Client settings

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Client settings

If you click an hold on the client name, the client details open. If you click on the data, you can change it accordingly.

User defined fields are only displayed if you synchronize the data with Xpert-Timer Pro for Windows.

clientdetails

In order to use more functions, open the menu.

client_details_menu

Settings

Point to "Settings" to show and hide certain fields in your client details.

 

client_details_settings_menu

 

So if you never use the comment to your client, uncheck the box and this option will not appear in your "New client" dialog any more.

client-details-input-fields

 

QR-Code

 

You can generate QR Codes from this client by tapping the "Generate QR Code" button.

client_details_settings_qr-code

This might be handy if you quickly need the client information. You can also generate QR-Codes for your project. You can then start the timer for a project by scanning the QR-Code.

client-qr-code

 

Reports

client_details_settings_report

You can create a timestamp report and weekly/monthly/yearly reports though this menu button. The timestamps are automatically filtered by the client.

 

Projects        

client_details_settings_projects

In order to see the list of projects related to your client, click  on "Projects".

 

Contact

If you click on the menu point "Contact", you can choose between the functions: Call, Write an email or show the address on a map.

client_details_settings_contact

Add project

In order to add a new project to the client, hit "Add project".

client_details_settings_add-project