Install this on the MyAssistant server. It allows for the installation of the database and scheduling service that runs the tasks and conditions. This isn’t 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 for recipients of information to view and interact with Notifications. This product gives employees the ability to work with the live data.
Features
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 CRE program
Define the content of e-mail messages
Specify 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 as completed so you're not 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