CRM - Time Tracking
How do I get to the Time Tracking section?The Time Tracking section can be viewed both inside a constituent's record and on the main Time Tracking dashboard in the CRM module. Inside a constituent record, Time Tracking displays between Memberships and Engagement. The main dashboard can be found in the menu by mousing ov…1 min readTime Tracking OverviewTime tracking allows you to track services that your constituents have performed for your organization. In particular it can be used to track volunteer work, storing the date, time, location, service categories, and comments.1 min readHow do I enter a new Time Tracking Record?Either on the Time Tracking tab of a constituent's record or on the main Time Tracking dashboard you will find a green “Add Service” button. Clicking on this Button will open a dialog window to enter your Time Tracking record. If you are entering a new record from the Time Track…2 min readWhere are the Locations pulled from?The locations are pulled from Event Assignments. If you add a location to a Group in the Event Assignments it will be available for time tracking.1 min readCan a user track hours in the DonorView App?Yes, under Time Tracking on the DonorView app, a volunteer can enter their constituent ID and it will create a time tracking entry on their record. The first time creates check-in and the second time creates check out. Users should use all digits, not including the “CV-“. So for…1 min read