This release is the largest release yet with many features added to the system. We will be providing more detailed information around the different areas that were affected in a separate, more detailed documentation later. TO DO (BELOW IS REQUIRED BEFORE SOME OF THE FEATURES WILL SHOW UP ON YOUR SCREENS) CLICK […]
Create or Clone a RFQ
Create a RFQ (Vendor Quote)Navigate to the AvSight application, and navigate to the RFQs tabOn the RFQs page, click NewOn the New RFQ page, enter the RFQ Header InformationRequired Fields:Vendor – This is the vendor you are sending the RFQ to. As you start to type the name of the vendor, a drop down list is shown […]
Redwood R7 Release Notes
AvSight Release R7 – Latest Features Added To Do (Below is required before some of the features will show up on your screens) Click the Updates on the Upgrade Console first! This is seen on your Admin’s home page and shows all the new fields that now need to be […]
Redwood R6 Release Notes
Latest Improvements and New Features Added To Do (Below is required before some of the features will show up) Click the Updates on the Upgrade Console if any are available. New Functionality Added new “Sales Tools” Menu with options for Create RMA, RMAs, and Customer Exchange Summaries. Added RMA Module […]
Redwood R5 Release Notes
Latest Improvements and New Features added To Do (Required to complete before some of the features can be used) Click the Updates on the Upgrade Console Add signatures to your employees that sign Certs under Administration>Company Admin>Employee Master. Best image size for the signature is 300×40. System Wide Improvements/Changes Email […]
Redwood R4 Release Notes
Latest Improvements and Features System Wide Improvements User email signatures at the Employee Setup and are now used whenever emailing Quotes, RFQ, POs, ROs. Added a new “Home” Page Added a new “Upgrade” console to provide you the option to quickly accept new upgrades Excel Spreadsheet Imports have been improved […]
Redwood R2 Release Notes
Changes to the Customer Quote document Changes have been made to the default customer quote document, and to support these changes, a new field has been added. 1) Tag and Trace fields now show on the customer quote. If you enter information in the Tag & Trace fields of the […]
Grant access to AvSight support
Click your account icon You icon might look slightly different, but it will be the far right icon at the top of the screen Click Settings Click Grant Account Login access, select access duration, and click Save
Administration Overview
This lesson will review the various options available to manage the options within AvSight Accessing Administration To access the administration section click the “Administration” tab on the far right of the screen. In some cases, depending on screen size, the Administration menu might be located under the “More” tab item […]
Setup Mobile Access
How To: Setup Mobile Access Download the mobile app – Salesforce 1 You can get Salesforce1 in different ways: As a downloadable app from the App Store and Google Play™. Users can install it directly on iOS and Android mobile devices. As a mobile browser app that runs in supported […]