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Help Center

Settings

Settings

Settings

Project Settings

How to add, edit or delete Dates for Projects

How do I Manage General Project Settings?

How do I add, edit and disable different Project Types?

How to Add, Edit and Disable Project Sub-Types

How to add, edit or disable/enable the Status of a Project

How do I add, edit or disable/enable a Loss Cause for my Projects?

How to add, edit or disable/enable a Role for Projects?

How do I add, edit, disable/enable a file?

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Relationships

How to add, edit, disable or enable a Relationship Type

How to add, edit, enable or disable and activity type.

How to add, edit, enable or disable a referral source.

Communications

How do I add, edit or delete a phone number?

Company

How to Manage the Company Settings

How to create an Email Template?

Staff

How do I add, edit, enable/disable staff note types?

How do I add, edit, disable/enable different title types for staff members?

How do I add, edit, enable/disable different department types for staff members?

How do I add, edit, enable/disable different task actions for staff members?

How do I add, edit, enable/disable permission roles for staff members?

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Integrations

How to integrate Quickbooks Desktop and Albi

How do Kahi and Albiware integrate?

How do I integrate Albi with CompanyCam?

How does Albi & Encircle integrate?

How do Albi & Quickbooks integrate?

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