User Time Entries

You can add Time Entries in several different ways.

  1. From the Time Sheet
  2. From a Record
  3. From the Mobile App

1) Adding time from the Time Sheet

On the Time Sheet form you can see the Quick Steps Button to Add Time Entry.

Clicking on the Quick Steps button will bring in the entry create form

You can put in the start and end dates/times, and also indicate whether this Time was related to a record, and Billable.

2) Adding Time from a Record

The Account, Contact, Case and Opportunity records have a new Quick Steps button to add time directly to a record you may be working on. (Case shown as example)

Clicking on the Quick Steps button will bring in the entry create form

You will notice that this has already input the record you are working. Also, on the forms you will see a tab showing all Time Entries made against this record.

3) Adding Time from Mobile App

If your organization has “Shared” the Time Sheets Mobile app with you, you can enter time on-the-go.

First you will need to go to either the iPhone App Store or Google Play store and install Microsoft’s Power Apps app. After logging into the app, you should see the RapidStartCRM Time Sheets app.

The home page shows your current Time Sheet, click to open.

This displays your Time Entries. You can Edit an existing one or create a new one.

Edit Entry Screen

Enter New Time Screen