This guide shows how to find and modify Timekeeper fields, page layouts, and field sets in your Salesforce org so you can customize what Timekeeper records display and capture. It walks you from logging in and opening Setup to locating the Timekeeper object in Object Manager, editing its fields & relationships, and updating the Timekeeper page layout. Follow it to quickly adjust data capture and UI for Timekeeper records.
1. Step 1: Initiate Set Up Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Initiate the Set Up Screen
- Click the gear icon in the upper right hand corner
- Click Set Up
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2. Step 2: Open Time Keeper in Object Manager
- Click Object Manager Tab
- Search Time Keeper in the search Box
- Click Timekeeper
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3. Step 3: Fields & Relationships
- Click any of these Fields to edit
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4. Step 4: Edit Page Layouts
- Click the Page Layout Tab
- Click Timekeeper Layout
- Add any Field Sets to TimeKeeper Details
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