Sarah Swinney

Once you purchase and the API service is installed, you should provide the following information to your own developer so that they can begin developing against our API: 1. Documentation for the St...

 Note: This feature is only available to users with administrator privileges. For more information please see the article User Roles and Permissions. Warehouse names and store associations can be...

Close Rates can be found under the Reports screen, , in CRM. This screen has different options depending on whether you have a role as an estimator/salesperson or as an administrator/manager. For m...

How Does the CRM Chat Feature Work? Initial contact with the customer can be made using CRM Chat in the Contact stage.  The Chat tab records all CRM Chat correspondence for multiple numbers at a t...

This article will cover how to take credit card payment using a CardPointe SDKs. The terminal connects via Bluetooth ONLY to Android or iOS devices.Video Tutorial   Take a Payment and Include Sh...

If your user permissions allow, you can search and view claims through the Order Entry screen in RFMS Mobile. Video Tutorial   Search Claims Use the dropdown to select to search Claims. If yo...

The CRM beta is currently available for iOS, Windows, and Android. This document provides a walkthrough for installation on each platform. Requirements Must have received the Beta invitation email...

This opt-in is a feature that allows trusted third parties to integrate with your RFMS database via the API. This integration does not require an API Token. Instead, the third party developer can s...

Salesperson goals are set by those with an administrator/manager role while in the CRM app. To access these settings go to the Reports screen, , then tap the Goals icon, , in the upper right corner...

Use RFMS Mobile to enter a customer's credit card information and accept a payment without using a physical payment terminal. This is a card-not-present payment.Video Tutorial  Accept the Payment...