training-admin

  • Accessing 'Content Types'

    Note: If you are a user with 'Configuration User' permissions in your instance, you will be able to access the Configuration and Content Types section from front-end by going to SITE MGMT > Config: 

     

    If you are not a user with Configuration User permissions, follow steps 1 and 2 to access Config > Content types: 

     

    1. Login to ADMIN FastGem. This can be reached by adding /a to the end of your instance URL. For example, the link to the admin portal for our demo instance is demo.fastgem.net/a
    2. Click on the 'CONFIG' option at the bottom of the following list. 
    3. The 'Content Types' tab is the first tab on the upper horizontal menu on the following page. 
    4. Here, you can edit submission content, workflow statuses, automated texts, etc. Please contact FastGem Support if you are confused by any of the options on the Content Types page. 

  • Accessing & Utilizing the Action Logs

    **NOTE: THE FOLLOWING ARTICLE SHOWS YOU HOW TO ACCESS INDIVIDUAL ACTION LOGS. TO ACCESS ACTION LOGS FOR YOUR ENTIRE INSTANCE, PLEASE SEE HELP ARTICLE "REPORTING - ACTION LOGS." 

    **Note: It is now possible to add notes to existing action logs. For more information, please see THIS article. 

     ***Please note: depending on instance customization, your Customer, Work Order, and other list view pages may be located in different places, and named different things. Please contact a supervisor or FastGem support if you have difficulty finding the correct pages. 

    ***NOTE: THE FOLLOWING ARTICLE FOCUSES ON CUSTOMER AND WORK ORDER ACTION LOGS. KEEP IN MIND THAT ACTION LOGS EXIST FOR OTHER TYPES OF RECORDS, TOO, SUCH AS INVOICE RECORDS, PAYMENT RECORDS, REP/TECH PROFILE RECORDS, ETC., ETC. CUSTOMER AND WORK ORDER ACTION LOGS ARE USED AS EXAMPLES IN THE FOLLOWING ARTICLE BECAUSE THEY ARE THE MOST COMMONLY UTILIZED. 

    **Note: Action logs are searchable:

     

     

     

     

    Accessing Action Logs

    *Note: The Action Log data available for users to view differs depending on user permissions. Customer information is restricted to protect privacy/security. 

     

    From the Sales Reps' 'Sales' page:

     

    From Techs' 'Installations/Appointments' page: