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Keigen Krueger

  • Total activity 65
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Activity overview

Latest activity by Keigen Krueger
  • Keigen Krueger created a post,

    Looking for "Advanced" Users

    1. Community
    2. CRM

    Hello, My name is Keigen and I have been a Cyncly app's user for over a year now. I believe I have a high understanding of their app work flow. I am reaching out to find other users who would consi...

    • 2 followers
    • 0 comments
    • 2 votes
  • Keigen Krueger commented,
    1. Community
    2. RFMS Mobile
    3. Change Font for notes during exporting

    I would love a feature like this added, being able to bold and underline words in the notes would be very useful. I believe other users have requested in the past the option of being able to change...

  • Keigen Krueger commented,
    1. Community
    2. RFMS Mobile
    3. Search Schedule in RED by salesperson

    Store code would be highly beneficial. 

  • Keigen Krueger created a post,

    Moderator/Community Activity

    1. Community
    2. CRM

    Hello, I believe it would be beneficial for this community to have a moderator presence. Currently it feels as if we are all screaming into the void and only others who are having the same (or diff...

    • 2 followers
    • 1 comment
    • 2 votes
  • Keigen Krueger commented,
    1. Community
    2. RFMS Mobile
    3. MY FLOORING LINK NEEDS TO SHOW CUSTOMERS WHAT INFORMATION IS MISSING

    I had to write a Customer Guide with how frequent customers have been asking how to complete their approval. I included screenshots on the document to make the guide more informative.

  • Keigen Krueger created a post,

    History for Sample Check Out

    1. Community
    2. CRM

    In CRM in a opportunity there is a function to review the history of your opportunity. This is good for viewing what changes have been made. However, I noticed that when you check in/out a sample o...

    • 2 followers
    • 1 comment
    • 1 vote
  • Keigen Krueger created a post,

    Choose/Optional Attachments Function

    1. Community
    2. Mobile Work Orders

    We have our installers all working on Mobile Work Orders (M.W.O.). In this we had previously turned off attachments for our installers. We have found this to be a challenge when our carpet installe...

    • 1 follower
    • 0 comments
    • 0 votes
  • Keigen Krueger commented,
    1. Community
    2. RFMS API
    3. Default Settings RFMS

    After looking further around the Online Services Portal I believe I found where my suggestion was already implemented.  It is located under Branding and Legal (blue tile). After clicking on the til...

  • Keigen Krueger commented,
    1. Community
    2. CRM
    3. Link Multiple Quotes

    I very much agree with this! I'm surprised it wasn't possible already.

  • Keigen Krueger created a post,
    Completed

    Default Settings RFMS

    1. Community
    2. RFMS API

    I believe it would be beneficial to have default settings in RFMS Mobile much like how there is in Measure Mobile with the Project, Proposal, and Installation Settings. I think we need this in RFMS...

    • 2 followers
    • 2 comments
    • 1 vote