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Sarah Swinney

  • Total activity 66
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Activity overview

Latest activity by Sarah Swinney
  • Sarah Swinney created an article,

    How to Create an Opportunity

    Opportunities are the driving force of the RFMS Customer Relationship Management app. This article will cover how to create opportunities with new or existing customers. Video Tutorial Cr...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    CRM Licensing and User Administration

    The Customer Relationship Management app (CRM) is available through subscription licensing. For more information about the cost per license and how to sign up or add it to your existing subscriptio...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    CRM Download and Installation

    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 us...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    User Roles and Permissions

    This article provides a detailed overview of user roles and permissions as they are in RFMS Online Services (ROS). The Online Services website is where license usage for all RFMS apps are maintaine...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    How To Manage Checklists

    CREATE AND EDIT CHECKLISTS   CREATE AND EDIT CHECKLIST ITEMS  

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    How to Create Templates in ROS

     

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    • 1 follower
    • 0 comments
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  • Sarah Swinney created an article,

    Restore Earlier Versions of Projects

            Recovering a past version(s) of a project can been done regardless of what stage a project is currently in: open, draft, pending, finalized, or archived.  Note: You must be an Administ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    Upload Products to the Cloud

     

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    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    How to Manage Your Projects Saved in the Cloud

     

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    Add New Products and Services to the Cloud

    MANAGE PRODUCT TABS   ADD NEW ROLL PRODUCTS TO THE CLOUD   ADD NEW HARD SURFACE PRODUCTS TO THE CLOUD   ADD NEW LINEAR TYPE PRODUCTS TO THE CLOUD   ADD NEW MISCELLANEOUS TYPE PRODUCTS TO T...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes