Add an Asset as Equipment
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New Outlook Add-In
Our new Outlook Add-In lets you create service requests in the NEXGEN system directly from your email app. To learn more about the add-in, please look below. Outlook Add-in Quick Tip (Windows Users) Outlook Add-In Quick Tip (Mac Users) ...
Add Multiple Attachments
Users can upload up to 5 attachments at one time in any format. Users can drag and drop attachment(s) for quicker uploading. Go to the Attachments zone of any record (work order, asset, etc.). Click + Add. Click Select File. Either click Add File or ...
PM Required for Asset
A checkbox has been added to the asset record as well as at the class level called “PM Required”. All assets that require a preventive maintenance (PM) schedule should have this checkbox checked. Reports can then be generated showing which assets or ...
Add a Webhook Subscription
Organizations may have several software applications that they would like to communicate with NEXGEN. For example, a client may use external service request applications and would like the service requests to automatically update from changes made ...
Enter an Item Quantity on Asset Record (Bill of Materials)
When attaching items to an asset, users can enter the quantity needed. Attaching items to assets enables users to easily attach this item to a work order if the asset is already attached. Entering the “quantity needed” of the item on the asset record ...