Ability to see Custom Fields on History Note Grids
November 9, 2021 General,Product Tips,
For TimeTrak clients that have Custom Fields set up, from 20.1.9 they now have the option of viewing these against the History Note for Client, Contact, Job and Serviceable Units.
This example covers the process for setting this process up against a Client.
- From TimeTrak Admin Console select ‘Global System Setup’.
- Select ‘Customisation’ and then ‘Custom Fields’
- From ‘Table Name’ select ‘Client History Note’
If you require further help on setting up Custom Fields, refer to this reference.
Repeat the same process when completing set up against Contact, Job and Serviceable Unit, selecting the appropriate Table i.e.:
- Contact History Note
- Job History Note
- Serviceable Unit History Note
In this example, the Custom Field adds in the ‘Action Status’ to the History Note;
Search
Categories
Tags
Latest Entries
Job Quote Line Narrations Displayed in TimeTrak APP
June 22, 2023
TimeTrak – Jobs
June 13, 2023
TimeTrak – Tasks
May 23, 2023
Increase and Decrease TimeTrak licensing from TimeTrak Professional
March 28, 2024
TimeTrak Newsletter – October2023
February 13, 2024
Customisations of Tool Tips
February 7, 2024
Ability to Save a time entry and add a travel fee now available in the TimeTrak APP.
January 31, 2024
Apply Stat Holidays Automatically
January 24, 2024