Using the Time Entry Custom Fields Grid

You can set up a custom field for time capture using the Custom fields - Time Capture window.

To add or modify a time entry, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
  2. Click Practice Lists > Custom fields - Time Entry on the navigation panel.
  3. Do one of the following:
    • Add a record. Click New on the button bar to open the Custom field - Time Capture window where you can add a new record.
    • Edit a record. Select an item in the grid and click Edit on the button bar. The Custom field - Time Capture window displays allowing you to edit an existing record.
    • Delete a record. Select an item in the grid and click Delete on the button bar.
    • Print the current view of the grid. Click Print on the button bar.
    • Sort records. Click a column header to sort a column in ascending or descending order.
    • Select Columns. Click Select Columns on the button bar. See Managing Columns in a Grid for more information.

Notes:

  • The options on the grid toolbar are also available on the menu that displays when you right-click an item in the grid.
  • Click Find to locate an item in the grid or click Refresh to display any changes to the grid.