“Email Reader” Web Resource can be embedded in Form: Inline OR Form: Related Section Let’s go through the steps of embedding “Email Reader” inline in Form (Eg adding “Email Reader” web resource to Contact form): Pre-requisite Step: Note down the “Configuration ID” of “Zap ER Configure Data Source” record that you created earlier for entity: Contact. (For steps […]
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Protected: Setting up Company Holidays
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Protected: Time Off
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Protected: Timesheets FAQ
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Protected: Setting up Time-Entry / Timesheet Approval process
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Protected: How we calculate billability of project time-entries?
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Project Analytics & tracking progress using estimations
Project Analytics: When you and your team start tracking time for projects and jobs, you’ll be able to track progress on each project using project analytics. To view project analytics, open projects form and then open tab: “Project Analytics” Below are the parameters we track: Total Time: Total Time tracked on this project. This is […]
Copy Templates
You can quick create projects, jobs, contracts etc by cloning exiting records. This can be done by using Zap Copy Record App. Please note that Zap Copy Record is a separate application and not part of Zap PSA. Below are the steps to enable cloning for Zap PSA related entities: Step 1: Have Zap Copy […]
Timesheet Module: Points to Note
1) Time can be tracked against Cases as well as projects. 2) Business process flow for timesheet module: Basic process flow: – Admin/ Manager creates projects & jobs – Users can enter daily/weekly/monthly time-logs – Admin/Manager having “impersonation” permission can also add time-logs for other users – Admin/Manager can approve the time-entries (multiple approaches) – […]
Setting up “Charge Types” and “Charge Rates”
“Charge Types” is master data. To create “Charge Rates”, you will first need to create “Charge Types”. Please note that in present release only “Charge Type” is relevant. When we release labor calculation functionality in future…only then “Charge Rates” will be used. Below are few examples of “Charge Types”: Charge Types: Onsite Support Remote Support […]
