Emails:
Entries will be grouped in an Activity by the email subject thread. This means when you send and receive emails within the same email thread, a grouped activity will be created containing all email correspondence related to the email subject.
For the email grouping option to function properly, you will need to have 'Auto-Routing’ enabled within the LEAP Automation Options for Outlook. To learn more about LEAP Automation Options for Outlook, navigate to this article.
Documents:
An entry is created for each staff member per day who works on a document. If a staff member works on a document multiple times throughout a day, individual activities will be recorded in their respective Time Entry under the Activities tab:
When multiple staff members work on the same document, a unique Time Entry will be created for each staff member detailing their specific activities and cumulative time spent.
Appointments & Meetings:
When staff members attend appointments or meetings, all attendees will have a separate activity created to accommodate their individual time and attendance in the meeting or appointment. You can adjust your individual time and billing description.
Mobile:
Entries recorded from the LEAP Mobile will also be grouped. Activities include:
- Making phone calls
- Sending SMS
- Scanning documents
- Recording voice memos
- Making video calls
Knowledge Base
