**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. 

 Accessing Action Logs from Rep's Sales Page or Techs' 'Installations/Appointments' page:

Accessing From List View: Navigate to Orders>Customers>Action Log (black book) Icon: 

Or, Orders>Customers>Eyeball Icon>Action Logs slider:

 **You can also view/edit/utilize action logs from other list views by navigating to Orders>Work Orders or Orders>Leads and following the same steps as you would in 'Customers/People'. 

NOTE: Some list views may have what appear to be two or more Action Log 'books' beside each other:

This occurs when the Action Logs are 'split.' The 'books' in the 'S' column are the action logs pertaining to the customer, or 'submission.' The 'books' in the 'WO' column are the action logs pertaining to the specific work order. The regular black 'books' are the action logs for that customer and work order combined. 

Accessing from within a Customer or Work Order record:

Manually Entering New Actions into Action Logs

 *Note: Your customer's record must have been saved before you can manually enter an action in the Action Logs. 

• Type in to search or scroll and select the 'Action Log Type' (i.e. Note, Inbound Call, Outbound, etc.):
• 
• Type in whatever notes you need to regarding the subject matter. Click save. The notes will permanently save in the action log 
• 
• Always be sure to 'Save' or 'Save & Close' your work before exiting the 'Edit' view. 

Striking Actions from the Log:

You can manually strike records from the Action Logs, if the option to do so is enabled in Admin (back end).

• To strike an entry from an action log, click 'View All Actions (For this Record)' at the bottom of the log list (highlighted in yellow below):
• 
• Strikeable Action Log entries will have a check box beside them in the 'Strike' column:
• 
• Once the box is checked, the action is 'struck' from the record (but will still be visible as a stricken action to users with Admin permissions).
• 
• To 'unstrike' an action, simply click the X in the 'Strike' column. 

Adding Templates to certain Action Log Types: 

It is now possible to add a pre-configured template (questions to be answered, etc.) to different log types. To configure your log templates, login to the Admin portal/backend of your instance (this can be reached by adding /a to the end of your instance URL. For example, the admin portal of our demo instance can be reached at demo.fastgem.net/a ). Next, click on Config from the main Admin menu:

From within Config, click on the Quality Control tab: 

Scroll down the page until you reach the list of Action Log Types (IMPORTANT: DO NOT DELETE ANY LOG TYPES FROM THIS LIST). For each log type, there is the option to add questions/labels into a 'Template': 

Once you've added the desired text to your log template, make sure you Save the configuration page. In the front end, when  you select the log type from the Type dropdown, your template will load into the log text box: 

**Communication tools also exist within the Actions section. For more information on communication via Actions, please see help articles "Sending a Text Message to a Customer/Lead Manually from FastGem" and "Messaging a User/Group in FastGem, and Receiving/Replying to Messages." When a customer responds to a text message sent from Actions, it will also appear in the QC log (Quality Control tab)

**To configure permissions, texting templates, and action types/labels for the Action Log, you must have administrative permissions. Login to back end (ADMIN) FastGem, go to Config>Quality Control to add/remove/edit action types, to control who can see what types of actions in the logs, and to define which log types are strikeable.Go to Config>Twilio to edit texting templates. 

IBOs and Internal Users with 'Can View Payroll Projection' permissions can now view projected pay as well as finalized pay for work orders from within work order records as well as from within submission records. Of course, when accessing projected and/or finalized payroll, non-internal users with the 'Can View Payroll Projection' permission will only be able to see the payroll records pertaining to themselves and those below them in their team.  

To access Projected/Finalized Payroll from within a work order record: 

Navigate to Orders>Appointments/Work Orders (this may be called something different or be located in a different place depending on your instance's customization), open a specific  work order, and expand the 'Payroll' tab on the right hand slider menu. 

You will see the pay projected for this work order for those users you have permissions to view. 

This will show as long as there is a package and rep/tech assigned to the work order, and the work order has not been finalized in Snapshot Payroll yet. If it has been finalized, then instead of this projection, you will see a 'view payroll' button where you can view the payroll(s) associated with this work order. 

If for some reason only some of the payroll payments associated with this work order have been finalized, you will see both a 'view payroll' button and a payroll projection. 

To access Projected/Finalized Payroll from within a customer record: 

Navigate to Orders>Customers or Orders>Leads (this may be called something different or be located in a different place depending on your instance's customization), open a submission record, and expand the 'Work Orders' tab on the right hand slider menu. 

From within this section, find the work order you wish to see payroll/projected payroll for, expand if necessary, and scroll down beneath the work order details until you see 'Payroll Projection':

This will show as long as there is a package and rep/tech assigned to the work order, and the work order has not been finalized in Snapshot Payroll yet. If it has been finalized, then instead of this projection, you will see a 'view payroll' button where you can view the payroll(s) associated with this work order. 

If for some reason only some of the payroll payments associated with this work order have been finalized, you will see both a 'view payroll' button and a payroll projection. 

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

ACCOUNT REVENUE and PAYMENTS: 

Within an account record, you will see 'Total Account Revenue' and 'Total Account Payments' fields.

Total Account Revenue is the combination of all business commissions from orders associated with the account that have been cleared through payroll and had a reconcilation report created for them. Note that the revenue amount will be based on the Expected amount on the reconciliation reports, rather than the actual amount recieved on that work order at any given time from a Provider. 

Total Account Payments is the combination of all payments/rep adjustments to reps/lead reps/techs/referrers for work orders associated with the account that have been cleared through snapshot payroll. Note that Chargeback rep adjustments will be factored into Total Account Payments as soon as the applicable order is charged back, without having been finalized through payroll. (Note that if you want referrers/leasing agents to be automatically charged back you must toggle "Chargeback Referral Fee" to YES in their rep profile). 

Account revenue, payments, and Chargebacks:

When a work order is charged back, the system can automatically update Total Account Revenue to reflect the chargeback amounts. If you would like this to happen then head to the backend of your instance (add /a to the end of your instance address. For example, demo.fastgem.net/a) and click Config. Then, click the Payroll tab. Toggle 'Unpublish Recon and Biz Revenue on Chargeback' to YES. (This will also unpublish the existing reconciliation report that reflects the amount earned from the Provider for this sale). 

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

Using the new Accounts/Properties feature in FastGem, you can easily track portfolios, properties/accounts under those portfolios, leasing agents at those accounts/properties, your reps that sell to those accounts/properties, and orders within those accounts/properties. 

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

CREATING/ACCESSING INDIVIDUAL ACCOUNTS:

To access your accounts, head to ORDERS > Accounts (this may be somewhere slightly different for you depending on your instance's customization): 

Click 'Add Item' to create a new account. Enter the Account Name, main address, any associated Providers, Tags, and Contact Person information (for more information on Contact Roles in accounts, click HERE), as well as any custom data: 

This new account will automatically be added to the profile of whichever rep creates it. 

Note: Tags can be used to track a Portfolio that includes multiple accounts/properties. You can search Person records and Work Order records as well as Accounts themselves by Account Tag to see only orders pertaining to specific Portfolios: 

 MASS UPLOADING/UPDATING ACCOUNTS/PROPERTIES:

You can also mass upload/update Accounts/Properties using FastGem's Mass Upload/Update feature. Simply select the format 'Accounts/B2B/Properties/MDU' from the format dropdown in the 'Upload Account Info' tab of the Mass Upload/Update tool: 

Note that if mass uploading accounts, Status, Providers, and Tags must already exist in FastGem and be spelled the same.

ID is used as the identifier for accounts when mass updating existing accounts in FastGem. For more information on mass uploading/updating Account info, seeTHISarticle. 

 For further questions regarding accounts/properties, please see our help articles or contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

 ADDING CUSTOMERS/ORDERS TO AN ACCOUNT/PROPERTY: 

Option 1: You can add a new customer and order record to an account/property record from within the account itself by opening either the 'Account Persons' or the 'Account Work Orders' slider and clicking 'Add Item' from there: 

Option 2: You can add an account to an existing customer/lead from within the person record: 

Once attached, you can filter your customers and work orders list by Account using the Search tools: 

You can access a list of all customer/lead records attached to the account by clicking 'View All Details' from within the 'Account Persons' slider within the Account record itself: 

Or access a list of the work orders attached to the account by clicking 'View All Details' from within the 'Account Work Orders' slider within the Account record itself: 

ADDING CONTACTS TO AN ACCOUNT/PROPERTY: 

You may want to differentiate between customers and contacts attached to an account/property.

For example, if you are selling internet services to an Apartment Complex, you will need a way to track sales to the person/family living in each apartment unit, which can be done as shown above by using the Account Persons (and Account Work Orders) slider within the Account/Property record. However, you will likely also want to keep track of any individual persons managing the Apartment Complex itself, which is when you would use the 'Contact Roles' slider: 

Under Contact Roles, you can toggle the option to either 'Associate Contact' or 'Create New'. If 'Create New' is chosen, you will be able to create a new person record from within this slider. If 'Associate Contact' is chosen, you will simply need to click the dark blue list button beside the Contact field to select a Person record from your existing person records within FastGem, then select their Role and click 'Associate Contact':

Contacts can be separated from Customers/Leads if necessary using status, menu items, etc. For more information on Contacts, click HERE. 

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

Please watch this short video for instructions on how to upload your company logo to your FastGem instance home page: 

To prevent the creation of duplicate person records, FastGem can allow sales reps to view and add work orders to existing person records, even if those existing person records are already assigned to another rep. If you would like this feature turned on for your instance, please contact FastGem Support. 

HOW IT WORKS: 

A rep entering contact information for a new lead will see a notification of a possible duplicate record in the system, if entering information the system recognizes as pre-existing. Reps can then click directly on the name of the possible duplicate:

In another tab, the existing person record will open. Reps can view but not edit the existing person record, assuming it is not assigned to them or someone in their downline. Reps can click 'Add Work Order' on the existing person record to create a new work order:

Instead of assigning a task to an individual rep/user, you can assign a task to an entire department. So, when you assign the task, everyone assigned to the department you've selected will receive a notification that the task needs to be completed on the due date, and that task will appear in their 'My Tasks' list. 

If you would like users or lead reps to receive email reminders of their tasks, ask Support and we will gladly help you set those up. 

Assigning from List View/Action Logs: 

From Customers or Work Orders Tab List View, click on the 'Action Log' icon (Black book icon) 

Next, click on 'Create Task.'

 Assigning from Person Record/Action Logs: 

From Customer/Work Orders Tab 'Edit' View, click on 'Actions' in the right hand expandable menu. 

Click on 'Create Task.' 

3. Fill out the necessary fields (as applicable), and select a department in the department dropdown selection. 

Any user/rep who is assigned to the selected department will have access to the task, and will receive a notification that this task needs to be completed. You can decide whether you want the alert to show immediately, or only once the due date for the task has arrived (This can be configured in the Admin portal of your instance by going to Config> Content Types > Tasks. If you need help, just let FastGem Support know).

You can assign tasks to other users in FastGem, and tie them to specific customer records as well. 

Note: If you would like users or lead reps to receive email reminders of their tasks, ask Support and we will gladly help you set those up. 

From the Leads, Customers, Accounts/Properties, or Work Order 'List' view, click on the 'Book' (Action Log) icon. 

You can also access the 'Create Task' feature by entering a person's record, a property record, or work order record and clicking on 'Actions.' 

Click on 'Create Task'. Select a User from the dropdown provided, set a due date, and type in the task description. Click 'Save.'

If this is assigned from the Work Order or Submission page, it will automatically be tied to that order as well as the person. 

The task will show up when the assigned user logs in and clicks 'My Tasks' or when an Internal User clicks 'Rep Tasks' (This may be called something different in your instance).

An alert will also appear for the user assigned the task letting them know they have a task to complete. You can decide whether you want the alert to show immediately, or only once the due date for the task has arrived (This can be configured in the Admin portal of your instance by going to Config> Content Types > Tasks. If you need help, just let FastGem Support know).

They can then click on the MY TASKS (it's a hyperlink) and it will take them directly to the MY TASKS list view to view assigned tasks.

NEW: When a task's due date has arrived, you will see due tasks listed on your homepage beneath the logout button, with an option to complete or to 'Snooze' a task for a day as well: 

Once a task is complete, the assigned user or an internal user can change the status to reflect.

Task records will appear in applicable Action Logs, as well.

 FOR INTERNAL USERS:

Internal users can click on the 'Tasks' menu item and 'Task Management' to edit/assign Tasks in FastGem as well.

From this page: 

Click to edit or view an existing task, or click on 'Add item' To Create a New task. Make selections in the User Dropdowns, select a due date, status, etc. You have the option to attach this task to a customer record or Work Order as well. 

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

 After your accounts have been created (see THIS article for instructions), you can attach leasing agents/reps to them. 

ATTACHING REPS AND/OR LEASING AGENTS TO AN ACCOUNT: 

Option 1: You can add a brand new rep or agent record from the account itself using the 'Add Item' button in the Account Reps section. Make sure to set the new rep Type as either 'Leasing Agent' or 'Rep/IBO', and to assign them the correct payplan if necessary: 

Note that reps and leasing agents added this way will not be users who are able to log in. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

Option 2: You can mass upload reps/leasing agents attached to an existing account using the Rep Data tab of the Mass Uploads/Update tool.

Make sure to set the type as Leasing Agent or Rep (Rep Types must already exist in your instance), and to spell the Pay Plan and Account Name correctly. For more information, check out THIShelp article. Note that reps and leasing agents added this way will not be users who are able to log in. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

Option 3: You can mass add users as reps (or leasing agents, though normally leasing agents do not need to be users) attached to the account using HR > Create User feature: 

As above, make sure to select the correct Type and Pay Plan. For more information on mass adding users, please see THIS help article. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

Option 4: You can assign an account to an existing Leasing Agent or a Rep by going either to HR > Leasing Agents or HR > Rep/Tech Profiles (these may be in a slightly different place or named something slightly different in your instance if it has been customized) and editing a rep or agent record: 

 (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

Please send any questions to This email address is being protected from spambots. You need JavaScript enabled to view it.. Thank you! 

BLACKLISTING:

If you want to prevent a person's record from being processed for any reason, simply toggle 'Blacklist' to YES at the bottom of their customer record in Edit mode and click Save: 

If you do not see the Blacklist toggle as an option, contact FastGem support and we can add it for you. 

UNDOING BLACKLIST STATUS:

Once a customer is blacklisted, they can no longer be accessed in front end. In order to undo their blacklist status, an Admin must log into the Admin portal (backend) of your instance. Your Admin portal can be reached by adding /a to the end of your instance home page address. For example, the Admin portal address of our Demo instance is: demo.fastgem.net/a

Once logged into the Admin Portal, click on 'Persons' in the main Admin menu (Note: 'Persons' may be called 'Submissions' instead, in older instances): 

In your Persons list, click the name of the person you wish to un-blacklist to enter their record (you can use the search tools to filter your person records just like you would in front-end FastGem). 

Once in your blacklisted person's record in backend, toggle Blacklist to NO and Save&Close the record. 

You should now be able to access the person's record in front end FastGem as normal. 

Please contact support with any questions: This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem! 

With FastGem, you can create custom fields across multiple different record types, in order to track data specific to your instance. 

To access Custom Fields, login to the admin portal (backend) of your instance. Your admin portal can be reached by adding /a to the end of your instance URL. For example, the admin portal of the demo instance is: demo.fastgem.net/a

Click 'Config' from the main menu in backend: 

Next, click on the 'Custom Fields' tab (far right): 

From this page, you can create custom fields which will appear in front end FastGem, for multiple different record types. Custom Submissions Fields will appear on customer and lead records, Custom WO Fields will appear on work order records, Custom Yard Fields will appear on inventory records, Custom Rep Fields will appear on rep/tech/agent records, Custom Account Fields will appear on account/property records, Custom Invoice Fields will appear on invoice records, Custom Opp Fields will appear on opportunity records, and Custom Ticket Fields will appear on ticket records.

Under each field type, you will see details on any pre-existing custom fields, along with the option to Add a new custom field to the record type: 

Use the small downwards arrow button beside each field to expand and see more detail/edit the custom field: 

When adding a new custom field, the Name for the field should not include spaces. Use an underscore (_) to separate words in the field name if necessary. (DO NOT USE THE SAME NAME HERE AS ANOTHER DATABASE FIELD IN FASTGEM, THIS WILL BREAK THAT FIELD, e.g., primary_phone) The field Label is what will appear in the FastGem front end as the field label. You must select a Type for your custom field (Types are explained below). The field Description is for admin use if wanting to leave notes on the purpose of the field. Depending on Type selected, the other configuration options for the field may change (more details below). The meanings of the checkboxes at the bottom of the custom field configurations are explained below. Use the small up and down arrows on the right side of your custom field to move it around in relation to the other custom fields, and use the red Trash can item to delete:

Field types and what they do: 

Text type fields will create small text boxes in front end FastGem.

Text Area fields will create large text areas in front end.

Number type fields will create small text boxes that only accept numbers in front end (The Min and Max options that appear when the Number type is selected define the minimum and maximum numbers allowed for that field).

Calender (Date) and Date (ccdate) type fields will both create a calendar date picker option in front end (the Format option that appears when a Date type is selected defines the format in which the date will be stored: day-month-year, etc.).

Dropdown (cclist) type fields will create a dropdown field in front end. Selecting the Dropdown type will open an OPTIONS sub-section in the field definition, where you can enter multiple options to appear in your dropdown in front end. Value and Label for each option in the dropdown should match. The 'include empty first option' checkbox will configure the dropdown so that there is an empty option for selection:

Checkbox (single) type fields will create a single checkbox in front end (The Value option that appears when the Checkbox (single) type is selected will default to 1 and should be left as 1).

Checkboxes (multi) type fields will open an OPTIONS sub-section in the field definition, where you can enter multiple different checkboxes and their labels, which will appear grouped together in front end FastGem. The Value of each individual checkbox added here should be 1: 

Subform (nested) type fields create a button in front end FastGem that, when clicked, displays the nested sub-form fields defined in the NESTED SUBFORM FIELDS sub-section pictured below. This NESTED SUBFORM FIELDS section appears in the field definition when the Subform type is selected. The Inner Data by Every field controls how many sub-form fields will display per line in front end. The Add New Text field defines what the button in front end (that, when clicked, displays the sub-form fields) will be labeled. Click the blue 'Add Inner Field' button to create and define your sub-form fields, as you would a normal custom field.  

The example Subform (nested) type field pictured above, will look like this in front end FastGem:

Note the Text and Checkbox type fields that appear as configured when the button labeled 'Add Line Info' is clicked. 

Explanation of Checkboxes at the Bottom of Custom Field Configurations:

At the bottom of your custom field configurations, you will see a row of checkboxes. Checking these boxes will further define the custom field's capabilities: 

• 'Display in Excel' means that this custom field is exportable to csv file.
• 'Display on List' means that a column for that custom field will appear on the List View of whatever Record Type the custom field is attached to (If you have checked the 'Display on List' box but do not see the column appear in your list view, please contact FastGem support).
• 'Include in Search' is for Text, Text Area, and Number type fields, and makes the custom field value searchable when typed into the Search bar in front-end.
• 'Include in JSON Filter' is for fields with pre-defined values (Dropdown type fields), and adds a Search Filter field to the Search Tools dropdown in front end.
• 'Sortable' is for custom fields that have 'Display on List' checked; it defines whether or not users in the front end can click on the column header for the custom field in the list view, and sort page results by the value in that field. 
• 'API Field' defines whether the field will be API compatible. 
• 'Required' makes the field a required field (cannot save record if empty). 
• 'Hide Time' appears if the field type selected is Calendar. This will prevent a timestamp from being appended to the date selected in the custom field. 

For further questions regarding custom fields in FastGem, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Check out important announcements within your instance by navigating to the Bulletin Board (This may be called something slightly different such as 'Info Board,' and/or be located in a different place, depending on your instance's customization):

Articles and announcements can be accessed from the Bulletin Board by clicking on their titles.

FOR ARTICLE EDITORS ONLY:

If you have 'Article Editor' permissions, then you will see the option to edit these Bulletin Board entries, or to create new ones. To create a new entry on the Bulletin Board, click the 'New' button. 

Enter your chosen Title and Text:

Click 'Save'!

You should see an 'Article Submitted' message at the top of your screen, and your new entry will appear in the Bulletin Board list:

For additional questions, please contact FastGem support at (504) 298-4767 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!

With FastGem's Address Verification tool, you can quickly check the service availability for a lead or customer's address with the click of a button! Ask FastGem support to turn this feature on for you if you are interested. 

NOTE: You must have a BundleDealer account in order for this tool to be enabled. If you do not have a BundleDealer account but you have a SaraPlus account instead, see THIS article. 

How it works: 

While in Edit mode in a person record, ensure you have correctly entered the person's address, and then look for an 'Offers' button next to the customer's zip code field: 

Clicking on this 'Offers' button will open a new tab, wherein you can see details on all available provider offers for this address: 

You can also use the Filter on the right of the screen to limit your results: 

The following article assumes you have logged into FastGem Canvas successfully. If you would like instructions on logging into FastGem Canvas for the first time, see THIS article. 

From your Profile pages, you can set/re-set your password, edit your account information, select your FastGem instance (or switch between chosen instances), and set your notification preferences. 

To access 'My Profile', click the Menu icon (three horizontal lines) in the upper left corner of your page, then click 'My Profile' at the bottom of the page, highlighted below: 

 From within your Profile page, you can review your Account Information, edit your information, and change/set your password: 

From within your 'My Notifactions' tab, you can specify when and how you would like to receive notifications and reminders from FastGem Canvas (email, text, push, and/or in-app): 

From the 'FastGem Instances' tab, you can view all instances you have connected to, add a new instance, and switch between instances (this is only applicable if you use more than one FastGem instance (rare): 

To create and manage Routes, hover over the 'Route' button and click 'Manage Routes': 

The Manage Routes page will display a list of territories (areas), which you can filter by assigned rep or search for by name. If you have the permissions to see territories (areas) outside of those assigned to you, you will see three checkboxes at the top of the page to help you filter your results: "Show only my territories", "Include archived", and "Show unassigned territories."

Click on the territory (area) for which you wish to build a route (or view the existing route, if one has already been created). 

The next page will be a kanban-style page with several 'columns'. There will be a column for each rep that is assigned to the area. There will also be a 'Pending' column, for addresses in the area that are yet to be assigned to a rep, and a 'Completed' column, for addresses in that area that have successfully generated a sale (work order created). To add a rep to the area from this page, click 'Add Rep' and then select the rep's name. You will see a new column appear on the page for that rep: 

To remove a rep, click the X beside their name where they are listed at the top of the screen. 

To add an address from within the selected Territory (Area) to this route building page, click the 'Add Address' button. You can search for specific addresses here or scroll through the options. Selected addresses will populate in the Pending column on the far left of the page, with their current disposition displayed above the address: 

Drag-and-drop an address from the Pending column to any of the rep columns (or from one rep's column to another) to assign it to that rep's route: 

Note that if a Rep is currently using their route and has selected a territory to Navigate to, that is shown in blue above the address ('Navigating here').

Click directly on an address to see basic info on it: 

To search for an address that has already been added to your route (to see who it is assigned to, its disposition, etc.), use the search bar in the upper right of the page:

Once an order has been placed for an address, it will automatically be moved to the Completed column in your route. 

If you are an Admin in FastGem Canvas, then you will have permissions to change configurations for your company's FastGem Canvas app. 

After you have logged into your Canvas app, click the Menu button (three horizontal lines) in the upper left corner of the page, then click 'Settings', highlighted below: 

GENERAL SETTINGS: 

Whether the record you are working with is a person record (customer/lead), an account/property record, or an opportunity record, you may wish to attach multiple 'contacts' to that record. 

A 'contact' is a person record just as a customer/lead record is a person record. Contacts can be separated from your other customer/lead records if necessary using Statuses, etc. (Ask FastGem support for assistance if needed). 

You can add a Contact to a person, account, or opportunity record using the Contact Roles slider. Under Contact Roles, you can toggle the option to either 'Associate Contact' or 'Create New'. If 'Create New' is chosen, you will be able to create a new person record from within this slider. If 'Associate Contact' is chosen, you will simply need to click the dark blue list button beside the Contact field to select a Person record from your existing person records within FastGem, then select their Role and click 'Associate Contact':

  CREATING ACCOUNT TAGS/STATUSES: 

 Login to ADMIN FastGem (Back end). Click on 'Config' option.

The 'Content Types' tab is the first tab on the upper horizontal menu on the following page. 

From within the Accounts slider in the Content Types tab of Config, you can click to Edit existing Tags and Statuses or add new ones. 

 Don't forget to click Save when done!

 For further questions regarding accounts/properties, please check out our help articles or contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!