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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: 3524 Vote: 0 Rating: 0
Problem: Rep/Tech Does Not Appear in Hierarchy Hits: 190 Vote: 0 Rating: 0
Rep Hierarchy Page Hits: 293 Vote: 0 Rating: 0
Enabling/Disabling RingCentral Integration for Individual Users Hits: 325 Vote: 0 Rating: 0
Problem: User Name not Appearing in Front End, Not Appearing in Rep/Tech List for Assignment Hits: 296 Vote: 0 Rating: 0
Publish/Unpublish Reps/Techs Hits: 347 Vote: 0 Rating: 0
Sensitive Information - Viewing Permissions Hits: 945 Vote: 0 Rating: 0
Resetting Your Password (Front End) Hits: 1163 Vote: 0 Rating: 0
Enabling Mass User Creation in Front End Hits: 1326 Vote: 0 Rating: 0
Adding & Assigning User Groups Hits: 1639 Vote: 0 Rating: 0

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Subcategories

Actions/Action Logs 1

Creating and Editing Users/Records/Groups 20

Equipment and Inventory 3

Forms 28

Building/Editing Forms (Admin/Backend) 24

Tech Forms (Front end) 2

Customer Verification Forms (Front End) 1

Order Forms (Front End) 1

Invoicing and Payments 5

Leads and Customers/Submissions/People 8

Mass Update/Upload/Texting Tool 4

Menu Items: Creation, Display, and Organization 6

Misc/Multiple 15

Messaging/Communication in FastGem 8

Internal Communication (User-to-User(s)) 3

External Communication (User to Customer(s)) 3

RingCentral within FastGem 2

Overlay Tool and Provider Portals 11

Packages and Providers 4

Payroll 33

Misc Payroll Training 16

Commissions and Payplans 12

Promotions and Rep Adjustments 5

Quality Control/Follow Ups 5

Reconciliation 1

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 (20)

  • Equipment and Inventory (3)

  • Forms (0)

    • Building/Editing Forms (Admin/Backend) (24)
    • Tech Forms (Front end) (2)
    • Customer Verification Forms (Front End) (1)
    • Order Forms (Front End) (1)
  • Invoicing and Payments (5)

  • Leads and Customers/Submissions/People (8)

  • Mass Update/Upload/Texting Tool (4)

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

  • Misc/Multiple (15)

  • Messaging/Communication in FastGem (0)

    • Internal Communication (User-to-User(s)) (3)
    • External Communication (User to Customer(s)) (3)
    • RingCentral within FastGem (2)
  • Overlay Tool and Provider Portals (11)

  • Packages and Providers (4)

  • Payroll (0)

    • Misc Payroll Training (16)
    • Commissions and Payplans (12)
    • Promotions and Rep Adjustments (5)
  • Quality Control/Follow Ups (5)

  • Reconciliation (1)

  • 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-form management
  • training-sales reps
  • Troubleshoot
  • training-house
  • training-techs