Tip: Add Standard Narration to Opportunity

July 30, 2019 General,Product Tips,

Standard Narration can be added to Appointment, Time Entry, Task, Quote Line, Disbursement and Purchase Orders. In TimeTrak Mobile version 19.1.13 onwards, you have an ability to add a standard narration to opportunities.

Add standArd a narration to TimeTrak via the TimeTrak Administartor console.

Standard text message and database fields can be inserted to Description of Standard Narration. This option will save time in entering details for the TimeTrak Mobile user.

You can either make this narration available to all users or restrict to a specific user group using Global Narration tick box.

Database fields are entered in below screen.

Standard Text Narration examples below.

When adding an opportunity in TimeTrak Mobile, Narration can be added to the notes section as per below. Select appropriate Narration from the dropdown list.

If you have any further questions, please contact the Exosoft team via email: support@timetrak.co.nz or phone NZ: 0800 12 00 99 AU: 1800 60 80 77