Sarah Swinney
Activity overview
Latest activity by Sarah Swinney-
Sarah Swinney created an article, Enabling System Options Required Before Using Mobile Apps
When using RFMS Mobile Applications keep in mind that there are RFMS Core system options impact their efficiency. Below is a breakdown of some of these options, their required setting, and the apps...
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Sarah Swinney created an article, How to Keep Track of Samples Given
Samples can be managed within a single opportunity, or across multiple opportunities through the Samples screen. Managing Samples Through an Opportunity How do I know that there are samples c...
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Sarah Swinney created an article, How to View and Restore Deleted Opportunites
CRM users that have administrator role permissions have the ability to view and restore deleted opportunities. Opportunities are restored through the Search screen. In the top right corner is the D...
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Sarah Swinney created an article, How to Download Opportunity Searches as a CSV File
From the Search screen you can choose to download your query as a CSV file. You can simply enter a date range for your search and then tap Download CSV in the upper right corner. Name and save the ...
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Sarah Swinney created an article, How to Search Customers
Use the CRM search screen to find or create opportunities based on a customer search. What information is shown on the Search Customers screen? A. Opportunities listed will have a colored icon nex...
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Sarah Swinney created an article, How to Search Opportunities
Use the CRM Search screen to quickly search for and filter opportunities. What information is shown on the Search Opportunities screen? A. Opportunities listed will have a colored icon next to the...
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Sarah Swinney created an article, Search Screen Overview
The CRM search screen allows you to quickly search customers or opportunities and filter the results. A. Switch between searching opportunities or customers B. View deleted opportunities C. Choos...
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Sarah Swinney created an article, Calendar Overview
The CRM calendar shows appointments and tasks for all user roles within the CRM app. This screen can be viewed by month, week, day, or user schedule. The filter at the top can be used to add or hid...
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Sarah Swinney created an article, How to Append Quote to Existing Order
When you need to append an additional quote to an existing order use the Append to Order button when viewing a quote. Note: the quote cannot be in Edit mode, or this option will not appear. How To:...
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Sarah Swinney created an article, Attach File or Image to Pick Up Order Header
While viewing a Pick Up order you can add an image or attach a PDF. Tip: Any attachments made from order entry will also appear here. File Types Supported: PDF JPG PNG Note: Once an image or P...