Help Categories - FastGem CRM - Page #1

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FastGem Help Articles

List of articles in category FastGem Help Articles
Title	Hits	Vote	Rating
Problem: User Name not Appearing in Front End, Not Appearing in Rep/Tech List for Assignment	Hits: 711	Vote: 0	Rating: 0
Publish/Unpublish Reps/Techs	Hits: 781	Vote: 0	Rating: 0
Sensitive Information - Viewing Permissions	Hits: 1808	Vote: 0	Rating: 0
Resetting Your Password (Front End)	Hits: 2090	Vote: 0	Rating: 0
Enabling Mass User Creation in Front End	Hits: 2252	Vote: 0	Rating: 0
Adding & Assigning User Groups	Hits: 2668	Vote: 0	Rating: 0
Error Message: "Your account isn't set up correctly. Please contact support and tell them your 'ME' record is not set up correctly"	Hits: 4991	Vote: 0	Rating: 0
Batch: Mass Add Multiple Users to User Permission Groups (ADMIN)	Hits: 4679	Vote: 0	Rating: 0
Onboarding Users/Reps from Front End	Hits: 5247	Vote: 0	Rating: 0
Onboarding a New User in ADMIN (Backend)	Hits: 5587	Vote: 0	Rating: 0

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Subcategories

Accounts / Properties 1

Actions/Action Logs 2

Creating and Editing Users/Records/Groups 24

Equipment and Inventory 4

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 14

Leads and Customers/Submissions/People 11

Mass Update/Upload/Texting Tool 11

Menu Items: Creation, Display, and Organization 7

Misc/Multiple 25

Messaging/Communication in FastGem 11

Internal Communication (User-to-User(s)) 6

External Communication (User to Customer(s)) 3

RingCentral within FastGem 2

Overlay Tool and Provider Portals 12

Packages and Providers 4

Payroll 34

Misc Payroll Training 15

Commissions and Payplans 13

Promotions and Rep Adjustments 6

Quality Control/Follow Ups 5

Reconciliation 2

Reporting 6

Search Tools 3

Scheduling 3

Tasks 3

Timeclock 4

Work Orders (AKA Appointments) 7