Why a customized time sheet in Sugar is essential for your business?
Your business stands very little chance of succeeding if employees fail to meet deadlines and projects are not delivered on time. In order to ensure that your employees are adhering to the deadlines set out by project managers, you need to keep track of your employees’ activities inside your Sugar. Moreover, you also need to keep a record of the total number of hours spent on a particular project to bill your client in a transparent manner. Unfortunately, SugarCRM does not have a time log module that can accomplish this task and therefore, the need to customize Sugar and integrate a time log module arises.
Our expertise at customizing time sheets in Sugar
The biggest advantage of using Sugar is that it is highly flexible, extensible and versatile. It can be configured according to your exact requirements. Over the years, we have helped companies of all sizes belonging from different industry verticals leverage Sugar to evaluate the number of hours each employee spends on a project. Here, I will be sharing three companies who approached us for time log customization and reported a marked increase in efficiency once the customization was done.
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WM Printing is a company based in Boca Raton, Florida. The company caters to massive printing orders for brochures, T-shirts and other goods.
In this customization, the listview has two buttons: clock in and clock out. When users start their day by logging into Sugar, they have to click the clock in button. At the end of the day, they have to click the clock out button. Through this process, the client’s time log data is generated and after every two weeks, an email is sent to the admin containing each user’s time log data. If a user’s time exceeds 80 hours for two weeks, then it will be marked over time.
2. Texas Tax Group
The Texas Tax Group was established in 2007 by a group of former Texas Comptroller State Tax Auditors and today it is recognized as one of the leading state tax consulting firms in Texas.
The customized time log module allows users to log their arrival times, end times and break times into the system. Managers are automatically alerted about any work time violations. This data can later be used for payroll calculations.
Headquartered in San Francisco USA, Audio Visual Design Group (AVDG) is a leading design-build firm specializing in audiovisual systems for commercial and residential spaces worldwide.
The following time sheet customization was done for AVDG:
This feature allows the employees at AVDG to input hours for the project or individual tasks associated with that project. The project managers could easily evaluate the bonuses or commissions that employees who work overtime deserve.
Related Post: Email Customization in SugarCRM.
Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 600 firms with various SugarCRM integrations and customization. Get in touch for a FREE Business Analysis to get the desired customization.