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So far Nimbulis2018! has created 9 blog entries.

Time Approver: Editing a Time Entry*

2018-09-05T15:50:55+00:00

Editing a Time Entry as Time Approver Step 1: Select the Job that has the Time Entry error to be edited or use the Actions Menu and select the All Jobs to Approve. Step 2: Select the Person's Name associated with the Time Entry you would like to edit. Step [...]

Time Approver: Editing a Time Entry*2018-09-05T15:50:55+00:00

Time Approver: Approving a Time Entry*

2018-09-05T15:52:33+00:00

Approving a Time Entry Step 1: Select the Job you would like to approve time entries for by clicking on the Job Name or View icon. Step 2: Select the Person's Name associated with the Time Entry you would like to approve. Step 3: Select the Time Entries you would [...]

Time Approver: Approving a Time Entry*2018-09-05T15:52:33+00:00

Shift Schedule Admin: Assigning/Removing People*

2018-09-05T17:59:05+00:00

Assigning/Removing People on Shift Schedules Step 1: Click on the Schedules icon within the manage section on your dashboard or you can select Schedules from your Actions Menu. Step 2: Schedules will be displayed in card format. Select the Schedule you would like to Add or Remove a person to/from by clicking on it. You can also [...]

Shift Schedule Admin: Assigning/Removing People*2018-09-05T17:59:05+00:00

Time Entry: Review/Submit My Time –

2018-09-05T15:54:22+00:00

Review/Submit My Time Step 1: Click on the Review/Submit My Time option located on the Time Entry widget. Step 2: Select the Checkbox that Coincides with the Time Entry to be submitted for approval, click the Submit button, and Save.

Time Entry: Review/Submit My Time –2018-09-05T15:54:22+00:00

Time Entry: Edit and Resubmit a Rejected Time Entry*

2018-09-05T15:54:56+00:00

Edit and Resubmit a Rejected Time Entry Step 1: The Alert Box will appear Red in color with the following Rejected Time Cards to Review message: Selecting the View icon will bring you to the Time Entry that needs to be edited and then resubmitted for approval. You can also select the Review/Submit [...]

Time Entry: Edit and Resubmit a Rejected Time Entry*2018-09-05T15:54:56+00:00

Sales Rep: Viewing Leads and Customers*

2018-09-05T16:00:42+00:00

Viewing Leads and Customers (hint: Both are Companies) Click on the Companies icon in the manage section on your dashboard or select Companies from your Actions Menu. Leads (Companies you are trying to do business with) and Customers (Companies you're already doing business with) will be displayed in card format and you can Search for Leads or Customers by using the Search Field. [...]

Sales Rep: Viewing Leads and Customers*2018-09-05T16:00:42+00:00

Sales Rep: Viewing Sales Opportunities*

2018-09-05T16:01:02+00:00

Viewing Sales Opportunities Click on the Opportunities icon within the manage section on your dashboard or select Opportunities from your Actions Menu. Opportunities will be displayed in card format and you can Search for Opportunities by using the Search Field. Selecting the All filter button, you can specify your display preference. Selecting the Opportunities corresponding Edit icon will open the Opportunity. [...]

Sales Rep: Viewing Sales Opportunities*2018-09-05T16:01:02+00:00

Sales Rep: Viewing Referrers*

2018-09-05T16:01:40+00:00

Viewing Referrers Clicking the Referrers icon within the manage section on your dashboard or you can select Referrers from your Actions Menu. Referrers will be displayed in card format and you can Search for Referrers by using the Search Field. Selecting the Referrers corresponding Edit icon will open the Referrer card.

Sales Rep: Viewing Referrers*2018-09-05T16:01:40+00:00

Sales Rep: Viewing Sales Contacts*

2018-09-05T16:02:08+00:00

Viewing Sales Contacts Clicking on the Contacts icon within the manage section on your dashboard or select Contacts from your Actions Menu. Contacts will be displayed in card format and you can Search for Contacts by using the Search Field. Selecting the Contacts corresponding Edit icon will open the Contact.

Sales Rep: Viewing Sales Contacts*2018-09-05T16:02:08+00:00