6:57

Setup multi-currency and FX

Accounting,

System Admin

Setup multi-currency and foreign exchange ("FX") rates, accounts, configdata...

4:29

Setup External Users to Access Customer Portal

Service,

System Admin

Setup External Users to Access Customer Portal and what they can see and do once logged in

3:49

Set Up Company Logo

System Admin

Set Up Company Logo to display on reports (quote, order, invoice, purchase order...) and External Payment Link (if configured and applicable)

2:37

Review Service Call Events

Service

Review Service Call Events from Call Form or Event Q

2:06

Resolve a Record Lock

System Admin

Address record locking issues.

1:43

Modify a Permission Group

System Admin

Modify existing permission groups.

3:45

Manager Approve Employee Time Off Requests

Time off

Manager approve or deny employee's request for Time Off

2:13

Import Map Builder – Download Template

System Admin

From Import Map Builder: Download Template (spreadsheet with column headers for use as a data import sheet) for selected Map Types

2:14

HR Time Request Overview

Time off

Request and authorize leave time, and view the status of requests

3:15

HR Approve Employee Time Off Requests

HR,

Time off

HR approve or deny employee's request for Time Off, after Manager approval granted

3:12

Employee Submit Time Off Request

Time off

Employee create and submit a Time Off request for Manager and HR approval

4:16

Employee Find, View Time Off Requests and Schedule

Time off

Employee find and view Time Off request status and their overall schedule

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.

1:55

Edit a Problem Code

System Admin

Edit Problem Code values that populate the Service Call "Problem" drop down list.

2:23

Edit a General Code

System Admin

Edit General Code values that populate drop down lists.

5:00

Define a User’s Permissions

System Admin

Configure User's permissions using two methods; via user groups and individual permissions.

4:55

Define a User’s CompanyNo(s), Branch(es), Job Role(s)

System Admin

Define a user's branch, company or job role.

2:51

Customize Live Data View and Report

System Admin

Customize Live Data Views and associated Live Data Reports in core portions of Q360 using customizable data source administration options.

4:00

Customize Grid

System Admin

Extend a grid with extra columns to display data not visible by default

3:42

Customize Core Grid

System Admin

Customize columns in core portions of Q360 using options on the new “Grid Columns” tab and the enhanced “Related Tables”/”Grid View Columns” tabs.

3:49

Create and Use Auto Add Rules with Quotes

Accounting,

Sales,

System Admin

Admin: Define rules to automatically add additional Quote item(s), MasterNos, on 'Save Quote' based on criteria, e.g. Quote Sale Type, Master Item Type(s) on Quote...

8:00

Create an Email Alert Template

System Admin

Setup the alert conditions for an email notification along with the template details

3:33

Create a Permission Group

System Admin

Create a Permission Group.

2:50

Create a New Sale Type (Unified Type)

Sales,

System Admin

Create a new Sale Type (Unified Type) from Maintenance > General Codes

13:56

Create a Live Data Report

System Admin

Create a Live Data Report ("LDR") via "Design SQL" tab: select and format output columns, define report filters...

2:45

Assign Permissions to Create Live Data Reports

System Admin

Assign Permissions to allow Creation of LIve Data Report(s), Access Data Source and Grant RUNSQL Permission.

4:33

Assign Permissions to Access Workflows

System Admin

Specify a user or group name to have access to a workflow

5:14

Assign Permissions to Access Live Data Reports

System Admin

Provide permissions to a User or Group to access Live Data Reports

3:26

Assign Permissions to Access Dashboards

System Admin

Create and Manage Dashboard Permissions

Auto PTO Time Billing

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