Platform Highlights & Tips for February
By: Katherine Ina Fuentes, Customer Success Associate
Steer is here to make it easier for you to simplify your processes through ordering and fulfillment automation. Here are some of the platform features that you can leverage in your journey to transforming your business processes.
Create a dataset of all your users automatically Did you know that you can maximize your internal collaboration and ticket assignments by creating a master data table of all your users on Steer? With this, you don't need to manually update your user list for use in workflow apps. Simply create a master data table, select which fields from the system tables you want to use, and save it. Click HERE to learn how to create one
Assigning multiple users to a task If you need to assign two or more users to a task in a scheduler, you can drag and drop the task to one of the assignees and then configure the task to assign other users to it. Check out this knowledgebase article more information.
Need more help? Access our knowledgebase! Did you know that you can access our knowledgebase through the support widget? Simply expand the widget and click on the Search icon. This will open up the knowledgebase without leaving Steer.
See how these and a lot more features on Steer can help you simplify the way you do business. Get started by signing up for a 14-DAY FREE TRIAL. Have questions? Feel free to send us an email at firstname.lastname@example.org.