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References

A Reference in Simply Track Time terms is an account or job or project that time is allocated to - it can be a customer, a client, a client's project, or a client's matter.
 
Adding  a Reference
You can add reference by clicking the Reference link on the main form <picture> and opening the Manage References form. 
  1. Click the New button and fill in the Reference Label. 
  2. Click Save.
  3. The new reference will be added to the list.
  4. Click Ok to close or you can enter another reference.
Editing a Reference
You can edit reference by clicking the Reference link on the main form <picture> and opening the Manage References form. 
  1. Select the reference that you want to update by clicking it in the list.
  2. The selected reference will appear in the Reference Label textbox.
  3. Change the text to suit.
  4. Click Save.
  5. Click Ok to close.
Deleting a Reference
You can delete reference by clicking the Reference link on the main form <picture> and opening the Manage References form. 
  1. Select the reference that you want to update by clicking it in the list.
  2. The selected reference will appear in the Reference Label textbox.
  3. Click the Delete button.
    1. (This should really be a checkbox - see comment).
  4. Click Ok to close.
 

Comments

Jonathan Lyall - Nov 16, 2008 3:13 PM

The delete reference functionality should be a checkbox:
1. Delete this reference
2. Save to commit

This would result in a 2 step confirmation process.

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