Help Categories - FastGem CRM - Page #1

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FastGem Help Articles

List of articles in category FastGem Help Articles
Title	Hits	Vote	Rating
How To Assign Reps/Techs to a Team Leader	Hits: 4154	Vote: 0	Rating: 0
Hiding Select People/Work Order Status from a Selected User Group	Hits: 3444	Vote: 0	Rating: 0
Problem: 2 Rep/Tech Records Created for 1 User	Hits: 3392	Vote: 0	Rating: 0
Deactivating/Disabling a user in FastGem	Hits: 3031	Vote: 0	Rating: 0
Resetting Passwords for Other Users	Hits: 4390	Vote: 0	Rating: 0
Assigned User Group Definitions	Hits: 4967	Vote: 0	Rating: 0
Setting Permissions for Users	Hits: 4364	Vote: 0	Rating: 0
Allowing a User to Receive Downline Overrides	Hits: 3199	Vote: 0	Rating: 0
Inventory Duplicate Detection	Hits: 244	Vote: 0	Rating: 0
Purchase Orders	Hits: 1455	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 14

Leads and Customers/Submissions/People 11

Mass Update/Upload/Texting Tool 11

Menu Items: Creation, Display, and Organization 7

Misc/Multiple 25

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 3

Scheduling 3

Tasks 3

Timeclock 4

Work Orders (AKA Appointments) 7