Clients

The Clients module stores all relevant client data, including linked projects, invoices, contracts, and documents. From here, you can also enable or disable time tracking for work related to clients by toggling the time tracking button.

You can activate or deactivate the module by toggling the switch in the top right corner of the screen. 

How to enable/disable time tracking for Clients

To turn time tracking for clients on or off, simply use the toggle in the Clients window.

How to manage time tracking settings in the Clients module

Click the gear icon to open the Time Tracking Settings window. Configure the following fields:

• Time Entries at Level (required) – Choose from Entity, Entity Type, Task List, or Task.
• Default Task List Type – Select an option from the dropdown list provided by your administrator (e.g., Archive, New, Release, Other).
• Activity Type – Select an activity category set by your administrator (e.g., Support, Sales, Administration).
• Maximum Time Entry Duration (in minutes) (required) – Define the longest allowable time entry. Entries exceeding this limit will not be saved.
• Maximum Deleting Time in the Past (in hours) (required) – Set the time frame for deleting past entries.
• Maximum Editing Time in the Past (in hours) (required) – Define how far back an entry can be edited.
• Maximum Editing Time in the Future (in minutes) (required) – Limit how far in advance an entry can be created or edited.
• Maximum Logging Time in the Past (in hours) (required) – Specify the time frame for logging past entries.

Once complete, click Save.