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83 Articles

Aiunify CRM User Operations Manual

Centralizes contacts, customers, prospects, pipelines, activities, tasks, interactions, and relationship history in one system.

Created! Aug 24, 2026

Chapter 41 — Project Milestones, Kanban, and Gantt

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Created! Aug 24, 2026

Chapter 42 — Project Files, Discussions, Notes, and Shared Content

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Created! Aug 24, 2026

Chapter 43 — Project Timesheets, Timers, and Time Tracking

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Created! Aug 24, 2026

Chapter 44 — Project Expenses, Pre-Invoice Review, and Project Invoicing

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Created! Aug 24, 2026

Chapter 45 — Tasks Overview: List, Kanban, and Detailed Views

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Created! Aug 24, 2026

Chapter 46 — Creating and Editing Tasks, Relations, Assignees, Followers, and Priority

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Created! Aug 24, 2026

Chapter 47 — Task Checklists, Comments, Attachments, Reminders, and Tags

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Created! Aug 24, 2026

Chapter 48 — Task Timers, Timesheets, Billable Time, and Logging Time

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Created! Aug 24, 2026

Chapter 49 — Task Bulk Actions, Gantt, Status Changes, and Advanced Task Operations

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Created! Aug 24, 2026

Chapter 50 — Support Tickets Overview and Creating Tickets

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Created! Aug 24, 2026

Chapter 51 — Managing Ticket Replies, Status, Assignment, and Attachments

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Created! Aug 24, 2026

Chapter 52 — Managing Estimate Requests and Converting Requests to Estimates

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Created! Aug 24, 2026

Chapter 53 — Working with the CRM Knowledge Base

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Created! Aug 24, 2026

Chapter 54 — Managing the Media Library

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Created! Aug 24, 2026

Chapter 55 — Using the CRM Calendar and Events

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Created! Aug 24, 2026

Chapter 56 — Using the Bulk PDF Exporter

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Created! Aug 24, 2026

Chapter 57 — Creating and Tracking Goals

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Created! Aug 24, 2026

Chapter 58 — Creating Surveys, Questions, Recipient Lists, Sending Surveys, and Reviewing Results

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Created! Aug 24, 2026

Chapter 59 — Using eInvoice Bulk Export

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Created! Aug 24, 2026

Chapter 60 — Reports Overview: Sales, Payments, Expenses, Income, Leads, Timesheets, and Knowledge Base

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