Quick Reference Guides are available to assist you with key AggieService topics.
- AggieService Reference Guide (PDF)
- AggieService Reference Guide - Lightning (PDF)
- AggieService Workflow Chart (PDF)
- AggieService Case Teams (PDF)
- Activities & Tasks (PDF)
Activities are tasks, events, calls, and emails associated to records.
- List Views vs. Reports (PDF)
List Views and Reports both provide the ability to filter and sort data.
- Mass Emails (PDF)
Information about email templates, mailing lists and sending mass email.
- Reports and Dashboards (PDF)
Included information on creating and customizing reports and dashboards.
- Service Console Overview (PDF)
The Service Console is designed to boost productivity in fast-paced service environment.