Jon Martin
Activity overview
Latest activity by Jon Martin-
Jon Martin created a post, Measuring Estimator Performance with CSV Dates
The CSV that is available in the Counts & Values report in CRM contains these 3 date fields: Creation Date, Measure Date (this seems to just be the date/time selected when the measure is created, n...
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Jon Martin created a post, Questionnaire - Print or Save to PDF
We would like to be able to create a PDF from (or print) the CRM questionnaire. Because of our specific process for entering opportunities and passing them to our estimating team, it is not conveni...
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Jon Martin created a post, Customer Type More Visible
In RFMS Mobile, when viewing a quote/order the Customer Type field is not shown as part of the header information. It is only shown when the user clicks the Sold To address. This field is much more...
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Jon Martin created a post, Picking Ticket Lines Remain Visible
When a line is picked from a picking ticket, it disappears from the screen. We would prefer to have the lines instead remain visible with some indication that they've been picked. Some options coul...
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Jon Martin created a post, Add SKUs to "Find Text" Option in Product Search
When we use the Find Text option to search for products, SKUs are not displayed in the search results. When we use Find SKU, the SKUs are displayed. Being able to see the SKUs is important for veri...
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Jon Martin created a post, Improvements for Multiple Locations on Single Inventory Records
We are using the Item Inventory Consolidation feature to maintain one inventory record per item number. We are also using the location feature in Warehouse Mobile. Since multiple pallets of a singl...
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Jon Martin created a post, Order Remarks Not Visible in RFMS Mobile
In Order Entry in RFMS Core, we have the option to enter 3 types of notes: Order Internal, Order Custom, and Remarks. In RFMS Mobile, the Remarks are not visible. We are using this type of note bec...
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Jon Martin created a post, PlannedSupplier Drop-Down on Unreferenced Lines
In RFMS Core, we have the "Supplier from Supplier File Only" system option enabled. This forces users to choose a supplier name from our supplier list, including while creating unreferenced lines. ...
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Jon Martin created a post, Payment Details in Customize PDF
We sometimes need to print a "receipt" for customers present in our retail showrooms. The customers want to see details of past credit card transactions. This detailed information is available in t...
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Jon Martin created a post, Notification for Non-Compliant Sell Qty./Carton Qty.
When a measure containing a line that is not compliant with the Sell Qty. (carton qty) for the product is published, the user does not see any indication of this variance in CRM or RFMS Mobile. We ...