Overview
You can easily configure your automated time suggestion settings for all users in your firm to enable or disable a type of suggestion, as well as, configure how you would like automated time suggestions to be tracked by either a pop up time entry form panel or in the background, behind the scenes, automatically after each action is performed.
Each member of the firm also has the option to override the firm level options and configure their own personal settings for the automated time suggestion feature.
There are many types of automated suggestion actions that are tracked:
Emails Sent
Calendar Events Completed
Tasks Marked Completed
Documents Merged
Document Blueprints Created
Document Blueprints Updated
Memos Created
Memos Updated
Configure Firm Level Options
At the Firm level, you can configure automated suggestions from the Firm Settings > Configurations > Suggestions page.
Click on your name in the top right corner, and you will see "Firm Settings" button.
Click "Firm Settings",
Click on the "Configurations" tab.
Click on the "Suggestions" tab in the left sidebar navigation on the Configurations tab page.
You should see all of your automated time suggestion notification options.
You can click on the blue toggle slider button to enable or disable Emails, Calendar Events, Tasks, Documents, or Memos.
You can check the detailed item under each section to enable or disable tracking those actions in which to create an automated time suggestion.
You can select between "Create in background" or "Popup on creation" option to choose how you would like the automated time suggestion to be created.
After choosing an option, click anywhere outside of the box to save your option. Switching focus between the checkbox or toggle button will auto save your options.
Congratulations! You have successfully enabled and configured automated time suggestions for all users in your firm.
Configure Member Level Options
At the Member level, any member of your firm can easily configure and override the firm level option to choose how the particular member would like to have automated time suggestions created for them.
Go to the Time & Expenses list page by clicking on the clock icon in the left navigation bar.
Click the "ATM" Automated Time Manager tab.
In the right corner, click on "Settings".
You should see all of your automated time suggestion notification options.
You can click on the blue toggle slider button to enable or disable Emails, Calendar Events, Tasks, Documents, or Memos.
You can check the detailed item under each section to enable or disable tracking those actions in which to create an automated time suggestion.
You can select between "Create in background" or "Popup on creation" option to choose how you would like the automated time suggestion to be created.
After choosing an option, click anywhere outside of the box to save your option. Switching focus between the checkbox or toggle button will auto save your options.
Congratulations! You have successfully enabled and configured automated time suggestions for your member account.
If you have any questions, please feel free to contact us!