ERP - Construction

Check there are no message windows hiding behind the splash screen (like the update notification) waiting to be actioned.

Once logged in go to Options, Online Enquiries and check if you have OLE credentials entered (If you do not have Online Enquiries as an active module these are not needed) a member of the support team can provide you with those.

If you have Online Enquiries check with IT that you do not have a Proxy active, if you do you may need to enter the Proxy details into the Options, Online Enquiries tab.

1. Check there are no message windows hiding behind the splash screen (like the update notification) waiting to be actioned.
2. Once logged in go to Options, Online Enquiries and check if you have OLE credentials entered (If you do not have Online Enquiries as an active module these are not needed) a member of the support team can provide you with those.
3. If you have Online Enquiries check with IT that you do not have a Proxy active, if you do you may need to enter the Proxy details into the Options, Online Enquiries tab.

When trying to open ConQuest it sits on the splash screen for a very long time before finally opening.

Launching ConQuest displays the Splash screen for a long time

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.