Internal Support Procedures
Internal guides for support
1. Open up the account in Pivotal and click on Create Architecture in Subscriptions (Inv). E.g. NBS End User Sales 2. Click on 'Edit Start Date or...
Tue, 18 Jun, 2019 at 10:26 AM
1. Find the company in Pivotal, click on New Activity and select Phone Call (Inbound). 2. Fill in the details marked in red: Subject: Copy Inv...
Tue, 18 Jun, 2019 at 10:27 AM
Ben tested the licence generator in Pivotal for both 5.6.7 and lower users and 5.6.8 users. Please ask (and check) which version they are using as this will...
Tue, 18 Jun, 2019 at 4:00 PM
Please can I refer you to the End User Licence Agreement and the NBS Chorus Terms and Conditions which already include confidentiality provisions and ter...
Wed, 23 Feb, 2022 at 9:53 AM
Issue This message appears when trying to install NBS Building/Landscape Resolution 1. Send the customer the following file: Building - X:\Customer...
Wed, 23 Feb, 2022 at 9:53 AM
How to Create an Opportunity and Activity Access the customer's contact record in Pivotal and click on "New Opportunity": By doing it thi...
Tue, 18 Jun, 2019 at 4:01 PM
If a customer has a 2 seat network licence and they wish to split this into either 2x 1 seat network licences or a 1 seat network licence and 1 standalone t...
Tue, 18 Jun, 2019 at 4:01 PM
Updating of Contact Name – Invoice and/or Delivery Email financesalesledger@thenbs.com if there has been a change
Wed, 23 Feb, 2022 at 9:53 AM
1Get the data in from the customer.2Preview the specification for yourself to find out which section has the Hexadecimal error.3Print preview the spec to ide...
Wed, 23 Feb, 2022 at 9:53 AM
1 Request the data from the customer (.Spec/.Spex/caftab file etc) 2 On SharePoint browse to the following location: Documents>Data Repairs https://th...
Thu, 10 Jun, 2021 at 10:50 AM