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
Accessing & Using Order Forms (Video)	Hits: 3772	Vote: 0	Rating: 0
Entering a Customer and Order into FastGem - Simple Overview	Hits: 549	Vote: 0	Rating: 0
Basic FastGem Overview for Instance Owners	Hits: 467	Vote: 0	Rating: 0
Basic FastGem Overview for Sales Reps	Hits: 535	Vote: 0	Rating: 0
Basic Payroll Navigation for Payroll Admins: Introduction	Hits: 352	Vote: 0	Rating: 0
Basic FastGem Overview for Technicians	Hits: 406	Vote: 0	Rating: 0
Basic FastGem Overview for Internal Users	Hits: 383	Vote: 0	Rating: 0
Problem: Large Transaction Declined in FastGem	Hits: 10	Vote: 0	Rating: 0
Attaching an Invoice Template to a Quick-Print Button	Hits: 103	Vote: 0	Rating: 0
How to Enable Post-Date Charging for Work Orders	Hits: 154	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