Business Technology Help Desk

General 19

• Adobe Acrobat Basics
• Common Keyboard Shortcuts
• Fix Vonage Microphone Error
• General Cleanup and Windows Updates
• Helpdesk and Tickets

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What to do before submitting a ticket 2

• Take a screenshot
• Reboot

Telephone System Help 8

• How to place a call
• How to place an external call
• How to check my audio settings
• In call options: Mute, Transfer, Hold, Add a line
• Block a number on Vonage

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Voice Mail 1

• How to check messages

Keeper Password Manager 2

• How to Install Keeper Password Manager
• How to activate your home use copy of Keeper

FAQ 11

• How to enter a bid
• How to review a bid
• How to add bid notes and line notes
• How to upload a document to a job
• How to release material and print a work order

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FAQ 5

• When trying to log into Core, it says I've been locked out.
• How to find an Order when you don't know the Order number
• How can I see how much I spent on a given vendor on an Order?
• Core has frozen on me - what can I do?
• My Core or other program shows open but I can't see it on my screen

FAQ 5

• Why doesn't my Forecast show?
• Why does my Forecast show a different amount than I intend?
• How do I get to the CRM (Sugar)?
• How to add CRM shortcut to my phone's home page (Android)
• How to add CRM shortcut to my phone's home page (iOS)

Mobile FAQ 2

• How to add O365 email to my iOS Mail app
• One Drive Notifications

General FAQ 3

• How to get to your email via a Web Browser
• How to set my vacation/out of office message in O365
• Email Basics

OneDrive and File Sharing 3

• How to Start Using OneDrive
• How to share a file using OneDrive
• How to access Sales and Associate Resources

FAQ 2

• Why can't I save a new Quote?
• When I drag a file onto SOM to upload, the file opens in the browser instead. Why???

FAQ 9

• How to Reserve a Conference Room in Outlook
• How do I change the time or location of a meeting?
• Show only working hours when scheduling a meeting
• Where do I put notes on food, location set-ups, and other details?
• Add someone to an existing meeting

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Robin Scheduling System 4

• Robin - General Information
• How to install Robin on iPhone
• How to install Robin on Android
• How to do an impromptu meeting

Technology 3

• How to use ScreenBeam Technology
• ROOM Technology
• ClickShare doesn't show parts of my screen

Cap/Autocad 3

• Attaching CAP Pack
• Attaching CAP to Autocad
• Upgrading AutoCAD 2017 to 2019 (Step-by-Step)

New Builds 3

• Powershell to update OS
• SpecIT install
• VPN FQDN