How to Show Financial Totals on the Client Dashboard

Written by Eden Beinart
Updated over a week ago

Multiply your sourcing power!

Add multiple images to every product you upload

Written by Eden Beinart
Updated over a week ago

Sourcing Products on Ivy

Clip products from websites, upload manually, or source products on your mobile!

Written by Eden Beinart
Updated over a week ago

Update Line Items in the Project Tracker

Get all the product & service information regardless of where you are in the project.

Written by Sivan Salem
Updated over a week ago

Project Dashboard

Learn more about the project dashboard and the information it provides

Written by Helena Bachar Cohen
Updated over a week ago

Saving Multiple Addresses for a Project

Learn how to add an additional address to a project

Written by Sivan Salem
Updated over a week ago

How to Download the Project Tracker to Excel

Just in case you need to

Written by Sivan Salem
Updated over a week ago

Project Budgets

Understand how your project is progressing

Written by Helena Bachar Cohen
Updated over a week ago

To Do Items

How to manage your tasks in Ivy using To Do Items

Written by Helena Bachar Cohen
Updated over a week ago

How to Use the Stopwatch to Track Your Time

Time yourself and log in your hours

Written by Sivan Salem
Updated over a week ago

Adding an Event to the Calendar / Plan

Stay updated with all of your events

Written by Sivan Salem
Updated over a week ago

How to See Your Document's Timeline

See time stamps and dates for important actions taken on your documents

Written by Helena Bachar Cohen
Updated over a week ago

How to Publish / Un-publish Documents

Publish all of your proposals & invoices from the project dashboard

Written by Sivan Salem
Updated over a week ago

Marking a Document as "Closed"

When one document closes...another one opens

Written by Sivan Salem
Updated over a week ago

Organizing Different Projects for the Same Client

The best way to organize your Ivy projects

Written by Sivan Salem
Updated over a week ago

Sharing the Project Dashboard with Your Client

Sharing is caring! Give your clients access to proposals & invoices

Written by Sivan Salem
Updated over a week ago

Showing MSRP Discounts to Clients

Show your clients discounts off of MSRP directly in proposals and invoices

Written by Helena Bachar Cohen
Updated over a week ago

How to Make a Payment to a Vendor on a PO to Place an Order

Place orders directly from your Ivy account

Written by Sivan Salem
Updated over a week ago