General Help
List View - General Help
List View is commonly utilized by NEXGEN users to see multiple records at once. As the name suggests, List View displays a list of records within a given module and can be sorted and filtered at the user's discretion. See below for more on List View ...
Print a Record - General Help
Many records in NEXGEN have the option to print items using the Print feature. In order to print records, you must have the ability to view reports. Print a Record Open the record you intend to print. Click "Print" in the upper right corner. Print ...
Search Sidebar - General Help
Searching is a fast, easy way to find the record or records you are looking for. You can search for records based on different criteria. The search side bar is visible in most modules and frequently includes search by number and address. Depending on ...
Add, Modify, and Delete Attachments - General Help
Attachments can be files or webpage links that you add to different records in NEXGEN to provide additional information. For example, users might attach a PDF of standard operating procedures or a video explaining how to perform a certain maintenance ...
Add, Modify, and Delete Comments - General Help
Comments are a useful tool for employees to communicate important updates or information about various records in NEXGEN. Comments are visible to all users with View rights and can be used to communicate directly with users in the NEXGEN system. ...
Grid View - General Help
NEXGEN users can use grid view in certain modules to view and search for data across their site. This is a great and highly customizable way to get a bird's-eye view of a large amount of data, which makes this feature especially beneficial for ...
Create a Custom Dashboard - General Help
NEXGEN users have the option to create custom dashboards for the Service Request, Preventive Maintenance, and Work Order modules with unique information for their team members. These allow for information to be displayed that is relevant to ...
Multiple Edit and Multiple Print - General Help
If you need to edit certain fields for multiple records, you can do so all at one time by using the Multiple Edit feature. This feature is available in several modules. Video Overview Use the Multiple Edit Feature To use the Multiple Edit feature: ...