I have a CRM board of all our clients and a job board of our work. For each job we track time in subitems that become a total time in the main item.
I have connected the boards so that for each job, I can assign the client.
I would like to find a way to view total time tracked for the month per client and as a bonus, a list of jobs done in the month. Any one have any clues?
Thanks so much for your time to read,