Time Sheet Customization in SugarCRM
By Sarah Meyers
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, Sugar does not have a time log module which can accomplish this task and therefore, the need to customize and integrate a time log module arises.
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 press clock in button. At the end of day, they have to press clock out button. Through this process, client’s time log data is generated and after every two weeks an email is sent to admin containing 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.have vast experience in developing mobile apps for different industry verticals.
The customized time log module allows users to log their arrival time, end time 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 audio visual systems for commercial and residential spaces worldwide.
The following time sheet customization was done for AVDG:
This feature allows employees of AVDG to input hours for the project or individual tasks associated to that project. The project managers could easily evaluate the bonuses or commissions that employees who work overtime deserve.
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