Search, Browse and Find Contacts

In the desktop version of Abtrac, Abtrac 5 there are three options for finding Client and Project details.

Find Contact is a quick and simple pop-up, useful when you know what you are looking for.

The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data. It also links to the Projects Snapshot Summary which is a handy quick view of the latest timesheets, invoices, notes and work planning for a project.

Browse Projects is focused more at the project than the client level and includes current WIP details and Project Listing reports.

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Search Clients, Contacts & Projects

In AbtracOnLine you can search and quickly access a range of project related data from Clients, Contacts & Projects > Search.

The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data.

It’s also a handy place to browse information before drilling down to specific client details.

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Flexible Timesheet Layouts with User Control Settings

We talk timesheets every day with our clients and we understand there’s often a bit of resistance to that dreaded daily data entry.

Some companies use incentives, and some use penalties to ensure that accurate timesheets are entered. But another technique for getting comprehensive timesheets – is just to make it really easy to enter the data.

We’re preaching to the converted a little bit here – if you’re reading this email then you’re already using a pretty flexible and simple timesheet entry system 🙂 But have you tailored your timesheet layout specifically for your staff and jobs? Or are you still using the ‘off-the-shelf’ layout?

Take time to adjust your Timesheet Control Settings in Abtrac and make your daily data entry just that little bit simpler. Continue reading