Control Tower

Control Tower

How do I create a new customer?
Create a New Customer  From the Control Tower, select the Profiles drop down menu (top left) and choose New Customer.  A new Customer Profile tab di...
Sat, 17 Nov, 2018 at 2:58 PM
How Do I Create A Warehouse?
Use the steps below to create a new Warehouse in AgileField 1. Log into the system 2. Navigate to the Inventory tab and select Warehouse: 3. Fill i...
Thu, 1 Nov, 2018 at 10:34 PM
How do I create a parent customer with child customers?
Parent/Child Customer This field draws from content already in the system as updated by Administrator of the application. The Parent Customer must be creat...
Sat, 17 Nov, 2018 at 2:58 PM
How do I assign a specific field technician as a default or preferred technician for a customer?
Select the Preferred Technician dropdown within the customer profile and a user search form will open as shown in the images below. Select ...
Sat, 17 Nov, 2018 at 2:58 PM
What are User Types and Access Types?
Overview User Types are the persona or role assigned to a User.  Each User Type has an associated Access Type that has a direct effect on the permissions a...
Sat, 17 Nov, 2018 at 1:08 PM
What is a job skill and how do I create a job skill?
Job Skills Job Skills are seen as an expertise, ability or attribute of a User (Field Technician) that identifies what jobs they can be assigned. Job Skill...
Mon, 7 Aug, 2017 at 4:39 PM
What are customer types and how do I create a customer type?
Customer Types Customer Type is used to classify your customer base. Refer to the Create a Customer Type lesson to learn how to create additional types. E...
Sat, 17 Nov, 2018 at 2:58 PM
What are the user profile tabs?
Below the user profile data section are a number of tabs: The first tab, General, defaults to display. Update the fields as applicable. Division: The...
Sat, 17 Nov, 2018 at 2:58 PM
How do I add a profile picture?
Add Profile Picture Only Super Users have this functionality. Once the profile has been saved, profile pictures can be added to a User’s record. From th...
Tue, 1 Aug, 2017 at 3:25 PM
What is a division and how do I create a division?
Division If your company differentiates parts of its business by divisions, branches, segments of business, cities, states, etc. create these using the Div...
Mon, 7 Aug, 2017 at 4:40 PM