Posts – Apps

CRM Note Attachments Option

Cayden Dunbar September 26, 2023 20:39

2 votes 0 comments

Sorting Lines By Type in RFMS Mobile

Cayden Dunbar September 26, 2023 20:34

2 votes 0 comments

Seeing a Product // Service Line's Gross Profit Inside of Order Entry

Cayden Dunbar September 26, 2023 20:21

2 votes 0 comments

Create Billing Group in RFMS Mobile

Melissa Molyneaux - Call Cell September 22, 2023 20:04 Completed

25 votes 5 comments

Text Templates In RFMS Mobile

Devyn Bauer September 22, 2023 19:44

1 vote 0 comments

Picking Ticket Lines Remain Visible

Jon Martin September 12, 2023 12:14

1 vote 0 comments

Add SKUs to "Find Text" Option in Product Search

Jon Martin September 07, 2023 17:05

2 votes 0 comments

View PO After Job Cost

Curtis Mayo September 01, 2023 20:57

2 votes 1 comment

Sorting Line Groups by Number in RFMS Mobile

Cayden Dunbar August 31, 2023 19:03

1 vote 0 comments

Improvements for Multiple Locations on Single Inventory Records

Jon Martin August 30, 2023 20:15

1 vote 0 comments

Order Remarks Not Visible in RFMS Mobile

Jon Martin August 29, 2023 15:50

1 vote 0 comments

Sorting Schedule Pro by Salesperson in RFMS Mobile

Cayden Dunbar August 23, 2023 21:42

2 votes 1 comment

Allow Accounts on Hold to be Editable in RFMS Mobile

Cayden Dunbar August 23, 2023 21:36

1 vote 0 comments

Recurring Notes Available in RFMS Mobile

Cayden Dunbar August 23, 2023 21:35

35 votes 9 comments

CRM CSV Data Download Fields Missing - Needs Created and Last Touched Dates

Steve Brannen August 22, 2023 13:45

0 votes 0 comments

Generate a job completion invoice

John Scherr August 18, 2023 19:33

2 votes 1 comment

Style numbers in proposals

Sheldon Yoder August 17, 2023 19:33

1 vote 1 comment

Chats Thread in Dashboard

Caleb Caleb July 24, 2023 17:46 Completed

3 votes 1 comment

Displaying TEXT Boxes when sharing a doc from MOBILE

Matt Wagner July 05, 2023 19:49

1 vote 1 comment

Schedule

Mary Graves July 05, 2023 19:18

2 votes 1 comment

Print service line costs on RFMS Mobile work orders and select lines to print on work orders

Vylett Cross July 05, 2023 15:20

0 votes 0 comments

Resizing the Dashboard Boxes

Amanda Marini June 14, 2023 23:26

1 vote 0 comments

Merge Opportunities

Annette Hutcheson June 07, 2023 18:28

7 votes 3 comments

Viewing Quotes that have been measured

Amanda Marini May 26, 2023 19:08

1 vote 0 comments

Copy & Paste from Comments

Amanda Marini May 26, 2023 18:51

3 votes 1 comment

CRM Note Attachments Option

Sorting Lines By Type in RFMS Mobile

Seeing a Product // Service Line's Gross Profit Inside of Order Entry

Create Billing Group in RFMS Mobile

Text Templates In RFMS Mobile

Picking Ticket Lines Remain Visible

Add SKUs to "Find Text" Option in Product Search

View PO After Job Cost

Sorting Line Groups by Number in RFMS Mobile

Improvements for Multiple Locations on Single Inventory Records

Order Remarks Not Visible in RFMS Mobile

Sorting Schedule Pro by Salesperson in RFMS Mobile

Allow Accounts on Hold to be Editable in RFMS Mobile

Recurring Notes Available in RFMS Mobile

CRM CSV Data Download Fields Missing - Needs Created and Last Touched Dates

Generate a job completion invoice

Style numbers in proposals

Chats Thread in Dashboard

Displaying TEXT Boxes when sharing a doc from MOBILE

Schedule

Print service line costs on RFMS Mobile work orders and select lines to print on work orders

Resizing the Dashboard Boxes

Merge Opportunities

Viewing Quotes that have been measured

Copy & Paste from Comments

CRM Sample Check In Window - Allow Sales Associate to see all Samples checked out & link notes to Activities

Link Multiple Quotes

Show open quotes for Sales Person 2

Mobile Work Order Sort by Area on Installers Screen

Allow export of quote to order while keeping sample checked out