Sarah Swinney
Articles
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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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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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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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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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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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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...
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Known Issue with Barcode Scanning After Updating iOS
What is the issue? Barcodes are not scanning on certain iPad models that have been updated to iOS 17.4. This means that users of CRM, Warehouse Mobile, RFMS Mobile, and Measure Mobile may have thei...
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How to View History when Searching Inventory in Warehouse Mobile
While searching in the Inventory screen in Warehouse Mobile you can view the history. For more information on Roll/Item History in RFMS Core please see the the article Understand Roll Inventory and...
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How to Move Inventory via the Inventory Search Screen in Warehouse Mobile
When searching inventory in Warehouse Mobile you can select a record and choose to move it to a different location. How To: Select a record by tapping the gray circle. It will become a brown circl...
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Inventory Record Attachments
Any images or PDFs that are attached in Core or RFMS Mobile will show when an inventory record is opened in Warehouse Mobile (WM). Attachments can also be added while viewing inventory in WM. Help...