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10 Topics
M
MarkLeeCommunity Manager
asked in Product Q&A
EMS Question

This is a question

20
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M
monique.gallegosCommunity Manager
published in Tips & Tricks
How to create a reservation in the Book

  You can use the Book to quickly create a booking. This is a great tool to use for any last-minute booking requests you may receive!  Edit Bookings in the Book         Edit Bookings in the Book

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M
monique.gallegosCommunity Manager
published in Tips & Tricks
How to configure automated confirmations for Everyday UsersTutorial

KBL-212 Automated confirmation reports can be configured for each process template. These automated confirmations are emailed to the Everyday User, Group or Contact after they make a reservation in an Everyday User Application. Each process template can send one automated confirmation. This means that if you have a mixture of requestable and reservable space, you will have to choose if you want to send this confirmation for either requestable or reservable space. It is best practice to send automated confirmations based on a single status.  For process templates with all reservable rooms, you would likely send confirmations based on your confirmed status.   If the process templates with all requestable rooms, you’d typically send confirmations based on your request status.   If you have a process template with a combination of requestable and reservable rooms, it’s recommended to send the confirmation based on your confirmed status for reservable rooms only and have your admin/approv

110
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Q
Quinci MillerCommunity Manager
posted in Tips & Tricks
Maintenance Connection | Reporting Basics

Reporting in Maintenance Connection lets you showcase the valuable data in your system. The Reporter provides access to key information and presents it effectively.Maintenance Connection offers over 300 base reports right after installation. These reports can be copied, modified, and configured to suit your organization's needs.The Reporter can be accessed through the Main Application Menu, if you have Access Group permissions or through the MRO Toolbar.The key to successful system reporting: To get good data out, you must put good data in! For example, if your organization wants to report on Types (i.e. Preventive, Corrective, Follow-Up, etc) of Work Orders submitted, it is important that all work orders have the Type field accurately filled in.Important: Always make a copy of the base report before making changes. Deleting or modify fields from the original base report cannot be undone. Three Main Report Types offered: List Reports: They focus on a single primary dataset, such as Wor

110
Q
Josephine
JosephineParticipating Frequently
asked in Product Q&A
I want to push Salesforce data into Company, can I?

Hi, We’re using Salesforce as a CRM, and would like to push Salesforce data (Calls, Opportunities) into Company. Is that possible and how would I go about getting this started?- Josephine

167
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J
JTGainsightCommunity Manager
asked in Product Q&A
Lucernex

How does Accruent Lucernex help my organization decrease lost revenue days?

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J
Accruent
AccruentOfficial account
published in Show & Tell
Hold on to your hats! Our Annual Awards ceremony is coming up!Announcement

It’s that time of the year again, where we take time to recognise both our employees, and customers, for their tremendous contributions to the business over the past year. It has been a great year for us and we could not have done it without your help—and we want to recognize this. ?We have a number of different award categories, from Most Helpful Content to Nicest Design and a whole host of great prizes to give away (even an all expenses paid evening at your favorite restaurant)! You don’t want to miss out! So without further ado, please go ahead and nominate those who you think deserve to win an award. Remember you can only make one nomination per category! The results will be shared at our annual awards webinar in 3 weeks time. Plenty of time to build the suspense...Good luck all!   

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Accruent
Accruent
AccruentOfficial account
published in Tips & Tricks
Use Digital Hub to boost event RegistrationBest practise

Hey everyone! Just wanted to share a quick tip on using your community to increase event registration for your next event! We recently ran an event on the importance of Customer Success in 2020 and we saw a massive 70% of our event registrations come from signups on our community! What did we do? We simply set up an event on our community—announcing what we planned to cover and who would be speaking—and enabled event registration directly on the community. We also found that those who wanted to ask questions about the event did so in the comments section, which really got people excited about the topics we would be covering. What was also fantastic was that we saw those that attended the event kept the discussion going in the weeks after on the community too! So, definitely, for your next event be sure to use your community! ? 

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Accruent
Accruent
AccruentOfficial account
published in Tips & Tricks
Guide to ideationGuide

Read me first if you got a need for a feature that is currently not offered or a feedback regarding the way things work, you can submit an idea. Create an IdeaIf you cannot find an existing Idea or Discussion that’s related to your topic, then select ‘Create an idea’ on the Ideas landing page.An Ideal Idea format:Title: The high level objective of your Idea. Description: Details should clearly define your Requirements. Make sure to include:A clearly defined use case or business problem that is not met with current functionality. For enhancement requests, provide detailed requirements for the functionality that you’re seeking. You can include links to related ideas/docs to explain why existing functionality does not meet your needs. Be detailed, illustrate if you can to bring out all the components. Make sure you are using all the Product area/module names Highlight the value this feature would bring for the broader community of users like youProduct area: Select the Feature you want to

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Accruent
Accruent
AccruentOfficial account
published in Tips & Tricks
Using user-groups for beta programsBest practise

We’re always updating our users on new features we launch via the community. It’s such a great way to communicate on a 1-to-many basis with our customers. Additionally, what’s even better is that we have started to launch beta testing groups on our community where we invite a certain number of customers to test new features before we release them.   Not only does this allow us to iron out any bugs before a full roll-out, it also creates a real feeling of collaboration and togetherness between us and our customers. Such a great way to make sure you are building a product that really meets the needs of your end users! 

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Accruent

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