Quick Reference Guides

Quick Reference Guides are available to assist you with key AggieService topics.

  • AggieService Reference Guide
  • AggieService Workflow Chart
  • 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.