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Dashboard, Users, Reports, and Settings Video Library
Dashboard: Overview
Users: Overview of Users and Roles
Users: Setting User Sales Targets
Admin Settings: Org Settings
Uploaded: November 2023
Admin Settings: User Settings
Updated: November 2023
Reports: Using Data Exports
Updated: December 2023
Views: Using the Board View in List Pages
Updated: December 2023
Reports: Vizualized Reporting
Updated December 2023
Messaging
Updated December 2023
Events Video Library
Events: Scheduling an Event in the Console
Updated: November 2023
Events: Recording Sales and Submitting the Event for Billing
Updated: November 2023
Events Workflow: Sharing the Sales Order
Updated: November 2023
Events Workflow - Replenishment Request
Events: Adding the PO # to the Event
Updated: November 2023
Events: Billing for the Case, Invoicing and Payments
Updated: November 2023
Events: How to process a stocking order in the console
Events: Stocking Orders
Directory/Events: Add new Directory Records while Creating an Event
Directory Video Library
Directory: Using the Directory
Directory: Adding a Facility
Directory: Adding a procedure
Directory: Adding a Physician
Updated: November 2023
Directory: Upload Facility Contract Pricing
Updated November 2023
Users/Directory: Assigning User Directory Record Access
Directory: Adding a Manufacturer
Directory: Setting up Regions and Regional Managers
Updated: November 2023
Preference Cards
Updated December 2023
Inventory Video Library
Inventory: Requesting Inventory Ad-Hoc
Updated: November 2023
Inventory: Use Auto-Select to Fulfill Inventory Requests
Updated: December 2023
Inventory: Assigning inventory audits to your field users and collecting count data
Updated: December 2023
Inventory: Making Inventory Requests from the Console (as a Sales User)
Inventory: Making Requests on Behalf of a User in the Console, associating it with an Event (As an Admin)
Inventory: Fulfilling an Inventory Request
Inventory: Inventory Transfers in the Console
Updated: November 2023
Inventory: Transferring Directly into a Container
Inventory: Reset Location during a Transfer
Inventory: Deactivating Inventory and Cascading Container Deactivations
Inventory: Locations
Inventory: Uploading an Inventory Import File
Inventory: Building an Inventory Import File - What do the Fields Mean?
Inventory: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses
Inventory: Using Inventory Tags
Inventory: Creating Inventory Manually in the Console
Inventory: Formatting your inventory import file to load in the ConnectSx Console
Inventory: Requesting inventory for an upcoming Event
Inventory: Logging Field Device Movement in ConnectSx (Beyond Custody)
Inventory: Exporting Inventory from the ConnectSx Console
Inventory: Understanding Single Use vs. Reusable and Billable vs. Unbillable
Inventory Audit (Deep Dive)
Updated December 2023
vTrakr Video Library
Events: Requesting Inventory for a Case
Updated: September 2023
Events: Scheduling a Case in vTrakr
Updated: September 2023
Events: Recording Sales for a Case in vTrakr
Updated: September 2023
Events: Submitting for Billing and Sharing the Sales Order
Updated: September 2023
Events: Entering the PO for a Case in vTrakr
Updated: September 2023
Requesting Replenishment in vTrakr
Updated: September 2023