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Worklogs - Customers

Last post 10-17-2007, 9:12 AM by Dan Suceava. 1 replies.
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  •  10-17-2007, 4:42 AM 13431

    Worklogs - Customers

    I just downloaded and installed the OnTime 2008 Beta. There are a lot of great new features but the worklogs are just about the same as in OnTime 2007.

     I might have overlooked / misunderstood something, but is there a way to:

    • Bind a worklog item to a specific customer?
    • Print a list of billable worklog items, grouped by customers? (I know it's possible to filter the worklogs by the "Portal Customer" but that's not good enough)
    • Is there a way to export the worklog list to XML or some other format which could be used to import the worklog items into a billing system?

    My other concern is:

    • How will OnTime 2008 handle a LARGE number of customers, since the Customer pick list is just a regular ComboBox?
    • Does OnTime 2008 provide any way to import / synchronize customers from external sources such as financial applications?
  •  10-17-2007, 9:12 AM 13432 in reply to 13431

    Re: Worklogs - Customers

    Work log entries are tied to an item, they cannot be tied directly to a customer.  But the items can be tied to the customer.

    You can create work log reports, but if you need the work logs grouped by customer you will probably need to create a custom (Other) report and run a cusotm query (or stored procedure).

    You can export work log entries to CSV, there's an Export button on the toolbar.

    There is an option in Tools -> User Options to change the Customer Contact selection from a dropdown to a search control.

    In OnTime 2008 we've introduced the ability to import customers from a CSV file.


    Dan Suceava
    http://www.axosoft.com
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