User Manual for TimeLinx Settings
Contents
1. Timelinx KnowledgeSyncEventpak S L Quotelinx 2 xforSalestogic pr pr TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 2 5 Other Dependencies TimeLinx for SLX Web TimeLinx for SLX LAN TimeLinx Gantt Charts 1 x for SLX Silverlight Browser Plugin TimeLinx Mobile 1 x for SLX WebKit Enabled Browser TimeLinx WebCalendar 3 x for SLX TimeLinx WebSheet for SLX Web TimeLinx Reporter for SalesLogix TimeLinx KnowledgeSync Eventpak KnowledgeSync v8 QuoteLinx 2 x for SalesLogix QuoteWerks v4 2 6 Keys SLX Meaning that TimeLinx support for a particular platform does not differ from base SalesLogix support No special consideration is required Meaning that listed version is the lowest currently supported and all subsequent versions are supported Y Yes version is supported N No version is not supported VS Meaning that TimeLinx support for a platform does not differ from base Vineyardsoft KnowledgeSync support No special consideration is required 4 IE versions greater than 9 currently unsupported due to issues with DevExpress grids This will be addressed in future versions of TimeLinx ee TimeLinx Mobile is built on the SenchaTouch framework which requires a WebKit enabled browser 3 See SenchaTouch page for specifi2. 003417 001 00 002782 Bug Fixes Timesheet 20140514 Resolved earlier issue where sometimes Travel time would disappear after it was highlighted on the Timesheet Bug Fixes User Control 20140709 Updated tooltips on TLX User Licensing tab to accurately reflect current licensing Panel descriptions Bug Fixes Vendor Info 20140430 Resolved issue with Service Task Vendor form so that Vendor Information is not updated with empty values after closing form when no edits were made TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 3 3 TimeLinx for SalesLogix Web 8 2 2 001 00 002908 Features Activities 20140714 Added All Projects toggle when adding Activities and Notes Allows for notes to be added for a Contact amp Project who are not part of the same account For example a 3rd party ona Project would not be a Contact underneath your Customer s Account but you would want to record you emails for that Contact against the Customer s Project 001 00 002351 Features Calendar 20140624 You can now navigate to an appointment s Project det
3. Bug Fixes Bug Fixes Bug Fixes Account TimeLinx Settings Calendar Expense Detail Project Detail Project Insert Project Task Grid Project Task Grid Project Task Grid Project Task Usage SalesLogix Service Query Service Query Service Query 20140603 20140702 20140506 20140617 20140516 20140429 20140516 20140716 20140618 20140424 20140416 20140418 20140620 Resolved issue where Country look up was hyperlinked to a non existent Entity Corrected spelling of WebCalendar in TLX pages and navigation Resolved error when entering Expenses against Accounts with no TLX Account extension record Resolved issue where Retired Users in SalesLogix where appearing in the Project Sold By look up Resolved issue with Saleslogix unsaved data prompt when Inserting a new Project If the user chose to return to the page because of the prompt then they would encounter an error Resolved issue where RMB Menu on Project Task Grid does not pop up at cursor when clicking on column header Resolved issue where the filter on the Primary Resource column in the Project Tasks grid was not showing all possible values Resolved issue where Milestone Complete was not updating when Task Complete was updated from Project Task grid Updated formatting of Service Task Billing Hourly Rate column to be consistent with other numerical values in Task Usage grid Necessary fix has been made so that the SLX Query
4. builder works properly when new TLX bundles are applied to SalesLogix 8 1 Corrected End Date criteria to be less than or equal to instead of less than Resolved issue with Service Query criteria Invoiced No not returning a complete set of results Resolved an incorrect message when updating rates from the Service Query TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx 001 00 003599 001 00 003397 001 00 003261 001 00 003149 001 00 003299 001 00 003485 001 00 003605 001 00 002991 001 00 002992 001 00 003282 001 00 003476 001 00 002947 Service Management Solutions Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Service Query Task Audit Task Detail Task Financial Info Tickets Time Entry Time Entry Time Entry Time Entry Timesheet Timesheet Timesheet 20140712 20140507 20140430 20140429 20140514 20140529 20140704 20140707 20140707 20140514 20140603 20140704 Resolved issue where users were being excluded from Service Query results if their SLX Logins were disabled Resolved issue where the incorrect user was being attributed to a new Task Audit record Resolved issue where Contract look upon Task Quick Add form was not filtered by current Project Resolved issue where the Task Financ
5. into account combined Service Tasks 001 00 003427 Bug Fixes Retainer Detail 20140516 When deciding if enough balance exists to place a record on a retainer the balance used in comparison did not include retainer usage from Other Withdrawals It has been fixed now 001 00 003475 Bug Fixes Retainer Detail 20140523 Resolved edge cases where a Retainer could be forced to achieve a negative balance even though Allow Negative Balance was not set to True 001 00 003018 Bug Fixes Time Entry 20140402 Additional trapping has been added to prevent scenario which could cause a Split Service Task to be created with a 0 Actual Duration TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 3 2 TimeLinx for SalesLogix LAN 8 2 2 001 00 003148 Features Service 20140424 Task Taxable value has been added as an optional field to the Service Query Query 001 00 002977 Features Ticket 20140704 Ability to enter Time from the Tickets has been given to Timekeeper user by changing the Activities existing licensing check 001 00 003548 Features Tickets 20140625 TLX for SLX LAN now supports the TLX System Setting to make Project and Task required fields when entering amp editing Tickets The may be enabled by setting the Tim
6. the current date Changed display of Retainer Expense usage on Retainer detail from positive to negative numbers Resolved defect with Bulk Project Creation utility which would set the incorrect Task as the Account s Ticket default Task This could then lead to erroneous messages when adding Time with Ticket Activities that Project No is marked complete are you sure you want to record time to this Project Resolved issue where a TimeLinx license could not be added the first time the System Control panel was opened TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx 001 00 003473 001 00 003505 001 00 003507 001 00 003508 001 00 003404 001 00 003583 001 00 003221 001 00 003184 001 00 002807 001 00 003329 001 00 003331 001 00 003401 Service Management Solutions Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes System Control Panel System Control Panel System Control Panel System Control Panel Tickets Tickets Time Entry Time Entry Timesheet Timesheet Timesheet Timesheet 20140617 20140618 20140618 20140618 20140522 20140709 20140422 20140521 20140430 20140506 20140506 20140508 Resolved issue where when removing users from TimeLinx a removed user s name could appear in the Template user pop up wh
7. 588 001 00 002785 001 00 003324 001 00 003020 001 00 003504 001 00 002545 001 00 003245 001 00 003474 001 00 003025 001 00 003421 Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Assets Invoice Info Project Contacts Project Detail Project Task Grid Retainer Detail Retainer Detail Retainer Detail System Control Panel System Control Panel 20140626 20140604 20140709 20140508 20140604 20140415 20140506 20140527 20140322 20140527 When Account Assets are created automatically from Project Products the Added By for the newly created Account Asset will now be set to the logged in user The Cancel button on Update Invoice Info form was not working earlier Now when you click Cancel or X out of the form the update operation will be canceled correctly Users were able to edit fields in the Project Contacts grid that should not be editable Therefore Account phone cell and email fields have been made read only and only Project Role is still editable Resolved error which could occur on Project Detail when Users have apostrophes in their names Added validation for a single Default Travel Task per Project to Project Task Grid Resolved issue where Contracts were not saving when entered into Add Edit Retainer form Resolved issue where the Date of a new retainer did not default to
8. Entry 20140703 The Time Entry from Project Tools Add Time is now context sensitive i e the Account amp Project look ups are populated when time is added from Project Similarly when time is TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx 001 00 003278 001 00 003458 001 00 003494 001 00 003270 001 00 002998 001 00 003321 001 00 003101 001 00 003503 001 00 002997 001 00 003480 001 00 003120 Service Management Solutions Features Enhancements Enhancements Enhancements Enhancements Enhancements Enhancements Enhancements Enhancements Enhancements Bug Fixes Timesheet Project Contract Detail Project Contract Grid Project Task Assignment Project Task Grid Service Query Task Detail Task Financial Info Task Management Time Entry Account Projects Grid 20140529 20140522 20140605 20140423 20140425 20140620 20140603 20140616 20140430 20140616 20140617 added from a Ticket then Account Project Task amp Ticket will also be populated This feature is implemented for all the TimeLinx and SalesLogix Entities i e Account Contact Opportunity Sales Order Contract Project Task Milestone Project Contract Issue and Ticket A new Tab called Activities has been added to the WebSheet that will display Activities by Weekending for the user you
9. TimeLinx Service Management Solutions Release Notes for TimeLinx 8 2 2 Version 8 2 2 20140725 Release Date 07 25 2014 TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions TimeLinx TimeLinx Software INC All rights reserved TimeLinx is a product of TimeLinx software INC The information in this document is subject to change without notice and should not be construed as a commitment by TimeLinx Software Inc TimeLinx assumes no responsibility for any errors that may appear in this document The software described in this document is furnished under a license and may be used or copied only in accordance with the terms of such a license While making every effort to ensure the accuracy of this document products are continually being improved As a result of continuous improvements later versions of the products may vary from those described here Under no circumstances may this document be regarded as a part of any contractual obligation to supply software or as a definitive product description TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 1 What s new in this version TimeLinx 8 2 2 contains many new functions and enhancements that originate from ideas suggested by our customers and product des
10. ail from the SLX Calendar by right clicking on an event and selecting Go To option and then selecting Project 001 00 002841 Features Milestone 20140424 Feature to Link Unlink Tasks from a Milestone has been added as a RMB option under the Tasks Tasks tab on the Milestone detail page 001 00 001923 Features Project 20140714 A RMB Option has been added to the Project Contact Grid to email the selected Contact Contacts Will launch a new email addressed to the selected Contact 001 00 003266 Features Project 20140623 Feature has been added to support adding attachments against the TLX Project Contract Contract Detail entity 001 00 003267 Features Project 20140626 The entries of Notes History tab of Tasks linked to the Contracts of Project will be displayed Contract Detail under the Notes History tab of Project Contracts 001 00 003189 Features Project Insert 20140514 Added context sensitivity to the Insert Project form Insert Project will now inherit values from its context when invoked from the following SalesLogix entities Account Contact Opportunity Ticket amp Sales Order 001 00 003551 Features Tickets 20140701 TLX for SLX Web now supports the TLX System Setting to make Project and Task required fields when entering amp editing Tickets The may be enabled by setting the TimeLinx Ticket setting Project and Task entry required on Ticket Forms to True 001 00 003398 Features Time
11. are viewing Users are able to edit or complete their calendar activities by right clicking the record The layout of the links section of Project Contract has been tightened and refined Added support for entry of negative hour amp value Project Contracts Assigned hours have been grayed out as they are not directly editable Tasks may be completed by setting the Task s Complete equal to 100 Task Status has been added as an optional field to the Service Query A hyperlink to default Site has been added to the Task Detail page Added validation for a single Default Travel Task per Project to Task Financial Info and Project Task grid Tasks may be completed from Task Management by setting the Task s Status equal to the Task Default Completion Status Improvements to indirect Entry of Travel Time amp Expenses Mileage amp Per Diem Resolved error when attempting to select Project Name from optional fields on the Account Projects grid TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx 001 00 003486 001 00 003288 001 00 003199 001 00 003456 001 00 003275 001 00 003150 001 00 003317 001 00 003636 001 00 003341 001 00 003246 001 00 003190 001 00 003192 001 00 003342 Service Management Solutions Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes Bug Fixes
12. cally supported Mobile hardware http www sencha com products touch features 4 Quotewerks has not declared official support for versions of SalesLogix greater than 7 5 4 However they have made access available for our customers and QuoteLinx will work with QuoteWerks on these versions 5 Requires SNC Update 02 for SalesLogix 8 0 6 Requires SNC Update 02 for SalesLogix 8 1 TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 3 New Features Enhancements amp Bug Fixes 3 1 TimeLinx Core 8 2 2 001 00 003449 Enhancements Time Entry 20140521 When a Service Task is split by a retainer a message is added to the comments of the split Service Task to provide information about what has happened The changes to this feature are 1 Comments are added to Internal Comments only 2 Added ID of originating Service Task to split message 3 Added time of split to Service Task split message 001 00 003477 Enhancements Time Entry 20140529 Added additional support for Account amp Project billing rules to indirect Travel entry 001 00 003139 Bug Fixes Expense Detail 20140422 Resolved regressions for Expense markup feature introduced in TLX 8 2 001 00 003509 Bug Fixes Region 20140630 Resolved issue with Enterprise region billing where Greater than Standard hours rates were not taking
13. eLinx Ticket setting Project and Task entry required on Ticket Forms to True 001 00 002974 Enhancements Installation 20140604 The standard SLX tables Account Opportunity etc have been removed from the TLX LAN installation bundles This has been done to prevent loss of data in case there is mismatch between the customer s SLX default table structure and table structures in TLX bundle for standard SLX tables 001 00 003428 Enhancements Project 20140521 Updated security rules for the Project Admin tab The Project Admin tab will be available is Admin the current Project User meets any of the following conditions 1 User is either a TimeLinx Administrator via their user setting 2 User is either the Project Manager on that specific Project 3 User is either the Manager of the Project Manager on that specific Project i e the person who the PM reports to 001 00 002679 Enhancements Project 20140618 Caption Est Resource Hours changed to Est Resource Hours in Project Team tab Team 001 00 003478 Enhancements Time Entry 20140619 Improvements to indirect Travel entry 001 00 002879 Bug Fixes Activities 20140522 Resolved an issue where Contact and Account were not being populated correctly when scheduling a follow up activity from activity completion TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 001 00 002
14. en subsequently adding a new user Necessary fixes have been made to implement the RMB Options on the Default Templates tab under TimeLinx Settings Resolved error which could occur when trying to delete a Currency but no Currency is selected Added validation to make Currency code a required field when entering a new Currency Made a change so that entering a ticket in the LAN not linked to a Project amp Task creates NULL values for Project and Task IDs instead of empty values The presence of empty values was causing errors with TimeLinx for SalesLogix Web Resolved issue where Ticket Task Look up would open twice when selecting a value Resolved intermittent error Cannot set Column ASSIGNEDDATE to be null Please use DB Null instead When linking Service Task to a ticket Resolved error which could occur when punching in with no Project in current SLX context Resolved issue which occurred when entering time to a timesheet with no existing data This would affect new users trying to enter time for the first time Resolved error which could occur when navigating Timesheet rows Resolved error There is no row at position 1 when adding time from the Timesheet Resolved error on the Timesheet Error Calling Method noninterchangeable TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 001 00 002795 001 00
15. ial form would contain no saved data when tab was opened Added handling to prevent error when TLX_ProjectID or TLX_TaskID is empty for a given Ticket Resolved issue where TLX WCF services were failing when deployed with HTTPS Resolved issue where Save amp New on Time Entry was editing existing record prior to creating a new Time Entry Resolved issue where Reason Cannot Modify would appear on Time Entry screen when no Account was yet selected Resolved issue where Start amp End times would appear on Time Entry screen when no Account was yet selected and Start amp End times were not required by the system Resolved issue where WebSheet data would not refresh when changing Consultants Resolved issues with paging in WebSheet Resolved issue where WebSheet could crash if a SalesLogix user was deleted and the corresponding TimeLinx User record still existed TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com
16. ign team There are a substantial number of additional features for SalesLogix LAN SalesLogix Web and to the core part of TimeLinx For your convenience we ve differentiated those in appropriate sections to take you straight to the Product you are using There are also several other smaller improvements that have been made in TimeLinx 8 2 2 and they all can be viewed in the New Features Enhancements amp Bug Fixes section TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com 1 TimeLinx Service Management Solutions 2 System Requirements 2 1 Platform Compatibility 2 2 Browser Compatibility TimeLinx Mobile 1 x for SLX N 2 Y TimeLinx Reporter for SalesLogix AE STG TE SET KE TE SE TimeLinx KnowledgeSync Eventpak a ee QuoteLinx 2 x for SalesLogix er es ee ee ee eee TimeLinx Software 800 Turnpike St Suite 300 North Andover MA 01845 1 978 662 1171 www TimeLinxSoftware com TimeLinx Service Management Solutions 2 3 Windows Compatibility TimeLinx Gantt Charts 1 x for SLX TimeLinx WebCalendar 3 x for SLX Timelinx Reporter for Saleslogix Sever2003 WindowsXP Timelinx KnowledgeSyncEventpa VS Quotetinx 2 x f r Salestog SKK Windows XP 2 4 Mobile Operating System Compatibility Timelipx for six Web TT Timetimx f r SKN O Timelinx Gantt Charts Laxfor SX a 5 Trea elenen enire ee Se See n a ee red acidic a a ee
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