Automated Time Capture Training Course

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