The time effort object represents efforts done carried out for a specific customer. They can be booked on business partners, sales orders, sales quotations, opportunities, production orders, service calls and time projects.
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Learn more about time tasks: Time tasks |
FSM Cloud Connector only supports time efforts referring to service calls and activities of type 'assignment'.
Time effort submission overview
Efforts are created on the mobile app. In order to do this, navigate to the ‘Efforts’ tab or do it directly in an activity/service call (… or + -> ‘Create Effort’).
Creating an effort using the ‘Efforts’ tab
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Creating an effort within an activity
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Regardless of the way, the same data must be filled.
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Object | Usually an activity, service call or quotation related to the time effort |
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Task | What kind of task was done on customer side |
Internal remarks | Can be used for any string based content which contains important information related to the effort |
After filling all the obligatory data, save the effort and synchronize the mobile app.
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