The platform: the chat assistant, the App Drawer, and every app your organization has turned on.
Getting Started
Section titled “Getting Started”- Finding and Opening Your Apps
- Getting Access to Apps and Extensions
- Getting Started with GrndCtrl
- GrndCtrl Help
- What is GrndCtrl
Features
Section titled “Features”- App Store
- Creating Quotes with Quote Generator
- Proposal Roles and Who Signs
- After the Customer Signs
- Reading the AI Record
- Which Approver Is Told About a Quote
- Watching a Quote Build
- Configuration: Catalog-Priced Services
- Configuration: Cut-from-Stock Quoting
- Configuration: Distance-Rated Movements
- Configuration: Parts-and-Labor Products
- How Quote Generator Is Configured
- Adding Customers and Contacts in Quote Generator
- The Quote Header and Document Settings: Reference, People and Linked Records
- Quote Generator Help
- How a Quote Gets Built
- Quote Notifications: What You Are Told, and How
- Finding a Salesforce Opportunity
- Optional Units and Lines
- What Happens in Salesforce and NetSuite When a Quote Is Won or Lost
- The Quote Overview: Where a Quote Opens
- Quantity or Lump Sum: How a Product Is Priced
- Sending a Quote for Signature
- Product Families: Where the Names Come From and How They Stay in Line with NetSuite and Salesforce
- Setting Up Quote Generator
- Reviewing and Signing a Proposal
- Tuning Quote Generator
- From Opportunity to Signed Proposal, Step by Step
- Who Can Do What on a Quote
AI Assistant
Section titled “AI Assistant”- AI Chat Tools and Smart Search
- Chat Feedback: Rating Answers and Our Replies
- Customizing AI Responses
- Documents and AI Chat
- GrndCtrl Chat: The Assistant in Its Own Window
Documents and Templates
Section titled “Documents and Templates”- Designing a Template
- Adding Images and Managing Assets
- Setting Up Pages, Headers and Footers
- Getting Started with Template Builder
- Previewing and Publishing a Template
- Reusing Sections with the Library
People and Credentials
Section titled “People and Credentials”- Tracking Your Credentials with Credential Hub
- Administering Credential Hub
- Managing Your Team's Credentials
- Booking Meetings with Scheduling
Pay and Benefits
Section titled “Pay and Benefits”- Contributing to the Care Fund
- Administering the Care Fund
- Requesting a Phone with the Employee Phone Program
- Administering the Employee Phone Program
Equipment and Assets
Section titled “Equipment and Assets”Service and Change
Section titled “Service and Change”- Raising a Change Request
- Administering Change Management
- Getting Help with Service Hub
- Administering Service Hub
- Working the Queue in Service Hub
Secrets and Access
Section titled “Secrets and Access”Data and Integrations
Section titled “Data and Integrations”- Composite Tables: Combining Your Data
- Connecting Your Systems with Integrations
- Managing Your Document Library
Administration
Section titled “Administration”- Feedback Admin
- Good News Admin
- Helpful Links Admin
- Managing What's Happening
- Tenant Administration
- Branding and Administration
- Turn On Document Sharing