Patrick
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Recent activity by Patrick-
Editing Project Staff
To edit the project staff: 1. Click the Project Details button to navigate to the Project Details page. The Details button can be accessed from the Landing page, Dashboard or Submittals/Transmitt...
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How to fix a purchase order with an error message
SYMPTOMS You may experience the following problem in Compass if you use Compass Project Management. When you create a purchase order, you receive the following error message: You can't create th...
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How can I resend a verification email to set up my SMART login?
When you start using SMART as a new user you should receive a verification email to set up your password and verify your email address. If you are having trouble logging in or cannot find this emai...
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Store Delivery Schedule
Store Delivery Schedule lets your team select the date and time that they would like their orders to deliver. The delivery management tool helps you to take the uncertainty out of the order deliver...
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Working Master Schedule
A project manager’s primary responsibility is to complete the project on time and within budget along with meeting the client’s requirements. Therefore scheduling the activities and resources effic...
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How can agents leverage knowledge to help customers?
You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...
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How do I publish my content in other languages?
If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...
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How do I customize my Help Center?
You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...
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What are these sections and articles doing here?
This FAQ is a section in the General category of your help center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...
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Welcome to your Help Center!
You're looking at your new Help Center. We populated it with placeholder content to help you get started. Feel free to edit or delete this content. The Help Center is designed to provide a complet...