by Kelcy Modrynski | Mar 8, 2022
EDIT ICON Look for the Edit icon to make changes to details in the card. asdfasf asdfasdf asdf asdfasdf asdf asdfasd fasef asdfasdfasdf asdfasdf asdf asdf asdf asdf asdf asdf asdf NOTE: Access to the Customer Details screen is limited to Administrators....
by Kelcy Modrynski | Mar 8, 2022
Within the Project Details screen, the Documents card allows you to retain all important documents related to this customer. Maintaining and associating your documents for each customer allows your team to better manage their service delivery obligations by presenting...
by Kelcy Modrynski | Jan 10, 2022
By selecting the Asset Management menu, you can create new assets and manage the existing inventory of assets for a customer. Creating New Assets Select the Create Asset button to create a new asset. You must provide the following: Customer Depot Facility Asset...
by Kelcy Modrynski | Dec 14, 2021
Startly allows you to manage all of your service delivery work in one platform. These service delivery capabilities are enabled at the project level, and are turned on by defining the features you want to include in each project. These project features can be enabled...
by Kelcy Modrynski | Dec 14, 2021
Choosing a pricing model that aligns with your customer contract terms. A Project’s Pricing Model defines how your organization earns the fees associated with a project. Setting the Pricing Model also enables additional important functions within your...
