CRM - Time Tracking
Time Tracking OverviewTime tracking is a tool which allows you to track services provided to your organization as well as services you provide to constituents, like mentoring or education programs. Time tracking can be added manually in each constituent's record, via batch updates from the Actions me…2 min readHow do I see time tracking information?Time tracking can be seen in an individual constituent's Time Tracking tab. This will show all time tracking records for the specific constituent. You can also see all time tracking records for all constituents on the CRM Module's Time Tracking grid. This grid has two options to…2 min readHow do I enter a new Time Tracking Record?On the Time Tracking grid, click +New and then Service to add a new record. On a constituent's Time Tracking tab, click on the Add Service button. In the new window, you can enter the information about the service provided. For the entry of Date and Time you have two options Cal…2 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