PK4 Tech

Steps to Assign the Admin License to a New User Verify Salesforce Profile Ensure that the new user has the same Salesforce profile as the existing Salesf...

The Time Worked field currently uses 5 decimal points to accommodate customers tracking seconds. However, you can create a new custom formula field that cal...

When refreshing a new sandbox, the licenses and configurations are not automatically copied, and you see an error message when you try to access the app. ...

We have two license types for users within Salesforce:     A. Time Tracker Users: They can track time for themselves and see their data     B. Admin/M...

This flag is used to set the invoice numbers in your org. Follow the steps below to configure the invoice number in Salesforce, Go to TimeTracker Flags w...

This flag allows you to set the invoice numbers in your org. There are 4 types of number formats that can be set in your org Go to the "invoice-numb...

To edit the welcome email on TT user creation Click on Setup, Search for "Classic Email Templates" You see a list of templates in the list,...

The invoices get generated according to the time set up in the scheduler. You can then check the invoices and email them to the customers. To enable the...

When generating the invoice, rates are considered in the following hierarchy: Task Assignments, Tasks, Projects, and User. During invoice generation, the ...

List of items for installing the TimeTracker app and the next steps Click here to learn more about Installing the PK4 TimeTracker application in your S...