CLASS 1
Automated Time Capture Overview
Customizing Mobile Options in the Admin Tool
- Item types
- List customization
- Form field options
Navigating the Centerbase Mobile App
- Dashboard
- Creating appointments
- Creating time entries
- Using the mobile app calendar
- Matters
- Related items
- Contacts
Automated Time Capture in the Web
- How to view chats & emails
- System settings
- How to delete and/or end a chat thread
Billable Events
- Permission settings
- How to turn a billable event into a billing entry
- How to use the billable events filters