Did you know from TimeTrak 4.0, against a user’s profile there is the ability to customize data that displays in tool tips, queue’s and maps?
Having this feature at a profile level allows you to customize the data that appears to be relevant to the users assigned to the profile.
In the TimeTrak Administrator Console, against profiles there is a Customisations tab as per below:
Down the left hand side you will see all the different options that can be customized against Appointments, Clients, Jobs, Serviceable Units, Tasks and Time Entries.
Select the item you would like to customise and tick “Use Layout Customisation”.
These customisation’s can be put back to the TimeTrak defaults by unticking it.
DEFAULT FIELDS
To set the default field, select the ‘Defaults’ button;
CUSTOMISED FIELDS
The following example displays how to set up fields for an Appointment Calendar Item;
- Select Calendar Item from Appointment
- Enable the ‘Use Layout Customisation’
- From Row 1, select the ellipses
- Select an item, in this example Client
- Select from the field options available. In this example, ClientAccNo and Client Name have been selected to display with a dash in-between
Repeat for the other rows required
You can preview what will display by;
- Entering the ID (of an Appointment)
- Select Preview
This will match with what will display in TimeTrak following a calendar refresh;