Capture Time from Case – Demo

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Capture time from case

In addition to entering the time in the timesheet, you can capture time directly from any Salesforce object you spend time in. Let’s use cases as an example:

  • go to the Salesforce Cases tab
  • pick a case
  • click Capture Time button
  • enter time spent
  • you will see only the projects for the account, you can customize Cases also that the project is automatically selected
  • enter description, optionally publish it in the case
  • in the history check how much time you or someone else spent time earlier

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