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  • Accounts / Properties (B2B Instances) (5)

  • Actions/Action Logs (2)

  • Creating and Editing Users/Records/Groups (24)

  • Equipment and Inventory (4)

  • FastGem Canvas (16)

  • Forms (0)

    • Building/Editing Forms (Admin/Backend) (24)
    • Tech Forms (Front end) (2)
    • Customer Verification Forms (Front End) (1)
    • Order Forms (Front End) (1)
  • Getting Started (29)

  • Invoicing and Payments (17)

  • Leads / Customers / Submissions / People / Contacts (14)

  • Mass Update/Upload/Texting Tool (13)

  • Menu Items: Creation, Display, and Organization (8)

  • Misc/Multiple (1)

    • Misc Integrations (Non-Communication) (5)
    • Solving Common Problems (6)
    • How-To: Various Features and Tools in FastGem (24)
    • Written Video Overviews (4)
  • Messaging/Communication in FastGem (0)

    • Internal Communication (User-to-User(s)) (10)
    • External Communication (User to Customer(s)) (5)
    • Phone System Integration within FastGem (5)
    • Outlook Integration with FastGem (2)
  • Opportunities (1)

  • Overlay Tool and Provider Portals (12)

  • Packages and Providers (5)

  • Payroll (0)

    • Misc Payroll Training (17)
    • Commissions and Payplans (13)
    • Promotions and Rep Adjustments (8)
  • Quality Control/Follow Ups (6)

  • Reconciliation (2)

  • Reporting (11)

  • Search Tools (3)

  • Scheduling (3)

  • Tasks (4)

  • Timeclock (9)

  • Work Orders (AKA Appointments) (7)

  • Retail Mode (17)

  • DSI (0)

    • DSI for Dealers (8)
    • DSI Internal Only (4)

Tags

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

FastGem Help Articles

Filters
List of articles in category FastGem Help Articles
Title Hits Vote Rating
AI Insights Hits: 2510 Vote: 0 Rating: 0
DSI Home Screen Dashboard Hits: 3285 Vote: 0 Rating: 0
Disputing Orders from within DSI Hits: 3629 Vote: 0 Rating: 0
Disputing DSI Orders from Within Your Own FastGem Instance Hits: 3393 Vote: 0 Rating: 0
ORDERS Menu in DSI Hits: 3456 Vote: 0 Rating: 0
Viewing DSI Comms from within your own FastGem Instance Hits: 3144 Vote: 0 Rating: 0
DEALERS Menu in DSI: DSI Internal Hits: 3087 Vote: 0 Rating: 0
Dispute Handling: DSI Internal Hits: 3161 Vote: 0 Rating: 0
Onboarding Users in DSI Hits: 1267 Vote: 0 Rating: 0

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Subcategories

Accounts / Properties (B2B Instances) 5

Actions/Action Logs 2

Creating and Editing Users/Records/Groups 24

Equipment and Inventory 4

FastGem Canvas 16

Forms 28

Building/Editing Forms (Admin/Backend) 24

Tech Forms (Front end) 2

Customer Verification Forms (Front End) 1

Order Forms (Front End) 1

Getting Started 29

Invoicing and Payments 17

Leads / Customers / Submissions / People / Contacts 14

Mass Update/Upload/Texting Tool 13

Menu Items: Creation, Display, and Organization 8

Misc/Multiple 40

Misc Integrations (Non-Communication) 5

Solving Common Problems 6

How-To: Various Features and Tools in FastGem 24

Written Video Overviews 4

Messaging/Communication in FastGem 22

Internal Communication (User-to-User(s)) 10

External Communication (User to Customer(s)) 5

Phone System Integration within FastGem 5

Outlook Integration with FastGem 2

Opportunities 1

Overlay Tool and Provider Portals 12

Packages and Providers 5

Payroll 38

Misc Payroll Training 17

Commissions and Payplans 13

Promotions and Rep Adjustments 8

Quality Control/Follow Ups 6

Reconciliation 2

Reporting 11

Search Tools 3

Scheduling 3

Tasks 4

Timeclock 9

Work Orders (AKA Appointments) 7

Retail Mode 17

DSI 12

DSI for Dealers 8

DSI Internal Only 4