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Kyle Mortensen

  • Total activity 18
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Activity overview

Latest activity by Kyle Mortensen
  • Kyle Mortensen commented,
    1. RFMS Mobile
    2. Customer Screen
    3. Add Customer

    To be consistent with CRM, Mobile Measure as well as Order Entry there needs to be an "add customer" within orders/quotes in rfms mobile, instead of having to leave the quote/order entirely and goi...

  • Kyle Mortensen commented,
    1. Community
    2. RFMS Mobile
    3. app login option

    Oh my goodness!  please yes.  this is the simplest app function.  How do we not have it yet?  Now, while you're at it probably activate facial recognition.

  • Kyle Mortensen commented,
    1. Community
    2. RFMS Mobile
    3. Refunds in the Red App

    I just discovered this also.  Obviously this renders RFMS Mobile Order Entry incomplete for the simplest POS transactions.  Please teach us how this is accomplished as I'm sure it exists and we jus...

  • Kyle Mortensen commented,
    1. Community
    2. CRM
    3. CRM Change customer

    RFMS I need to update my CRM opportunity name from one client to another.

  • Kyle Mortensen commented,
    1. Community
    2. RFMS Mobile
    3. Inventory Soft Reserves

    We just ran into this also as it pertains to "holding" inventory for maybe 24-72 hours while clients await their quote.  RFMS is this function still not in RFMS Mobile? Thank you

  • Kyle Mortensen commented,
    1. RFMS Mobile
    2. Order Entry Screen
    3. Attachments

    Will these images also be visible to the client? For context we regularly send a proposal over for selection approval but without the client being able to see those images in that proposal this fu...

  • Kyle Mortensen commented,
    1. Community
    2. CRM
    3. CRM Pictures and attachments

    I also agree.  Mine is more specific to the functionality of a quote approval sales tool.  We'd like the client to be able to see the picture of their selection in the same correspondence they're a...