Daniel Halan

  • Total activity 137
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Activity overview

Latest activity by Daniel Halan
  • Daniel Halan created an article,

    How can I see all activities of all my cases

        All case activities can be found on Main and User card. In activities view allows the user to manage tasks within the application.     The activity view will filter based on what card you are a...

  • Daniel Halan created an article,

    Where can I see Completed Activities

       Activities view can be found on Main, Case, Client or Payer and User card.in activities view allows the user to manage tasks within the application, Users can create a task or appointment and vi...

  • Daniel Halan created an article,

    How can I see all activities for all cases

      To see all of my Client cases activities can be found only on Client card in activities view allows the user to manage tasks within the application.   The activity view Client card you will see a...

  • Daniel Halan created an article,

    How Can I Start a Timer for Task Activities

    In the activities view, you can create and view tasks, which is things that should be done within a Case. These Tasks can be used as a starting point for new timers when you start working on that a...

  • Daniel Halan created an article,

    How can I Register Time Asset from Task Activities.docx

      Tasks activity can be billed as time asset, a picture is show filter to only see Tasks by select “Tasks” tab you can see list of task and these complete list will appear in Report time asset acti...

  • Daniel Halan created an article,

    How can I view Activities in Calendar view

        Calendar can be found in activities view on Main, Case, Client, Payer and User card   Calendar-view allows the user to manage appointments and Task within application   Open Case-card and then...

  • Daniel Halan created an article,

    How can I edit Task Detail

        Activities can be found on Main, Case, Client or Payer and User card.in activities view allows the user to manage tasks with in the application.     The activity view will filter based on what ...

  • Daniel Halan created an article,

    How can I Register Time Asset from Appointments activities

      Tasks Appointments can be billed as time asset, a picture is show filter to only see Appointments by select “Appointments” tab you can see list of Appointments and these complete list will appear...

  • Daniel Halan created an article,

    How can I edit Appointments

    Activities can be found on Main, Case, Client or Payer and User card. The activities view allows the user to manage tasks within the application.     The activity view will filter based on what car...

  • Daniel Halan created an article,

    Appointments will be captured after completion

      Tasks Appointments can be billed as time asset, a picture is show filter to only see Appointments by select “Appointments” tab you can see list of Appointments and these complete list will appear...