Sarah Swinney
Activity overview
Latest activity by Sarah Swinney-
Sarah Swinney created an article, How to Customize Measure Appointment Notifications
This is a Measure Reminder text for the customer associated with a CRM opportunity. The phone number that is used is the number that occupies the "Phone 1" slot in the Sold To section in the Overvi...
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Sarah Swinney created an article, Generate API Credentials for Developers
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...
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Sarah Swinney created an article, How do attachments work with My Flooring Link?
When creating a My Flooring Link through RFMS Mobile you will have the option to include attachments. These attachments are the ones included in the header of the order. After using the button, a...
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Sarah Swinney created an article, Processing Refunds through RFMS Mobile
Orders that have had payment taken via Payments Flex, Cyncly Pay or CardPointe can have refunds processed through RFMS Mobile. Open the order that you want to process a refund for. Select the Refu...
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Sarah Swinney created an article, How to Use Billing Groups in RFMS Mobile
In RFMS Mobile you can search and view, assign orders to, create new, and manage orders within billing groups. Please note that contracts and partial billing will still need to be done in core. For...
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Sarah Swinney created an article, How to Create an XML file in 20/20 Design Live and Import into RFMS Mobile
To create an XML, click on Reports from the Presentation Menu Select Application Integration and Click OK On the Application Integration window, click the RUN button. A message will pop up sayin...
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Sarah Swinney created an article, How to Get a Credit Card Pre-Authorization on a Quote
Obtaining Credit Card Pre-authorizations is a feature of RFMS Credit Card Services and will work for users of Payments Flex, CardPointe (Clover), and Cyncly Pay. Please review the article Credit Ca...
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Sarah Swinney created an article, How to Edit the Cost of a Line Item and Include a Comment
If you have the permission to edit the cost on a line item, then you will be able to do so in RFMS Mobile Order Entry. After adjusting the cost there is a text box where you can enter a comment abo...
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Sarah Swinney created an article, How to Adjust Costed Inventory through RFMS Mobile
The option to search and adjust inventory through Measure mobile is controlled through a user permission in RFMS Online Services. Please keep in mind that only inventory that has been costed is abl...
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Sarah Swinney created an article, How to obtain iOS crash logs for RFMS Mobile
To help troubleshoot some bugs, the RFMS Support Team may need you to submit crash logs from your iOS device. Or, if RFMS Mobile has crashed on your iOS device, please do the following (for iOS 11...