Help Categories - FastGem CRM

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FastGem Help Articles

List of articles in category FastGem Help Articles
Title	Hits	Vote	Rating
USA ePay within FastGem	Hits: 9	Vote: 0	Rating: 0
Accounts/Properties in FastGem (B2B Instances)	Hits: 257	Vote: 0	Rating: 0
How to Add Notes to Action Log Entries	Hits: 290	Vote: 0	Rating: 0
Accessing & Utilizing the Action Logs	Hits: 4971	Vote: 0	Rating: 0
Problem: User Cannot See Customers	Hits: 173	Vote: 0	Rating: 0
Restricting a User by IP Address	Hits: 287	Vote: 0	Rating: 0
Linking a User Record to an Existing Rep Record	Hits: 279	Vote: 0	Rating: 0
Problem: Rep/Tech Does Not Appear in Hierarchy	Hits: 584	Vote: 0	Rating: 0
Rep Hierarchy Page	Hits: 662	Vote: 0	Rating: 0
Enabling/Disabling RingCentral Integration for Individual Users	Hits: 677	Vote: 0	Rating: 0

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Subcategories

Accounts / Properties 1

Actions/Action Logs 2

Creating and Editing Users/Records/Groups 24

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 13

Leads and Customers/Submissions/People 11

Mass Update/Upload/Texting Tool 11

Menu Items: Creation, Display, and Organization 7

Misc/Multiple 24

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) 7