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FastGem Help Articles

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List of articles in category FastGem Help Articles
Title Hits Vote Rating
Work Order ID and Person ID Hits: 191 Vote: 0 Rating: 0
Bulletin Board/Info Board Feature Hits: 202 Vote: 0 Rating: 0
Available Colors for Statuses, Etc. (ADMIN) Hits: 179 Vote: 0 Rating: 0
Campaigns Hits: 557 Vote: 0 Rating: 0
Adding Your Company Logo to FastGem Pages/Links Hits: 1061 Vote: 0 Rating: 0
Clearing Cache (ADMIN) Hits: 749 Vote: 0 Rating: 0
Accessing 'Content Types' Hits: 963 Vote: 0 Rating: 0
Messaging a User/Group in FastGem, and Receiving/Replying to Messages Hits: 2281 Vote: 0 Rating: 0
Chat Feature - Reps, Techs, and Internal Users Hits: 868 Vote: 0 Rating: 0
Setting up Auto Text to Rep and/or Tech When a Specific Work Order or Submission Status is Selected Hits: 3296 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