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Seize a time with the timer
To record the time spent performing an activity: Click on thetime to beat the top right of your space Click onNew timeto launch it Click on the buttonPlayto start the time Find out morethe type of activity Click onthe disketteto registertime (or on ...
Rounding times
It is possible to round up your Time activities to 5, 10 or 15 minutes. Simple action On windows for adding or modifying Time activities, a check box allows you to round your times to 5 or 15 minutes above: Group action from your Folders and Contacts ...
Seize times, fees, discounts and benefits
You can create activities in several different ways. It is possible to create an activity: from a file from a customer record with the help of the time by converting an appointment into a billable activity by converting a task into billable activity ...
Create activities from the shortcut button (+) in the navigation bar
It is possible to create activities by clicking on the shortcut button (+) at the top right of your screen: Click on the type of activity. Information on the activity should then be provided:time, and thebenefit, and thecosts, and thedisbursements. ...
Convert an appointment to billable activity
Activities can be created from the calendar: From the calendar, right click on the appointment and click onConvert to billable activity. Choose the type of activity you want. Information on the activity should then be provided:time, and thebenefit, ...