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CommunityWould it be possible to integrate the Clander item with Timesheets in LEAP? You already integrate the calendar item to a Matter but for example

Would it be possible to integrate the Clander item with Timesheets in LEAP? You already integrate the calendar item to a Matter but for example

Anne Krupski (Customer) asked a question.

Would it be possible to integrate the Clander item with Timesheets in LEAP? You already integrate the calendar item to a Matter but for example

For example - If you create a calendar item to attend court, on saving,  would it possible to have a pop up dialogue box to enter your timesheet entry into LEAP? Would save duplication


Bianca Clout likes this.
  • Simon Jack (Customer)

    Hi Anne,

    Thanks for reaching out.

    This is a function available in a new feature we are currently working on with a few firms, called Matter Activity Recording. I have passed your details on to the relevant team who will be able to advise you of further details.

    Thanks,

    Simon

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    • Anne Krupski (Customer)

      Thank you Simon.
      If I don’t hear back who should I follow up with?
      Thanks
  • Simon Jack (Customer)

    Hi Anne,

    On further investigation, I can see that within LEAP, when you create either a task or a Meeting, you have the option to add a Time Entry.

    Once you have created the task/appointment/meeting, in the LEAP toolbar there is an option to Add Time Entry.

    Does this meet the requirements of what you have asked?

    Thanks,

    Simon

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    • Anne Krupski (Customer)

      That is great but not entirely. It would be the same as opening a time entry and adding the relevant information. When I create a meeting, even if I save it first, the time entry when I open it, does not reflect the time frame that I created in the calendar item only the start time, nor pull in descriptions therefore you would still need to duplicate the information you initially entered in the calendar if that makes sense? Unless I am not doing it correctly?
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      • Simon Jack (Customer)

        Hi Anne,

        I see what you mean. I've just tried calling you to discuss further, but I think the best thing is if I have the relevant team contact you about Matter Activity Recording, which does allow for the entire length of the appointment to be created as a time entry.

        If you don't hear back from anybody, you can follow up with our HelpDesk by quoting case number: 01214674.

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    • Anne Krupski (Customer)

      Hi Simon,

      So I created a Meeting and added blurb and the meeting was from 4:00pm to 6:00pm and the time entry opened as follows – As you can see it doesn’t not reflect the 2 hours created in the calendar not the blurb I added

      [cid:
      image002.png@01D8B630.84151810]
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Would it be possible to integrate the Clander item with Timesheets in LEAP? You already integrate the calendar item to a Matter but for example