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All posts by admin
Configuring App Sitemap and Quick Create
Configuring Projects & Jobs
Managing Projects: Projects are useful for grouping and categorizing time entries that belong to the same type of work. Projects make it easier to analyze data, generate more useful reports, and see where and how you spend time. Each project belongs to some Customer (Account/Contact). For tracking internal company projects, you could create a dummy […]
Timesheet Management – Business Process Flow
Below shows the business process flow diagram for timesheet management: Project Time-Entries 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) – Admin can then export all […]
Release Notes
Zap PSA (Professional Services Automation) App Zap PSA Suite consists of below modules: Case Time Tracking: Track time spent on Support Cases (log time manually or using Timer). This module is LIVE. Timesheet Management: Track time spent on Projects and Jobs. Not released yet. Contract Management: T&M, Block Hour, Prepaid, etc. Not released yet. To […]
Protected: Global Settings
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Protected: Security Roles
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FAQ
Q1. Logins for which all Users are tracked ? In Global Settings… When enabling the tracking of logins… You can specify a User View… Logins of only Users as per the User View are tracked! Q2. User-Actions for which all Users are tracked? User-Actions for all Users are tracked. However when viewing the User-actions in […]
Release Notes
A super major version of Helpdesk App was released in March 2022. There are some fundamental changes in how Helpdesk App functions and this requires some additional configuration steps. Since we still have many enterprise customers still using the older helpdesk version… we decided to create a separate section of KB articles for Helpdesk builds […]
New Features in Helpdesk
High Level Features in Helpdesk App (prior to 2022 build): Email to Case Fwd to New Case Spam Protection Re-Open Existing Case Email Parsing Quick Email Reply + Canned Responses Some of the new Features Added in 2022 build: Noise Free Email + Portal History Update Email (Ability to respond back to Requestor with full […]
