PRODUCT FEATURES MyAssistant Server: This product is meant to be installed on the MyAssistant server. It allows for the installation of the database and scheduling service which runs the tasks and conditions. This is not a product that the MyAssistant user will install. MyAssistant Designer: This product is the administrator of MyAssistant. It includes all capabilities of MyAssistant including the ability to create and edit Tasks and Conditions. MyAssistant: This product is used by recipients of information to view and interact with Notifications. This product gives employees the ability to work with the live data. | MyAssistant Features | MyAssistant Designer | MyAssistant | Setup Tasks to send alerts, create reports, distribute documents - Create new Conditions
- Schedule tasks to run on a Schedule or at the completion of a Sage 300 Construction and Real Estate program
- Define content of e-mail messages
- Specifiy Sage 300 CRE reports that will be available to MyAssistant users
- Set how often users are notified
| x | | | Set up MyAssistant security to determine the Notifications that users can see | x | | | Set up MyAssistant Email Directories to send specific people personalized information / their notifications | x | | | Working with Notifications: - Run Tasks on demand
- View your Notifications in an interactive list
- Use filters, find features, etc. to customize vies
- Mark items complete to not be notified of them again
- Set Notifications to alert you again in X days
- Update Notifications while viewing them in the main app, Live Tile, or the Sage 300 CRE Desktop
| x | x | | Working with the MyAssistant Live Tile - Access MyAssistant Tasks and Notifications from the Windows Desktop
- Run Tasks at the completion of a Sage 300 CRE process
- Access the QuickViewer from the Windows Desktop
- Check for updated Notifications
- View the Notifications for a Task and interact with them
| x | x | | Working in the Sage Desktop - Interact with Tasks and Notifications
- Run Tasks and send out updated Notification lists
| x | x | TRAINING Sage University MyAssistant YouTube Channel To check which version of MyAssistant is compatible with your version of Sage 300 Construction and Real Estate, see What versions of MyAssistant and MyCommunicator are compatible with my version of Sage 300 Construction and Real Estate? Attached below is an FAQ document with many common questions about Sage MyAssistant. Attachment: SageMyAssistantFAQ.pdf
[BCB:156:Chat 300 CRE US:ECB]
|