Client “Pop Up Alerts” display on Client, Job and Task within TimeTrak Professional
October 12, 2022 General,Product Tips,
In MYOB Exo against a Client, a “Pop Up Alert” text field allowing 60 characters is available as per below:
When populated, on opening a Job for the Client, this message will be displayed in an account alert as per below:
This field can be added to TimeTrak Professional Custom Fields in order to view and manage client pop-up alerts as per below:
In TimeTrak Professional from version 21.3, the Client pop-up alert is displayed in the Job footer by default with the ability to customize this to show other fields if required as per below:
https://timetrak.co.nz/blog/category/timetrak-21-3-release-notes-whats-new/#Add-the-ability-to-have-a-customisation-row-for-the-job-footer
This functionality has been extended in TimeTrak Professional from 21.3.13, with the client pop-up alert being displayed by default in the footer of Clients and Tasks.
Similar to the Job Footer, these can also be customized to display other fields against a users profile as per below:
Continuing with this functionality against a user’s profile, there is also the ability to customize Appointment, Time Entry and Serviceable Unit Footers within TimeTrak Professional as per below; however, these do not have any “default” values like Client, Job and Task do.
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
Access TimeTrak data for reporting
April 24, 2024
CC and BCC in Scheduled Events
April 23, 2024
Increase and Decrease TimeTrak licensing from TimeTrak Professional
March 28, 2024
TimeTrak Newsletter – October2023
February 13, 2024
Customisations of Tool Tips
February 7, 2024