This knowledge transfer page contains links to staff training and education sessions for knowledge sharing, including Solutions360 Friday assemblies and sessions scheduled on Slack channels #time-to-learn and #frunch-notes.
| Date | Resource | Category | Content Synopsis | Watch Recording | Reference: file | Reference: article |
|---|---|---|---|---|---|---|
| 2020/12/11 | RBURCHART | Integration | Support for TOTP 2FA apps. Coming in v21.01 [10.03.049, UQ52631255] | [3:52] Time-based one-time password ("TOTP") enables the use of authenticator apps such as Google Authenticator, Authy, MS Authenticator, etc. [10.03.049, UQ52631255]. Shown on Q360 v10.03.050. https://web.microsoftstream.com/video/d11dbd91-8cb9-4eb8-9d64-8aa94b69a74e?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/12/11 | BDEMPSEY | Dashboard | Dashboard enhancements: maximize, auto play, show/hide data labels. Coming in v21.01 [10.03.048, UQ54355968 and UQ54352655] | [2:30] Options to 1) Maximize/minimize widget on a dashboard, 2) set dashboard mode to "auto play" and cycle through the dashboard widgets (great for display on a monitor board), 3) show/hide data labels on widgets (and improve legibility by avoiding overlapping labels) Shown on Q360 v10.03.050. https://web.microsoftstream.com/video/46f28094-a51a-4eb8-9de2-bfc2dcad0532?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/12/04 | PPOBOJEWSKI | General | The theme generator offers a way to "jump-start" a theme and then allows user to tweak as needed. Coming in v21.01 [10.03.044, UQ52972292] | [5:46] User i) picks a main color, complement color, text color, and accent color, and ii) can chose how to arrange the main and complement colors, and how much of the accent color to apply. Option exists for a "random theme" as well. Shown on Q360 v10.03.044. https://web.microsoftstream.com/video/6df2d2a1-52d5-4d97-b6c3-1701592a2539?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/12/04 | TINDAWALA | Accounting | General Ledger > Journal Distribution. Setup rules for system to automatically write GL journal entries, e.g. to distribute an 'expense' (rent/utilities...) across various cost centers (branch/departments) for a given date range. | [25:33] Objectives: 1) Describe purpose of a "Journal Distribution", 2) Provide use case examples, 3) Setup an example and view outcome when executed. Shown on Q360 v10.03.021. https://web.microsoftstream.com/video/465b9500-6546-4116-8560-4d093290583f?channelId=0ee46f25-7ed2-4dd6-b534-b9098660ed36 | ||
| 2020/11/20 | RBURCHART | Site | Site > Access Info - enhancements. Coming in v21.01 [10.03.035, UQ51855674] | Store site or product sensitive connection credentials and information on Site > Access Info tab. User with permissions can access from the Call form > lock icons on Site or Product fields, if applicable access info data exists. Includes audit trail. Shown on Q360 v10.03.038: https://web.microsoftstream.com/video/c37face0-a4e2-43fc-9b2e-38f7a8cbcc9f?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/11/20 | JGRAHAM | Sales | Setup i) Salesrep targets for a timeframe, ii) scores for Activity by Type, iii) scores for Opportunity, Quote, Order, Invoice, Funnel Step. Coming in v21.01 (hotfixable) [10.03.031, UQ52409080] | [8:01] A salesrep's scores may be referenced in recent 10.03 addition of Dashboard "Sales Score Card". Shown on Q360 v10.03.038: https://web.microsoftstream.com/video/8ef7a66f-2d41-448f-aa33-3f1396064e4d?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/11/13 | GCHISOLM | Admin | Edit Captions via mouse-right-click, if you are ADMIN type user. Coming in v21.01 [10.03.033, UQ52700126] [10.03.034, UQ52763207] | [01:41] Applicable for a) any user field with a user caption number, and b) any labels driven by the data dictionary. Shown on Q360 v10.03.034: https://web.microsoftstream.com/video/3b530e39-4240-4de6-a88e-941c56d44ccf?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/11/13 | BDEMPSEY | Integration | Q360 integrates with "Pushover", a communication notification app on Android, iPhone, iPad, and Desktop. Coming in v21.01 [10.03.034?, ?] | [03:21] If configured for 2FA, at Q360 login page, option to send 2FA code as a Pushover notification. Configure in Maintenance > API Configuration > Pushover tab. Shown on Q360 v10.03.034: https://web.microsoftstream.com/video/6d51b544-0d78-4b1c-96ab-a1fa75f19b2c?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/11/13 | TINDAWALA | Integration | "Everything Avalara" - AvaTax Automated Sales Tax Software integration with Q360 | [37:19] Configure Avalara, Map SKU, Manage Exceptions, Explore "Use Tax" and Address Validation. Shown on Q360 v10.03.034: https://web.microsoftstream.com/video/927f838e-5823-4560-936b-f75b3f6edc06?channelId=0ee46f25-7ed2-4dd6-b534-b9098660ed36 | ||
| 2020/11/06 | BDEMPSEY | Live Data Report | Find out a) list of permissions a userid has (explicitly via user permission, or implicitly via group access), and/or b) list of userids who have a specific permission. Coming in v21.01 [10.03.031, UQ52408273] | [05:59] Showcase Build Feature: Live Data Report > Admin > User Permissions, shown on Q360 v10.03.031: https://web.microsoftstream.com/video/37d7d1bd-6c73-4561-b054-fa54b9358fd5?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/11/06 | RBURCHART | Project | Project > SOW tab text displays linked opportunity and approved order details in read only format. Coming in v21.01 [10.03.029, UQ52284207] | [00:58] Showcase Build Feature: Project - SOW tab, shown on Q360 v10.03.031: https://web.microsoftstream.com/video/2ded3e1f-a33b-4ed8-b78a-12794d8886f2?channelId=f1b29cf5-f93c-4db2-943e-07fa1ba48c57 | ||
| 2020/10/30 | TINDAWALA | Project Financial | Differentiate between Project Job Cost Method EXPENSERATIO and JOBCOSTCLASS | [24:07] Demonstrate via use of MS-Excel Calculator. Variable (labor/ material...) cost incurred result in differing revenue amount to be recognized, depending on Project Job Costing Method: ExpenseRatio vs JobCostClass: https://web.microsoftstream.com/video/620d0399-aa55-46ed-a999-5a966eb1e06a | MS-Excel calculator: https://helpdeskv25.q360.com/wp-content/uploads/2020/10/Expense-Ratio-vs-Job-Cost-Class.xlsx |