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Sarah-Swinney

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Recent activity by Sarah-Swinney
  • How to Get a Credit Card Pre-Authorization on a Quote

    Obtaining Credit Card Pre-authorizations is a feature of RFMS Credit Card Services. Please review the article Credit Card Pre-Authorizations before continuing with the information in this article. ...

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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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  • Where Do My Notes Go?

    RM Order Entry Notes Internal Note Where to enter: Tap the  button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Internal Note Viewable in: ...

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  • Create a PDF for your Quote or Order

    When Create PDF is selected the Presentation screen will show you the preview of the customized document as well as provide additional options. On quotes or order you can collect a signature. On or...

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  • Customize PDF Document for Quote or Order

    The Proposal document can be customized and shared with the client. Note that customizing and creating PDF documents cannot be done while editing a quote or order. You must first Save. Video Tutori...

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  • How to Search and View Claims in RFMS Mobile

    If your user permissions allow, you can search and view claims through the Order Entry screen in RFMS Mobile. Video Tutorial   Search Claims Use the dropdown to select to search Claims. If yo...

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  • How to Export a Quote to an Order

    When exporting a quote to an order the quote must first be saved. Be sure to tap , and ensure that you are viewing, not editing the quote.  Tips: A quote can be exported more than once. If there ...

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  • The Dashboard Screen

    This screen shows you your recent Drafts, Quotes, and Orders. From this screen you can create a New Order, New Quote, or Add a Customer. Tips: Drafts are saved per device. Quotes and Orders will...

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  • Add Customer

    Customers can be added to your RFMS Customer Database through the Customers screen in RM. How To: Press the grey plus icon, Fill out the New Customer form. Tap Save to add the new customer to you...

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  • Attachments

    Images and documents can be attached to a quote or order via the Attachments tab in the right side section. For information on how to include attachments on the PDF proposal or order please see the...

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