Term – Explanation:
All posts by admin
Protected: Global Settings
There is no excerpt because this is a protected post.
Protected: Create Data-Source record
There is no excerpt because this is a protected post.
Protected: Getting Started – How to add Zap Attachment Viewer web resource to entity form?
There is no excerpt because this is a protected post.
Configuring App Sitemap and Quick Create
Protected: Uninstalling Attachment Viewer App
There is no excerpt because this is a protected post.
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: Timesheet 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 can then export all time-entries & send it over to their Billing/Invoicing system […]
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) Contract Management: T&M, Block Hour, Prepaid, etc. To be released in Jul 23. Timesheet Management: Track time spent on Projects and Jobs. To be released in Sep […]
Protected: High Level Steps
There is no excerpt because this is a protected post.
