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CM - Time and material capture - Knowledgebase / Campaign Managment (CM) - Wellcom Worldwide Support

CM - Time and material capture

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AT A GLANCE:

01.Select tools

 

02.Select popup app

 

03.Enter job number

 

04.Enter time entry details

 

05.Select save


 

 

01.SELECT TOOLS

 

From within Axiom, select the tools cog from the top right of the screen.

 

02.SELECT POPUP APP

 

From the drop down list select popup app.

 

03.ENTER JOB NUMBER

 

Enter the job number required.

 

The client, title and status will automatically populate. Check this is the required job.

 

04.ENTER TIME ENTRY DETAILS

 

The date will automatically populate, select the activity from the drop down list.

 

Select the required time and materials to be added to the job.

 

Add any required notes.

 

05.SELECT SAVE

 

Select save from the base of the window.

 

 

Note: The pop up app can be left open throughout the day when working across multiple jobs.

 

SEE ATTACHMENT BELOW:

 

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