-04-22T08:43:18+00:00 https://documentation.evxsoftware.com/ https://documentation.evxsoftware.com/lib/exe/fetch.php/wiki:logo.png text/html 2026-01-22T12:19:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://documentation.evxsoftware.com/doku.php/clientsandprojects:automated_status_formulas?rev=1769084371&do=diff Automated Status Formulas There are many factors that can alter what we call a Client Status or a Project Status, and it is very important for every organization to find out which ones are those. First and foremost, being polite and respectful with your clients is very important, but in case there are projects involved, their status is greatly related to the client's status, such as whether it is on track or it is delayed, if things are being done right or not, etc. text/html 2026-01-22T12:19:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://documentation.evxsoftware.com/doku.php/clientsandprojects:clientsandprojects?rev=1769084371&do=diff Working with Clients & Projects The Clients and Projects dimension lets all Business Organizations whose activities revolve around Client Services or Projects manage their information centered on their most important entities. In this sense, Clients and Projects text/html 2025-06-26T13:55:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://documentation.evxsoftware.com/doku.php/clientsandprojects:clients_dashboard?rev=1750946108&do=diff Clients Dashboard The Dashboard (located under the Overview tab) is the very first screen you see when you access a Client, a Project, a Folder, or a Workspace. It provides you with the most recent and most urgent information from all modules. For example, you can see at a glance what tasks and milestones are due, what messages and comments have been posted recently, or what documents have been uploaded. text/html 2025-06-26T13:54:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://documentation.evxsoftware.com/doku.php/clientsandprojects:crpm_basics?rev=1750946042&do=diff Clients & Projects Basics Selecting a client, a project, or a folder The most obvious way for selecting a Client or a Project is to have the left sidebar open and to click on the Client or Project. As long as you don't hide your sidebar, this is the preferred method. text/html 2026-01-22T12:19:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://documentation.evxsoftware.com/doku.php/clientsandprojects:crpm_intro?rev=1769084371&do=diff Introduction to Clients and Projects Most Professional Services and Project-centered Firms will find Clients and Projects to be the best structure to organize their Client information. Most information in EVX Software will be classified as a Client or a Project. text/html 2025-06-26T13:46:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://documentation.evxsoftware.com/doku.php/clientsandprojects:project_dashboard?rev=1750945570&do=diff Projects Dashboard The Dashboard (located under the Overview tab) is the very first screen you see when you access a Client, a Project, a Folder, or a Workspace. It provides you with the most recent and most urgent information from all modules. For example, you can see at a glance what tasks and milestones are due, what messages and comments have been posted recently, or what documents have been uploaded. text/html 2025-06-19T13:08:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://documentation.evxsoftware.com/doku.php/clientsandprojects:resource_management?rev=1750338528&do=diff Resource Management There are three ways in which a manager can see the allocation of time and tasks for each of their team workers. These are: * In the tasks module, use the “view as list” option. * In the tasks module, use the “view as Gantt