Technical Information for TimeLinx for Sage CRM

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Sage CRM
All Access (Full User)
Attendance Tracking timelinx for sage crm
Case/Tickets Integration timelinx for sage crm
Outlook/Exchange Integration (via CRM) timelinx for sage crm
ERP Integration Option
Gantt Charts/Resource Allocations timelinx for sage crm
Issues timelinx for sage crm
Milestones timelinx for sage crm
Multi-Currency timelinx for sage crm
Non-Working Days timelinx for sage crm
Products timelinx for sage crm
Projects timelinx for sage crm
Project Budgeting timelinx for sage crm
Project Attachments timelinx for sage crm
Project Contracts timelinx for sage crm
Project Financials timelinx for sage crm
Project Sites timelinx for sage crm
Project Resource Skill Levels timelinx for sage crm
Project Retainers timelinx for sage crm
Project Tasks timelinx for sage crm
Task/Ticket Time Entry timelinx for sage crm
Case/Ticket Time Entry timelinx for sage crm
Project Expense Entry timelinx for sage crm
Variable Rates & Costs timelinx for sage crm
Resource Management timelinx for sage crm
Profit Optimization EngineTM timelinx for sage crm
WebCalendar Scheduling Option
YammerTM Integration timelinx for sage crm
TimeLinx Accounting Package (TAP) Option
Time Entry timelinx for sage crm
Expense Entry timelinx for sage crm
Case/Ticket Time Entry timelinx for sage crm
Task Management timelinx for sage crm
Project Time Entry timelinx for sage crm
Expense Entry timelinx for sage crm
Case/Ticket Time Entry timelinx for sage crm
My WorkTM (Assignments and Schedules) timelinx for sage crm

TimeLinx for Sage CRM Licenses & Modules

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TimeLinx License Name License Description TimeLinx for Sage CRM

Full User

Full access to all TimeLinx features. Enter Time
and Expenses into Tasks and Cases. View, create and edit Projects. Schedule and assign Tasks to users, use of Cases, and Calendars. Create/edit all associated Project data including Tasks, Rates, Team, Gantt’s, Issues, Milestones, Roles, Resources, Products, Materials, Finance, etc. Also, can run Accounting integration functions. No Mobile access.  User security/permissions are controlled within TimeLinx to limit features named above.  Will require a login to Sage CRM system and will, therefore, need a Sage CRM license.
X
Timekeeper Time & Expense entry only into TimeLinx
Tasks and Cases.
X
SmartMobile Android, iOS Mobile for tablets and smartphones to log Time and Expenses with detailed notes into TimeLinx Tasks and CRM Cases, complete or update Task progress, enter mileage and overtime charges, review and update Assigned and Scheduled work via MyWork feature.  Re-assign Cases, optionally log start and end of the day and lunch breaks, look up and call contact phone numbers, map project-related addresses, send emails and more. X

AdminEntry

The AdminEntry License count is for each name whose time is to be entered, it is NOT a data entry license. The actual data entry is performed by a Full User (above), NOT an AdminEntry name.  AdminEntry names will not have any Sage CRM user rights (cannot log into Sage CRM).  Use this license type for sub-contractors or others submitting time via spreadsheets or email, or for tracking users being assigned or scheduled for projects and tasks. Even if they do not submit time or expenses, with this license they can be managed in the Gantt charts and WebCalendar.  Sold in 5-Name packs. X

TimeLinx Accounting Platform

Provides bi-directional integration features to the ERP system of your choice (no need to replace your ERP system!). Choose among A/R, O/E, A/P, P/R, G/L, J/C, I/C options. A/R or O/E included as default. X

WebCalendar

A pretty face for the native Sage CRM calendar! Provides a fresh interface designed for Project and Service Scheduling. Not for time or expense entry. Optional

TimeLinx AlertPak

AlertPak for TimeLinx Alerts. Automated alerts and notification
system.
X

Compatibility Matrix

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timelinx-2016-4-for-sage-crm-compatibility-matrix-v1-0