Company Options
Set City, State, Country as Default Address in Company Options
Settings > Setup > Company Options > Address Click Edit button Enter City, State, Country in associated fields Save New records will auto-populate with City, State, Country already filled in.
Link Timesheet Report to Timesheet Module Print in Company Options
Settings > Setup > Company Options > Timesheet Click Edit Enter timesheet report name/file path as ---> Nexgen/rptTimesheetDetail.rdlc Make sure there are no spaces. Click Save When print button in Timesheet module is clicked, this report format will ...
Enter Backflow Inspection Type ID in Company Options
Settings > setup > company options > General Click Edit button Enter Backflow Inspection Type ID in field Save This is step 3 of 3 in setting up the backflow module. Once the Backflow Inspection Type ID is entered and saved, only backflow assets will ...
Enter Backflow Class ID in Company Options
Settings > setup > company options > General Click Edit button Enter Backflow Class ID in field Save This is step 2 of 3 in setting up the backflow module. Once the Backflow Class ID is entered and saved, ALL Backflow assets only will show in the ...
Unlock Backflow Module in Company Options
Settings > setup > company options > General Click Edit button Check Backflow check box Save This is step 1 of 3 in setting up the backflow module. Checking this box will add the Backflow module icon to the Assets category dropdown list. Second step ...
Set Default SR Requestor in Company Options
Settings > setup > company options > General Click Edit button Enter Employee Number in field Save When SR is integrated with another application that automatically pulls in service requests, the employee name associated with the employee number ...
Set Default PM Requestor in Company Options
Settings > setup > company options > General Click Edit button Enter Employee Number in field Save When a WO is created from a PM, the "Default Requester" field in WO will be automatically filled in with the employee name corresponding to the ...
Set Paging Character in Company Options
Settings > setup > company options > General Click Edit button Enter a character in Paging Separator Char field Save When records meet the paging value set in "Start Paging Records" field, the character entered in this field will be displayed ...
Set Records Paging for Grid View in Company Options
Settings > setup > company options > General Click Edit button Enter decimal amount of records to be paged Click Save Grid view in PM, WO & SR will show only the amount of records per page as the value entered here.
Set Last Name to Preceed First Name in Company Options
Go to Settings > Setup > Company Options > General Click Edit button Check the Last Name Precedes First Name box Click Save Every module that contains a persons First and Last name will display "Last, First" name.
Set the Dashboard Refresh Time - Company Options
You can set the Dashboard's refresh time in Company Options. This will reset the dashboard for all users at set intervals, eliminating the need to manually refresh. Navigate to the Company Options To navigate to the Company Options: From the NEXGEN ...
Set session Time Out in Company Options
Go to Settings > Setup > Company Options > General Click Edit button Enter Session Time Out (minutes) value Click Save After the time out value has been reached with no user activity, the user will be logged out of Nexgen.
Edit Inflation Value in Company Options
Go to Settings > Setup > Company Option > General Click Edit button Change inflation value Click Save Inflation value will be saved and will apply to all asset records. Note: this is secondary option to change inflation value. Asset Plan > choose ...
Enable Activity Feed
Go to Settings > Setup > Company Options > Activity Feed Set "Enable WO Activity Feed" to True if you want to view Activity Feeds in WO module Set "Enable SR Activity Feed" to True if you want to view Activity Feeds in SR module
Setup External SR Mapping
Note: Client must have 311 Service Portal enabled to configure External SR in NEXGEN Go to Settings > Setup > Company Options Click on External SR Mapping Click Edit Enter the SR Mapping URL for the 311 Service Portal that is configured for you ...
Configure External SR API Key
Note: Client must have 311 Service Portal enabled to configure External SR in NEXGEN Go to Settings > Setup > Company Options Click on External SR API Key Click on Edit Enter the API Key from the Company Profile of 311 Service that is configured for ...
Enabling Activity Feed
Quick Tip - How to Auto-Complete Work Orders by Completing Assets
Auto Load Main Task Checklist
If the Auto load Checklist company option is enabled, when selecting a main task for a work order or PM, the checklist will automatically be added. Turn on the company option Autoload Checklist. Click Settings > Setup > Company Options > General. ...