Different emails and SMS messages are used throughout the system and provide information to a variety of Users. If, however, the details in these emails is not quite correct or needs modifying then this can be done using the Template Configuration... Read More
System
As well as the standard System generated emails, it is possible to create custom Workflow Email Templates that trigger based on actions within the system and get sent to a specified set of Users. To achieve this: 1. Clicking "Workflow Email... Read More
The "System" button contains the functionality to make amendments to, or create new Clients. The "System" button, when clicked, includes (but is not limited to) these areas: Client Configuration Copy Client Custom Data... Read More
In the system, Clients will be added to the system as a “Client” and if any details concerning the Client ever need to be changed, such as the Client name, then this is possible by going to the “Client Configuration” section. The first step... Read More
There are five areas within the system that each provide fifteen user defined fields for either Management Company or Client level use. These are: Building, Asset, Work Order, People and Resource. Buildings, Assets and Work Order fields can be... Read More
The Ostara Web Portal can provide Users with a widget entitled "How Do I?". This can be used to show frequently asked questions. These questions are configured in the Portal FAQs section of Core Data and are Management Company specific. 1.... Read More
The Copy Client function allows you to create a new Client from an existing Client (referred to as the Reference Client). To copy a Client click the “Copy Client” button in the menu. Note: Copying a Client does not automatically assign all... Read More
In the system, any Public Holidays will be visible in scheduling windows to provide information at the point of scheduling works. Public Holidays are configurable within the System section, and is possible by going to the “Public Holidays”... Read More