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Attendance

                 
 

Attendance

 

Can't see the person you're looking for? Check they're a project leader at Person > Settings > Permissions > Project leader.

As project leader you get to see timesheets, activity, and timesheet emails of people working in this project.


Sets a dashed blue target line on the "Active" report. Measured as the % of an hour that the worker shows activity through Zipier Desktop. Only measures hours that the worker clocked as worked in this project.


At the end of the call when the phone button is pressed, information about the call and lead can be sent to an external API via the url entered here.


Allows agents to update the details of the lead during and after a call.


Preview dialing: Show your rep the next call after each call. Ideal for complex sales with research between calls.

Progressive dialing: Automatically dial the next number after each call. Ideal for smaller teams, or high value calls.

Predictive dialing: Powerful dialing options built for professional call centers. Increase your contact rate by 50% or more. Ideal for larger teams.


Calls will be recorded, and the recordings may then be listened to in Project > Calls out > Calls list.

In some states/countries you may need to obtain permission from the other party to record the call.


Optional. Shows a target line on some of the reports.


Optional. Shows a target line on some of the reports.


Leads will not be chosen to be called if their local time (based on the timezone specified for the lead) is outside these times.


How long to wait before attempting to call a number again.


How many times to attempt calling a number.

Only used if the disposition Call back days was left empty.

Leads are selected in the following order:

Changing this to a larger number will cause all numbers that were never answered to become eligible to be called again.


What caller ID number to display to those you call.


If a country isn't set for a lead this country's dialing code will be used.

This is recommended if integrating with a CRM.


If a call isn't answered within this time, hang up the call to save agents from wasting time.


Leads, scripts, call settings, and lead field headings can be copied from one project to other projects.

This lets you change those features in one place, and have each of the projects it's shared with automatically use the updates.


Leads, scripts, call settings, and lead field headings can be copied from one project to other projects.

This lets you change those features in one place, and have each of the projects it's shared with automatically use the updates.


Leads can be stored in one project but used in other projects.

This lets you have one set of leads that is shared with multiple projects that each have different settings and scripts.


 

Answer. Yes. Turn on attendance in setup and the project, then select the project when clocking time.

To can track time spent on different tasks or projects, you'll need to:

  1. Add new projects at Menu > Project > New project.
  2. On each project:
  3. Now you're all set. Click the work-time menu (top right corner) and choose "Projects".
  4. Select your project from the list.

You can switch projects as often as you like. Zipier Attendance will keep track of each switch.

Updated: 13 Apr 2017. Keywords: report, individual. Expand all
 
Answer. Go to Project > More > Reports page. ...more...

To create a report of all the hours worked in a week or month:

  1. Check Project > Project > Turn on attendance.
  2. Add people as Project > Members > Workers.
  3. Have those people clock-in time against that project using the work-time menu or timesheets.
  4. Choose Project > More > Reports page then click "View".
  5. This will pop open a new tab.
  6. Print by pressing Ctrl+P
Updated: 28 Oct 2016. Keywords: chart, total, summary, time.
 
Answer. Turn on the 'Attendance' checkbox inside the project. ...more...

Any project can be turned on to appear as one that time can be clocked against by:

  1. Check Project > Project > Turn on attendance.

The project will now appear in the work-time menu and timesheets as one that time can now be clocked against.

Updated: 28 Aug 2016. Keywords: attendance, timesheet, show.

© 2017 Zipier Ltd. All rights reserved. www.zipier.com/help/Projects/Attendance/