LogixOne Operator FAQ's

LogixOne Operator FAQ's

The following is a list of questions for LogixOne Operator:

1. What time zone are the job events set to?

LogixOne Operator uses the Setup>Company Details>Time Zone as the base time for creating any job events.


2. How many operators can I create within the CRM?

You can create as many Operators as you like within each CRM.  However you can only 'Sync' as many 'Active' operators as your LogixOne Operator license allows for.

For example:  your LogixOne Operator license allows for 10 'Active' operators.  You can therefore have 10 'Active' operators within the 'Operators' module and as many 'Inactive' operators as you like.  You can also 'De Activate' an Operator and then 'Active' another.  As long as you do not go over your LogixOne Operator 'Active' Operators license limit.


3. I have created my Operators but they cannot log in to the LogixOne Operator App?

This issue is commonly caused because the Operator 'Record' within the CRM has not be 'Synchronised'.  After creating an Operator or make any modification to an Operator you must click the 'Sync Operator' Button as detailed below.


4. Can my Operators add items to their jobs?

Yes, Operators can use the 'Add Items' in the LogixOne Operator App using the 'Add Items' feature when 'Completing' Jobs, see below.



Please Note: Items within the 'Add Items' list are synchronised from the 'Products/Services' module within the CRM only IF the 'Product Active in Operator App' field is 'Checked', see below:


5. How do I see completed Job Attachements?

Completed 'Job' attachments are saved in the 'Jobs' corresponding completed invoice.

To access, navigate to the LogixOne Calendar and select the completed 'Job'. Click it and select 'see invoice'. to quickly navigate to the invoice.


Then in the invoice click 'Attachments' in the 'Related List' where you'll find saved images.


6. Can I delete Operators?

Yes, you can delete Operators from the CRM 'Operators' module.  However, we suggest the best way is to Just mark the 'Operator' as in-active.  Please ensure that click the 'Sync Operator' button after marking the 'Operator' as 'In Active' to complete the task.  Please note; any 'In active' operators do not count in your 'Active Operators' license.


7. Can I create external links within the Operator app?

Yes you can.  You can add external links within the 'Description' field within the CRM for each job.  As long as the URL begins with 'https://'.  See example below:
 

8. My operators keep getting logged out from the LogixOne Operator app?

Typically this is caused because the Operator has logged into more than once.  Due to the GEO traction functionality within the App each Operator can only login once.  Please ensure Operators are only logging into the app once.

9. Where do I find my LogixOne Operator Company ID?


Your LogixOne Operator Company ID is your Zoho CRM Org ID, you can access this from your Zoho CRM URL, See below, or from your Zoho CRM Organisation settings



Do you have more questions?  No problem, please schedule a support call by clicking HERE

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