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Time tracking

New Member
Posts: 15
Country: United States

Time tracking

We currently have 19 users using ACT! 10.0 and Outlook 2007. Over the years our company has grown a lot, and more task now have to be tracked. My question is this. Can ACT be used as a time tracking tool as well? Can all users input time on a particular client and some kind of report be generated so the manager can forward some kind of report to accounting? I have been playing around a bit and not sure if this can be done. If this can't be done, are there any recommendations on how to do this? Thanks a ton. Any comment swill be helpful.
Moderator
Posts: 4,395
Country: USA

Re: Time tracking

Try contacting an ACT! Certified Consultant.

 

ACT! Certified Consultants offer a wide variety of services. This exclusive group of trained entrepreneurs can provide guidance on everything from your initial setup through customizing ACT! to meet your specific needs.

Other services include:
- Software sales
- On-site installation and support services for software, hardware, and networks
- Product training by SBDCC certified instructors
- Industry expertise in sales and database processes
http://www.act.com/partners/acc/find/index.cfm

Copper Elite Contributor
Posts: 158
Country: Brazil

Re: Time tracking

Have you tried to create a lookup and run "Reports > History Time Spent" ?

Additionally you can customise that report or contact an Act consultant if you prefer.

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Time tracking

Be cautious about modifying the History Time Spent report. It uses extensive VB scripting and modifying the report could easily cause it to fail.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 15
Country: United States

Re: Time tracking

I'll keep that in mind...thanks for the warning.
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Time tracking

Wanted to make sure you are aware of ACT!s TIMER  ?  

  from the toolbar select; Tools / Timer

Use the Timer when you start working with a Contact record, then stop the Timer when complete.

Cheers - FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 1
Country: USA

Re: Time tracking

I have not used this feature yet because I'm new to Act, but this is the one feature that I used to love about a little program called TaskCoach.org ... it tracked "efforts" and then let you run a report of all the efforts for a specific client, category, dates, etcetera.

 

After following the tip for Tools > Timer, I was initially disappointed that it just popped up a little timer ... but extremely happy when I stopped the timer and an automatic new history note popped up for the contact record I was in. Excellent!!! It appears to be the same thing as recording "efforts" ... and the fields are editable within the note!

 

Now, if I'm able to create a report for my clients of "effort" versus actual billed time, then I'll be in heaven.

 

Thanks Sage and Act!

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Time tracking

[ Edited ]

Yes, for recording / tracking time & labor  on task, you can make new History entries from History Tab or ACT! Tool bar.

From the tool bar, You can perform Search Lookups in History area and then Report on those History items using ACT! History Reports. You can further customize a History report if needed. But rather than changing a Existing Report, do a File Save As, and create a copy of the existing  report and change the new report.

Cheers - FSB 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html