Ability to filter by users and display inactive Opportunities within TimeTrak Mobile

November 1, 2023 Product Tips,

From version 22.2.6, the opportunity view in the Mobile has been updated to include a user drop down list and check box to include completed opportunities.

Opportunity is available only if you have CRM enabled in your ERP system.

In the previous version, the opportunity list only had “My Opportunities” as a filter as per below:

This has been enhanced with the user drop down list.

This is very useful if you want to manage opportunities per user rather than searching the opportunity one by one.

Additional to the setting, you can have an option to exclude completed opportunities as well.