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FastGem Help Articles

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List of articles in category FastGem Help Articles
Title Hits Vote Rating
Editing Customer/Lead Data Hits: 3011 Vote: 0 Rating: 0
Changing Assigned Rep to Sale/Person Hits: 2306 Vote: 0 Rating: 0
Setting Up Auto-Assignment of Processors Hits: 672 Vote: 0 Rating: 0
Problem: Updating Work Order using the Mass Upload/Update Tool is not Working Hits: 97 Vote: 0 Rating: 0
Mass Upload/Update/Texting Tool, and Mass Updating from List Views Hits: 2036 Vote: 0 Rating: 0
Mass Update Installation/Work Order Status Based On Identifying Numbers List Hits: 251 Vote: 0 Rating: 0
Enabling Mass Update feature in List View (ADMIN only) Hits: 1299 Vote: 0 Rating: 0
How to Give Only Specific Users Access to Menu Items Hits: 79 Vote: 0 Rating: 0
Rearranging List View Columns Hits: 3066 Vote: 0 Rating: 0
Updating Menu Items Hits: 205 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 26

Building/Editing Forms (Admin/Backend) 22

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 5

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 32

Misc Payroll Training 16

Commissions and Payplans 12

Promotions and Rep Adjustments 4

Quality Control/Follow Ups 5

Reconciliation 1

Reporting 6

Search Tools 2

Scheduling 3

Tasks 3

Timeclock 4

Work Orders (AKA Appointments) 3

Categories

  • Actions/Action Logs (1)

  • Creating and Editing Users/Records/Groups (20)

  • Equipment and Inventory (3)

  • Forms (0)

    • Building/Editing Forms (Admin/Backend) (22)
    • 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 (5)

  • 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 (4)
  • Quality Control/Follow Ups (5)

  • Reconciliation (1)

  • Reporting (6)

  • Search Tools (2)

  • Scheduling (3)

  • Tasks (3)

  • Timeclock (4)

  • Work Orders (AKA Appointments) (3)

Tags

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