Release Notes

Zap Case Time Tracker (Free App) To request trial, please follow the below steps: Step 1: Install solution from Microsoft AppSource OR email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Requirements in brief: You can expect a response within 1 business day. Please use only official email address […]

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Getting Started – Security Roles

Below 2 Security roles are provided: Zap CT User – Can add,  edit and delete time-entry records (for all users). Zap CT Admin – Can access Zap Case Time Tracker App + all permissions given to Zap CT User Role.  

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How to add/edit Time Entry records?

To add new time entry record: Step 1: Browse to Case form, click on “+” button in “Time Tracker” Sub-Grid (as shown in below screenshot) Step 2: Fill-in the time-entry details Here below fields have been automatically populated: User (with logged-in User), On (with current Date and Time) Step 3: Close the Time-Entry form. Now […]

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Reporting

Why we need to track time for Cases? Below 2 views can be useful from Time-Tracking reporting point of view: View 1: Case View with Roll-up fields added View 2: Time Entry View with Case and Customer information

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How to add “Time Entry” Sub-grid & fields in Case form and view?

Adding “Time Entry” Sub-Grid and fields to Case Form: To help you get started quickly, we provide a “Case –  Time Tracker Demo” form in “Zap Case Time Tracking” Solution file. Below is the screenshot of Case form with Time Tracking section added: Steps for adding “Case Time-Tracker” fields and Sub-Grid to Case form: Step […]

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