Sarah Swinney

The inventory screen in Warehouse Mobile allows you to search inventory by product category, location, associated store, and by scanning barcodes. Tapping or clicking on the Inventory Tile will ope...

The CRM Questionnaire is a customizable list that can help you further the productivity of the CRM process. Create and Manage the Questionnaire The questionnaire is maintained in RFMS Online Servic...

When using RFMS Mobile Applications keep in mind that there are RFMS Core system options impact their efficiency. Below is a breakdown of some of these options, their required setting, and the apps...

  Samples can be managed within a single opportunity, or across multiple opportunities through the Samples screen.   Managing Samples Through an Opportunity How do I know that there are samples c...

CRM users that have administrator role permissions have the ability to view and restore deleted opportunities. Opportunities are restored through the Search screen. In the top right corner is the D...

From the Search screen you can choose to download your query as a CSV file. You can simply enter a date range for your search and then tap Download CSV in the upper right corner. Name and save the ...

Use the CRM search screen to find or create opportunities based on a customer search. What information is shown on the Search Customers screen? A. Opportunities listed will have a colored icon nex...

Use the CRM Search screen to quickly search for and filter opportunities. What information is shown on the Search Opportunities screen? A. Opportunities listed will have a colored icon next to the...

The CRM search screen allows you to quickly search customers or opportunities and filter the results.  A. Switch between searching opportunities or customers B. View deleted opportunities C. Choos...

The CRM calendar shows appointments and tasks for all user roles within the CRM app. This screen can be viewed by month, week, day, or user schedule. The filter at the top can be used to add or hid...