Email Options for Live Data Reports (Schedule LDRs)

Learn the basics for viewing and filtering workflows

5:11

View Grid Data

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

2.18

Standard Toolbar for User by Job Role

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

6:57

Setup multi-currency and FX

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

4:29

Setup External Users to Access Customer Portal

Service,

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

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. "%", "_", /"...

2:40

Schedule a Project Task

Schedule a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

2:03

Route Site Locations with Google Maps

12:46

Resource Console Overview v24.01

General,

2:06

Resolve a Record Lock

Address record locking issues.

3:18

Reminder Notification

Quick Search in Q360

Q360 Demonstration End to End Flow

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

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

Sales

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)

1:43

Modify a Permission Group

Modify existing permission groups.

55:49

MasterClass – Boost Sales Success with Q360 v23.02

Webinars

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

2:13

Import Map Builder – Download Template

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

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

4:20

External User Changes 23.01

1:09

Export Grid Data

Export grid data to Excel and PDF

1:55

Edit a Problem Code

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

2:23

Edit a General Code

Edit General Code values that populate drop down lists.

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.

5:00

Define a User’s Permissions

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)

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

2:51

Customize Live Data View and Report

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

4:00

Customize Grid

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

3:42

Customize Core Grid

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

3:50

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

1:02

Create Schedule of Values (SOV)

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

6:12

Create and Use Global Comments

General,

Sales

3:49

Create and Use Auto Add Rules with Quotes

Sales,

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

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

4:00

Create a Quick ICO