Tracking Time
The Track Time feature allows the user to keep a record of the time they spend on either an account or a contact.
To track the time for a contact/account, select detail icon to the left of the contact or account name on the list screen.
On the View Contact or View Accoutn screen select
Track Time
on the funcion menu to the right of the details.
A window will pop up, which will allow you to view any previously tracked time and also allow you to add a new item. Select
Add New Item
.
Enter the date, duration and any notes if neccessary.
Click
Save
to save your time. Your new item will show in the Track Time list.
To add a new field to the list click
Admin
. Enter the new field data and select
Save
to add the new field.
The new field will show in the Track Time list. Click
Edit
to modify the tracked data, or click
Delete
to delete the time tracked item.
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