View Time Log

Learn the basics for viewing and filtering workflows

5:11

View Grid Data

Configure your grid and columns, view and filter your data set.

3:21

Time Bill via the Resource Console

HR,

Time Bill against a Service Call, Project Task, Sales Opportunity via the Resource Console

2.18

Standard Toolbar for User by Job Role

Access quick launch tool bar items to commonly used forms based on your job role.

5:55

Set Up and Use Staging Locations

Purchasing,

Warehouse

Set up and use (optional) Staging Locations

6:56

Set Up a Sales Funnel Template

Set up a sales funnel template, make it available as the default funnel for a given Sales Opportunity > "Interest" field value (via General Codes)

6:17

Search Records and Navigate Form

Search Records and Navigate Form - a navigation tour for a new user

4:13

Seach with Wildcards

Search with wildcards to refine results, e.g. "%", "_", /"...

9:14

Sales Opportunity Form Key Fields

Sales Opportunity form: review of key attributes e.g. Interest, Close Date, Sale Type, Value, RMR...

2:03

Route Site Locations with Google Maps

8:30

Resource Console Overview

A general overview of the Resource Console.

3:18

Reminder Notification

Quick Search in Q360

Q360 Month End Procedures Overview

Accounting

Review Q360 Month End procedures - ensure all operational activities are recorded and system can automate corresponding financial entries in the period

6:87

Q360 Demonstration End to End Flow

Preview a demonstration of a sample end-to-end operational flow in Q360

22:35

Project Reports

View Project Reports: Project Status, Project Basic WIP, Labor Capacity Forecast, Project Labor Forecast, Project Hours Summary, Project Material Schedule Summary...

1:46

Navigate record sets

Navigate or skip to of your list of records in any form or report.

9:21

Navigate Q360

Explore Q360 Toolbar and Layout - a navigation tour for a new user

4:13

Multi-currency FX impact on Service Contract Invoice

Service Contract

Multi-currency FX impact on Service Contract Invoice (post invoice, post service revenue)

5:39

Multi-currency FX impact on Quote, Order, Invoice

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

3:15

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

4:24

Multi-currency FX impact on PO, Voucher

Purchasing

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

15:31

Manage Project Task Lists

Manage and monitor all tasks for a project

1:48

Link Documents

From any document grid, select one or more rows, and then drag them to a different document grid.

5:26

Invoice Print Queue 23.01

2:01

Group and Total Grid Data

Group grid rows into sets and total the sets

2:21

Filter Grid Data

Filter grids to refine the displayed data

3:01

External User Invoice Payments

Service

Customer Portal: External User views and pays Invoice with their credit card

4:20

External User Changes 23.01

1:09

Export Grid Data

Export grid data to Excel and PDF

9:26

End-to-End Flow: Customer RMA, Return to Vendor with Replacement

Service,

Warehouse

End-to-End Flow: Customer RMA, Return to Vendor with Replacement to send back to Customer

2:44

Email Options for Live Data Reports (Schedule LDRs)

General,

System Admin

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

7:17

Documentation – eAcceptance

Secure mechanism to request a digital signature from a Q360 contact via their email address. Option for a user with appropriate permission to a) request an "eAcceptance" from any document grid or print modal form, b) view document properties attributes relating to eAcceptance stats and history.

5:58

Customer Portal: External User Access to Reports, Dashboards

Service

Customer Portal: External User Access to Live Data Reports, Dashboards

3:24

Customer Portal: External User Access to Calls

Service

Customer Portal: External User Access to Calls (view, create, add event...)

3:50

Create Workflows from Scratch

Build workflows from the ground up

2:12

Create Service Coverage Hours Profiles

Service Contract

Service Contract Admin: Create Service Coverage Hours Profiles

7:21

Create Quote Item Section

Create Quote Item with Section(s) and Subsection(s) to organize line items

7:23

Create and Use Global Comments

General,

Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...

4:00

Create a Quick ICO