Advanced Task Timesheet Manager Module for Perfex CRM v1.1.3 – Addon
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Setup Guide
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Note:This Module is for Perfex CRM
Latest Version : 1.1.7
Brief Description
“Advanced Task Timesheet Manager”, module can be use in Perfex CRM to Extends its task timesheet or Log time filter functionality and generate Staff Log time Report.
- “Timesheet Manager” allows you to manage Log time for all your Tasks from one location in Perfex CRM. It also creates dynamic filters for Tasks Timesheet.
- Manage Log time for all your Tasks from Dashboard Widget of Timesheet Manager.
- You can Manage your Task Log Time (Timesheet) from calendar drag and drop to change Log time Date and Time.
- “Timesheet Manager” provides Log Time(Timesheet) summary for that Task of selected Months for any user. This can be used to generate different kind of reporting for your use.
- You can export Report of log time of staff for any month and how much “payable” to staff on basis of staff’s Hourly Rates.
- You can export Report of log time of staff for any month on basis of task’s Hourly Rates.
- You can create dynamic filter of your choice & save it for future use.
(Usage : Mainly use for different kind of report need & at time access inbuilt functionally of Perfex CRM) - It save time of user in generating similar kind of report as once template is save can be used anytime.
Added advantage:
- Can be used to see Log time by filter task related to Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead & Proposal.
- Quickly download monthly total payable to staff by saving Summary Filters as Templates.
- Can be select custom period for between start date & end date to see log time between that dates only in Log time summary.
- Log Time Summary Report can Expert with required Column (i.e. can hide non required Column)
- Staff can set Default Template to load when the timesheet Summary/Calendar filter is loading. Each staff can set his own Default Template from his available Templates.
Documentation
It takes only a few seconds to be installed and activated. Documentation is included.
If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.
Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Advanced Task Timesheet Manager” module in minutes.
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