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FastGem Help Articles

Filters
List of articles in category FastGem Help Articles
Title Hits Vote Rating
Accessing & Utilizing the Action Logs Hits: 4508 Vote: 0 Rating: 0
Restricting a User by IP Address Hits: 69 Vote: 0 Rating: 0
Linking a User Record to an Existing Rep Record Hits: 67 Vote: 0 Rating: 0
Problem: Rep/Tech Does Not Appear in Hierarchy Hits: 403 Vote: 0 Rating: 0
Rep Hierarchy Page Hits: 478 Vote: 0 Rating: 0
Enabling/Disabling RingCentral Integration for Individual Users Hits: 495 Vote: 0 Rating: 0
Problem: User Name not Appearing in Front End, Not Appearing in Rep/Tech List for Assignment Hits: 437 Vote: 0 Rating: 0
Publish/Unpublish Reps/Techs Hits: 536 Vote: 0 Rating: 0
Sensitive Information - Viewing Permissions Hits: 1399 Vote: 0 Rating: 0
Resetting Your Password (Front End) Hits: 1649 Vote: 0 Rating: 0

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Subcategories

Actions/Action Logs 1

Creating and Editing Users/Records/Groups 23

Equipment and Inventory 4

Forms 29

Building/Editing Forms (Admin/Backend) 25

Tech Forms (Front end) 2

Customer Verification Forms (Front End) 1

Order Forms (Front End) 1

Getting Started 6

Invoicing and Payments 11

Leads and Customers/Submissions/People 10

Mass Update/Upload/Texting Tool 5

Menu Items: Creation, Display, and Organization 6

Misc/Multiple 23

Messaging/Communication in FastGem 11

Internal Communication (User-to-User(s)) 6

External Communication (User to Customer(s)) 3

RingCentral within FastGem 2

Overlay Tool and Provider Portals 12

Packages and Providers 4

Payroll 34

Misc Payroll Training 15

Commissions and Payplans 13

Promotions and Rep Adjustments 6

Quality Control/Follow Ups 5

Reconciliation 2

Reporting 6

Search Tools 2

Scheduling 3

Tasks 3

Timeclock 4

Work Orders (AKA Appointments) 6

Categories

  • Actions/Action Logs (1)

  • Creating and Editing Users/Records/Groups (23)

  • Equipment and Inventory (4)

  • Forms (0)

    • Building/Editing Forms (Admin/Backend) (25)
    • Tech Forms (Front end) (2)
    • Customer Verification Forms (Front End) (1)
    • Order Forms (Front End) (1)
  • Getting Started (6)

  • Invoicing and Payments (11)

  • Leads and Customers/Submissions/People (10)

  • Mass Update/Upload/Texting Tool (5)

  • Menu Items: Creation, Display, and Organization (6)

  • Misc/Multiple (23)

  • Messaging/Communication in FastGem (0)

    • Internal Communication (User-to-User(s)) (6)
    • External Communication (User to Customer(s)) (3)
    • RingCentral within FastGem (2)
  • Overlay Tool and Provider Portals (12)

  • Packages and Providers (4)

  • Payroll (0)

    • Misc Payroll Training (15)
    • Commissions and Payplans (13)
    • Promotions and Rep Adjustments (6)
  • Quality Control/Follow Ups (5)

  • Reconciliation (2)

  • Reporting (6)

  • Search Tools (2)

  • Scheduling (3)

  • Tasks (3)

  • Timeclock (4)

  • Work Orders (AKA Appointments) (6)

Tags

  • Training
  • training-admin
  • training-internal users
  • training-processors
  • training-payroll admin
  • training-house
  • training-sales reps
  • training-form management
  • Troubleshoot
  • training-techs