Sarah Swinney
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Recent activity by Sarah Swinney-
How to Customize Measure Appointment Notifications
This is a Measure Reminder text for the customer associated with a CRM opportunity. The phone number that is used is the number that occupies the "Phone 1" slot in the Sold To section in the Overvi...
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How do attachments work with My Flooring Link?
When creating a My Flooring Link through RFMS Mobile you will have the option to include attachments. These attachments are the ones included in the header of the order. After using the button, a...
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How to Use Billing Groups in RFMS Mobile
In RFMS Mobile you can search and view, assign orders to, create new, and manage orders within billing groups. Please note that contracts and partial billing will still need to be done in core. For...
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How to Edit the Cost of a Line Item and Include a Comment
If you have the permission to edit the cost on a line item, then you will be able to do so in RFMS Mobile Order Entry. After adjusting the cost there is a text box where you can enter a comment abo...