training-internal users

  • Accessing & Using Order Forms (Video)

    NOTE: WHEN A POTENTIAL CUSTOMER SUBMITS AN ORDER FORM (OR A REP/PROCESSOR SUBMITS A FORM ON THEIR BEHALF), A LEAD RECORD WILL BE AUTOMATICALLY CREATED FOR THEM IN FASTGEM. THEIR SALES REP WILL BE AUTOMATICALLY ASSIGNED AS THE REP LINKED TO THE SUBMITTED ORDER FORM. 

    NOTE: THE INFORMATION SUBMITTED VIA ORDER FORM WILL APPEAR IN A LEAD/CUSTOMER RECORD UNDER 'SUBMISSION DATA.' 

  • Accessing and Completing Your Assigned Tasks in FastGem

    If you've been assigned a Task by a FastGem user, then the next time you log into your FastGem instance, you will see a pink bar near the top of your screen, alerting you that you have unfinished tasks. 

    To access your assigned Tasks, you can click directly on the 'My Tasks' hyperlink in the red bar, or you can hover over 'Inbox,' hover over 'Tasks,' and click 'My Tasks' from the menu bar (This may be in a slightly different place depending on your instance's customization). 

    Once you have accessed your 'My Tasks' page, you can view the details of the tasks you have assigned to you, with any notes from the assigner displayed for your reference. To see more details, you can click on the Action logs, click on the Task Description, or click on the 'eyeball' icon, or you can add notes/edit the task using the 'pen and pad' Edit icon. 

     

     

    Once you have completed the task, you can change the Task Status using the status dropdown from the list view, or change the Task Status from within the task record. 

     

     

     

     

     

    Once you have marked the task complete, it will appear in the applicable Action Logs. 

     

    Thank you for using FastGem!

     

  • Adding & Assigning User Groups

    When adding new users from FastGem's main site, you can now assign pre-set user permissions to your new users/reps when you onboard them, using our 'User Groups' feature. This article will explain the process of creating/customizing these user groups, and assigning them to newly on boarded reps/users. 

    User Groups are pre-configured sets of permissions, to allow for easy permission assignment when onboarding users in front-end FastGem. It also allows you to assign your employees out-of-the-ordinary permissions (for example, you can assign simple reps certain permissions that would normally be reserved for Internal users, without assigning them the broad Internal User permission itself).

     

    User Groups/Customizations must be made from the Admin portal. 

     

    CREATING/CUSTOMIZING USER GROUPS: 

    1. Login to admin portal. 

    2. From the main control panel, click on 'Config'

    3. On the 'Config' page, click on 'User Groups' tab. (NOTE: If this tab is blank, please contact FastGem Support, so the feature can be enabled.) 

     

    4.Click on the green 'Plus Sign' icon. In the 'Label' field, type in the preferred name of the User Group you are creating. (We have chosen 'Special Reps' for our test name. ) If you need to add additional User Group Labels, just click the icon again and type the preferred name as mentioned above. 

    5.Click on the 'Plus Sign' icon underneath 'User Groups' to add a new User Group. In the dropdown that appears, select The permission you would like the new User Group to have. For each new permission that needs to be added, just click the Green plus sign and repeat this step until all necessary permissions are added. If you need to delete a line, field, or group label, click on the red 'minus' icon

    6. To rearrange the order in which the user groups display in 'Rep Records' in the main FastGem site, you can click the blue 'Directional' icon and drag the entire line, label, and group to the placement/order you would like for it to appear in the front end dropdown. 

     

    To access User groups on the Main FastGem site, Go to Reps>Create User. From the 'Create User Menu,' look for  'User Groups' drop down. The above  steps is how you will edit, add, or customize the contents of this menu.

     

     

     

  • Adding a New Package to FastGem and Order Form

    *You must have Internal User Permissions to access this feature! 

    Added packages appear in the Package Dropdown box in 'Work Orders' when you add a work order to your customer records. 

    Packages also track commission and (when driven by PHP code), will appear on your order form as well. 

     

    1. From your FastGem homescreen, go to Resources>Packages on the menu bar. (Do not click on any extensions of 'Packages'. Click Directly on 'Packages'.) (Depending on your instance customization, the "Packages" menu item may be in a different place for you.)

    2. From the 'Packages' page, click on the 'Add new item' Icon as shown below. 

    3. The way you enter package data here will carry over onto your order form. The 'Label' field should contain the name of the package (e.g. AT&T Entertainment). The 'Description' field will appear on the order form inside of parenthesis, and should contain a brief description. The 'Cost' field should contain the cost of that particular package.

    As an Example, we are adding the AT&T TV package, 'Entertainment', which comes with 65+ channels, and the cost of that package is $59.99/month. So, in the 'Label' field, we will put 'AT&T TV ENTERTAINMENT'. In the 'Description' field, we will type '65+ Channels', and in the 'Cost' field, we will type '59.99'. (No dollar sign will be needed, as FastGem autopopulates the currency symbol for you.)

    In the dropdown box labeled 'Provider' we will select AT&T TV.  (If you do not see the Provider you need, please contact a supervisor or FastGem support). If your order forms are set up for the provider you are adding a package for, you can select 'Yes' in the 'Include on Form' dropdown box, if you'd like for this package to display on your order form as an option.

    You can also set up flat fees, or set holdbacks and a standard commission plan for this package by selecting 'Yes' in the 'Commission Based Package' dropdown, or just leave it as 'No' if you don't wish to set up a commission plan. You can always go back and edit that later if you need to. (Please see help article "Editing Commission Details" for more information on adding commission plans for packages) . 

     

    4. Click 'Save' when you are finished. The package is now available amongst all of the packages. You can now assign this package to a work order. 

     

     

     

     

     

  • Adding Individual Inventory and Equipment to FastGem

    **For information on Mass Uploading inventory and/or equipment into FastGem, please see help article "Mass Upload/Update/Texting Tool, and Mass Updating from List Views."

     

    NOTE: Within FastGem, 'Equipment' refers to types of equipment which you may not have on hand at any given time, but you know the basic specifications for (e.g., a 'Satellite Dish'). 'Inventory' is the equipment that your company has actually purchased, with specific identifiers for tracking (e.g., Satellite Dish with Serial Number 6893546). Having an Equipment Catalog makes uploading new Inventory much easier, because you don't have to upload the basic specifications for each piece of inventory each time: instead, you simply designate it as a certain type of equipment, and the details of that equipment type (vendor, category, description, etc.) are tied to it automatically.

     

    INVENTORY:

    Navigate to your 'Inventory' list view (This may be called something slightly different or be located under a different menu item, depending on your instance's customization):

     

    From your 'Inventory' page, click 'Add Item.' (You can edit a piece of inventory from this page as well, or use the Mass Update tool to edit several pieces of inventory at once.)