Power Hour 10 Things I Wish I Knew Summary

[daniel.hedges]

Parts Module

• Easy way to add billable and/or Trackable Parts Orders on Tickets without having to do the full inventory Products and Service workflow
• Pairs with Notification Center Actions
  • Parts/Logistics - order was created
  • Parts/Logistics - order was received any Ticket
  • Parts/Logistics - order was received for my Ticket
• Pairs with Ticket Automation Condition
  • Parts Order Received yes or no
• Easy to View Table Overview, tracking information storage and review

Documentation Center

• Example build shown below
• Left Nav, and Welcome pages for customization
• Easy formatting using Tables
• Can link internally or externally
• Automatically add a Backlink on assets if Document is Customer Specific

Mailer Module

• If you use Syncro Email Server (with verified domains) you can get mailer stats
• Works in conjunction with the Enable Marketing Emails field on Enduser
• Can use dynamic filters of Organization Saved Searches and/or RMM Saved Searches

Leads Module

• Configuration for creating a “holding area” for potential Spam Emails
• Move Leads to the Top Tab to have an Inbox for unmapped net new Emails
• Mark Spam Emails, to hide them in the future
• Keep your Organization and customer list clean
• Still get visual notification for new emails that for review

“Module Menu Selector”

• Each Main Module has a sub menu located top right.
• Often this is faster than hunting through Admin
• Good Examples:
  • Ticket Automations
  • Contract / SLAs
  • RMM Policies

Search Box Quick Filter buttons for Tickets, Assets, Invoices

• Instead of going to Organization / Policy assignment tab, you can go directly to all their assets from any part of the App, by typing the Organization’s name pause for half a second and choose the little Monitor Icon
• Works for Tickets, Assets, Invoices, Estimates
  
  

System Checks

• Quickly configuration network connectivity checks without having to do a full setup for SNMP monitoring
• Works to make sure the machine can access via FQDN / DNS as well
• Good Use Cases could be connectivity to a website, Sever to a NAS, or IP Security Cameras
• One Syncro device can be configured with multiple checks.

Quick View Icon for Assets, Tickets, and Customers

• for Assets, Tickets, and Customers
• asset quick view from ticket
• Customer Quick View shows Custom Fields data
• Ticket Quick View from Asset / overview

Process and Services and Event log queries -

• General How To, text search works like a “contains”
• Simplest setup often works the Best
• Show quick example of Process Check and an Event Log
• Detailed Community Post with real life examples

Custom Form Setup

• Using Ticket Custom Fields and Custom Widget Flow
• Add Url to the System Tray Menu for easily end user access
• New Hire Form Example with Community Post walkthrough
• Link to this Doc TBA

[Caitlin]

The full recording is available here for anyone who missed it or would like to rewatch!

Thank you all for attending and asking such great questions!

Fantastic job Daniel, Dee, and all the Syncro folks behind the scenes answering questions (Bobby, Lindsey, Alyssa, Tyler)!

Now it’s your turn to share YOUR best tips with the rest of the community!

Let us know what topics you’d like to learn more about – and if you’d like to present at a session in the future!

Stay tuned to more info on the next session coming soon!

[Jess]

If you have a question for a specific team member, you can tag them using:
@daniel.hedges
@Lindsey
@Bobby
@dee.zepf

[des.quinn]

thanks for the session all. Found it useful and I am looking forward to more of them. I was at my previous RMM’s team to do just this sort of thing as it exposes all sorts of nuggets to people.

[Jess]

Thanks for the feedback, Des! We’ll definitely be doing more of this in the future. Glad you were able to join us

[Caitlin]

Thank you @des.quinn - I’m so glad you enjoyed it and excited to see you at the next once (more details coming soon)!

[bill1]

Super great job! There are tons of things and tricks that I wish I had known. This helps a lot. Rather than read the manual, I needed something like this. Previously I was just plunking around and using the few modules that I could figure out. Some of these things I didn’t even think were things that I would use, but now I will. (Like the email campaigning).

The only thing I wish, was to have a Pause button on the Live session because my brain didn’t process the information fast enough for the Road Runner of presentations. Great job and great idea of having these intense sessions. I think this should actually be part of the list of videos that are in the “Training Section” so new users could learn these and get them excited to watch the other training videos after they’ve learned what it takes to get going faster.
Thanks again.