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FastGem Help Articles

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List of articles in category FastGem Help Articles
Title Hits Vote Rating
Two-Factor Authentication: What to do when someone gets a new phone Hits: 79 Vote: 0 Rating: 0
Accessing & Utilizing the Action Logs Hits: 4338 Vote: 0 Rating: 0
Hiding Select People/Work Order Status from a Selected User Group Hits: 2979 Vote: 0 Rating: 0
Restricting a User by IP Address Hits: 21 Vote: 0 Rating: 0
Linking a User Record to an Existing Rep Record Hits: 30 Vote: 0 Rating: 0
Resetting Passwords for Other Users Hits: 3762 Vote: 0 Rating: 0
Deactivating/Disabling a user in FastGem Hits: 2581 Vote: 0 Rating: 0
Setting Permissions for Users Hits: 3636 Vote: 0 Rating: 0
Onboarding Users/Reps from Front End Hits: 4228 Vote: 0 Rating: 0
Problem: Rep/Tech Does Not Appear in Hierarchy Hits: 356 Vote: 0 Rating: 0

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Subcategories

Actions/Action Logs 1

Creating and Editing Users/Records/Groups 23

Equipment and Inventory 3

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 8

Leads and Customers/Submissions/People 9

Mass Update/Upload/Texting Tool 5

Menu Items: Creation, Display, and Organization 6

Misc/Multiple 22

Messaging/Communication in FastGem 10

Internal Communication (User-to-User(s)) 5

External Communication (User to Customer(s)) 3

RingCentral within FastGem 2

Overlay Tool and Provider Portals 11

Packages and Providers 4

Payroll 33

Misc Payroll Training 15

Commissions and Payplans 13

Promotions and Rep Adjustments 5

Quality Control/Follow Ups 5

Reconciliation 2

Reporting 6

Search Tools 2

Scheduling 3

Tasks 3

Timeclock 4

Work Orders (AKA Appointments) 6

Categories

  • Actions/Action Logs (1)

  • Creating and Editing Users/Records/Groups (23)

  • Equipment and Inventory (3)

  • Forms (0)

    • 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 (8)

  • Leads and Customers/Submissions/People (9)

  • Mass Update/Upload/Texting Tool (5)

  • Menu Items: Creation, Display, and Organization (6)

  • Misc/Multiple (22)

  • Messaging/Communication in FastGem (0)

    • Internal Communication (User-to-User(s)) (5)
    • 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 (15)
    • Commissions and Payplans (13)
    • Promotions and Rep Adjustments (5)
  • Quality Control/Follow Ups (5)

  • Reconciliation (2)

  • Reporting (6)

  • Search Tools (2)

  • Scheduling (3)

  • Tasks (3)

  • Timeclock (4)

  • Work Orders (AKA Appointments) (6)

Tags

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