If your organization will be tracking Time and Expense by Timekeeper, you will need to setup the appropriate Timekeepers. Timekeepers may be associated with either an Advologix User, Customer Portal User, or a Contact (external resource).
Fill-in or modify information and SAVE
Timekeeper Name and Initials
Will identify the underlying person responsible for keeping time under this identity.
Staff or External Resource
These entries are mutually exclusive of one another. The Timekeeper is either a member of the Staff or an External Resource/Contractor.
Short name to identify user on list pages, reports, and other pages where the entire name does not fit.
Signifies the role occupied by Timekeeper. For Ex:
- AS - Associate
- LA - Legal Assistant
- OC - Of Counsel
- OT - Other Timekeeper
- PT - Partner