Sarah Swinney

This screen allows you to search Order Entry for quotes, orders, or estimates that you have created or have been assigned to you. Depending on your RFMS User permissions you may also be able to sea...

Customers can be added to your RFMS Customer Database through the Customers screen in RM. How To: Press the grey plus icon, Fill out the New Customer form. Tap Save to add the new customer to y...

The CRM app is currently available for iOS, Windows, and Android. This document provides a walkthrough for installation on each platform. Requirements License subscription to CRM. Authorized to u...

Opportunity cards are your way of tracking a sales opportunity from start to finish. The card offers much of its information at a glance.         The color bar on the left of the card coordinates...

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...