Download END-USER LICENSE AGREEMENT (continued)

Adding
The option to add entries is sensitive to your security level. If you
see the “New” button in either Time & Billing mode, you have the
ability to enter new items.
Click the New button to begin adding a new entry.
What’s New?
We’ve incorporated CRM Workflow into Time & Billing. Now consultants’
Time Entries can be channeled to managers for approval depending on the
user’s administration level and configuration setup.
Company Mode
In Company Mode, all of the dropdown lists are pre-populated for you, so all you
need to do is enter/select the appropriate information for each field.
Global Mode
Entry of time records is identical in Global Mode and Company Mode, with one
exception. In Global Mode you must select the Customer that you want to enter
time for FIRST. The page will then reload with the appropriate values in the other
drop downs.
Ensure you select the company first. Otherwise, your entries in other fields will be
lost and you will need to re-enter them.
© 2007 21CRM SystemsCRM Time & Billing v3.0
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