Workflow Processes

Flex Field Set-up
Flex Fields Setup   Creating and using a Flex Field entry: §  This process starts by addi...
Wed, 7 Dec, 2016 at 1:52 PM
Create and Edit Templates
      Adding a new template:   ·         Choose a name and click on Save. ·         Then click on ...
Fri, 27 May, 2016 at 9:26 AM
How to Set-up a Calculated Flex Field
Set up the Flexfield you want to calculate as a calculated flex field. Within the Data Values you would then specify which Flex Field answers you...
Wed, 30 Nov, 2016 at 12:01 PM
Editing Templates - Adding new tasks to Workflow
Often during the course of workflow development, you will need to add new tasks to a workflow. The addition of new tasks is done in the following manner. ...
Wed, 25 Jun, 2014 at 1:29 PM
Baseline, Forecasts and Client advised dates
Within ClickHome we have 3 key dates that are used for KPI's on contracts Client Handover Date Estimated Move in date  ...
Tue, 20 Sep, 2016 at 8:29 AM
Standard Processes
In Standard Processes you can configure secondary operations to happen in the case of other operations. This is a very powerful part of ClickHome, and c...
Wed, 8 Feb, 2017 at 4:12 PM
Third Level Support Capture Flex Field Data Setup
Download and run the attached query and save the resultant XML to a text file and load it to the new ticket.
Mon, 19 Dec, 2016 at 1:21 PM