9. Link an issue to a document
The UniPhi Documents module can create a document that is linked to an issue so that all communications can be seen in the one screen....
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Sep 17, 20231 min read
5. Reports
Timesheet Data entered into UniPhi can be viewed and extracted to an MS Excel file via UniPhi’s Reports module. The Reports module is...
Sep 16, 20231 min read
13. Adding and Deleting Roles to existing Resources (Video)
Adding Roles: You can assign additional roles to a resource at any time. Select the dropdown icon next to the role you wish to add and...
Sep 16, 20232 min read
10. Save an email into UniPhi Documents
1. An email can also be saved into a document using the UniPhi for Outlook Add-in. Select the email and click on the “Save to...
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