Contents
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Title
- Can I set the access to ZeyOS apps for all users?
- What are associations at ZeyOS?
- How does mindlog and records work?
- How can I change visibilities and ownerships of any object?
- Can I categorize my objects?
- How do I create new users and groups?
- How can I archive read messages?
- Where can I setup an auto-responder?
- How do I connect ZeyOS with my Gmail Account?
- Can I generate mailing lists?
- Where can I add my mail accounts to ZeyOS?
- How can I share e-mails with my co-workers?
- Can I add a signature to my mails?
- Can I associate a task with both a project and a ticket?
- Where can I book a new time entry for a customer or project?
- What is the purpose of action steps? How are they different than tasks or tickets?
- What are tickets and how can I use them?
- How do projects work?
- Do accounts need a correlated contact?
- How can contacts be connected to companies?
- What is the difference between contacts and accounts?
- Can I import my contacts to ZeyOS?
- How does the billing process work?
- What possibilities offers the collection app?
- Can I automatically retrieve values from previous transactions
- How can I create a dunning?
- Where can I register payments?
Can I associate a task with both a project and a ticket?
To avoid, that effort gets invoiced several times, you can only make one main association for a task either with a project or a ticket. If you want to associate other objects for quick reference, you can use the general association function.
First open the task. On the right side you can add associations by clicking on the + sign.
You can choose any type of object, not only projects and tickets.
All associated objects will be shown on the right side.
