Communication
Manually Send Notification to Client (SMS, WhatsApp, and Email)
Open the Send Notification menu. Task Notification Enable the toggle if you want to show clients with created tasks only; otherwise, disable it. Select the service, period, and status as per your needs. Click on the 'Load Client' button. Select the ...
User Notification
Push Notification For User: • Log into app.practive.in on the user’s computer or laptop using a web browser (Google Chrome recommended). • Go to Profile (Located in the Top Right corner, click on it and Open Profile). • Click the 'Allow' button next ...
Email SMTP Settings (Sending Email from Your Email Account)
Go to Settings and open Communication Settings. Select Custom SMTP under Email Settings. For Gmail: SMTP Host: smtp.gmail.com Encryption: TLS SMTP Port: 587 SMTP Username: Enter your Gmail ID SMTP Password (App Password): To create an app password: ...
WhatsApp Business API Setup
To integrate the WhatsApp Business API, please watch the video carefully and follow the instructions provided. Please ensure that the WhatsApp API number is not already registered on WhatsApp. Without entering payment details, the WhatsApp API will ...
General Notifications Setting (SMS, WhatsApp and Email)
Go to Settings and open 'General Notifications'. Click on the notification name. Set the frequency, time, and day (if available). Click 'Enable' and choose your template for each SMS and WhatsApp message. Compose the Email as needed, using variables ...
Task Notifications Setting
Go to Settings, and open “Task Notifications”. Click on “+New” button, and Select the Condition (Task, Status, Time and Days). Enable Notification types (SMS, WhatsApp, Email) and choose Template. Click on the Save button. Notification will be sent ...
Notification Configuration
Go to Settings, and Open “Communication Settings”. For Email Configuration (Send Email From) choose your preferences (Practive Server or Custom SMTP) For SMS Configuration choose your SMS Header (Practive Header or Your Own Header)
Buy SMS
Go to Settings, and Open “Communication Settings”. Click the ‘Buy SMS’ button. Choose your SMS plan, and click the Buy button. Enter Company Name, GSTIN and Make Payment.
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Subtask
What is a Subtask? A subtask is a smaller, manageable task that is part of a larger primary task. Subtasks help break down complex tasks into actionable steps, making it easier to track progress, assign responsibility, and meet deadlines. Each ...
Create New Client
Log in to the Dashboard Open the client panel, click on (+ New) button or just click (+) marker next to the clients menu. Enter all basic details of the client (Name, Type, Mobile number, Email, Address, PAN, GSTIN, etc). Select a Group (if any ...
Add Expenses to Invoice
Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...
Clients Recurring Service
After adding clients to the dashboard you can add recurring services for clients like GST Returns, ITR, Accounting, Audit, etc. Also, you can set the price of tasks as per clients. Open the Client dashboard. Search and click on the client’s name. ...
Add or Edit Client Custom Fields
Add New Client Custom Filed Go to Settings and open “Client Custom Fields.” Click on the “+New” button and enter the Field Name. (Eg. DIN, CIN, TAN, Father Name, etc.) Select the Field Type (input for a text field or select for a dropdown). If you ...