To be updated
Welcome to Sites
Sites is designed to bring all your objects together in one easy-to-navigate page. This powerful tool provides you with quick and convenient access to essential information, ensuring you can make informed decisions at a glance.
Each site gives you a detailed view of all related orders, including key details such as POS (Point of Sale), order status, quantity, and even product images. This simple overview simplify your workflow by giving you easy access to key information.
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If you’ve already entered a site click here for more information about the page. |
What is “Sites”
This page displays a collection of sites linked to your account.
A site is an Object from Salesforce and an object can be a ship or a building.
The Sites and Objects views are designed to provide an overview of the connected sites or objects associated with your account. A site will be visable when a client has an order and a quote connected to the site.
View all orders related to the site
Order, quote PDF, case, inspection
Filters:
View All - View All Sites connected to the user
Inspected Sites - View all Sites that have been inspected
Active orders - View all Sites with active ordersThe Sites module is available for PBS accounts, while the Objects module is available for MOW accounts.
If you do not see this module it is not activated on your account. For more information on how to activate the module please visit How to activate myGlamox Model.