Скачать или смотреть Klient PSA August Webinar - Salesforce Calendar-Timesheet Sync & Project Status Report Customization

Explore the top features from Klient PSA’s latest release (v50.6.2), natively built on Salesforce. Learn how new timesheet, resource planning, and project status tools help streamline consulting and SaaS operations.

🔍 What you’ll learn in this webinar:
How to sync Salesforce calendar events directly into timesheets
New “View Rejected Times” feature for easier time approval workflows
Updated Resource Planner with toggles to hide completed tasks & display actual hours
How to customize Project Status Reports by project type & field sets
Upcoming features on the product roadmap (AI, Jira app, improved PDF reports)
Chapters:
00:00 – Introduction & Agenda
03:40 – My Timesheet: Calendar Integration, Rejected Timesheets, Split Approval, Sch vs Log Toggle
14:08 – Resource Planner: New Toggles, Actual Hours, Color Config, Distribute Schedules, Compare Resource
24:15 – Workspace: Checkbox Filter Support
25:45 – Customizable Project Status Reports
32:00 – Other Improvements
32:30 – Ideas Voting & Product Roadmap
40:00 – Conclusion