Jacob Solanto
Activity overview
Latest activity by Jacob Solanto-
Jacob Solanto created an article, Viewing the Recent Activity Screen
The Recent Activity screen provides a detailed log of recent actions and updates. Here's how to access and navigate it: Click the Recent Activity icon in the left-hand menu. The Recent Activity...
-
Jacob Solanto created an article, Customizing Notification Settings
You can personalize your notification preferences to stay informed without receiving unnecessary alerts. Here's how to customize your notification settings: Step 1: Access Notification Settings C...
-
Jacob Solanto created an article, Switching Between Calendar View and List View
Easily switch between views to manage your tasks and appointments in the format that best suits your needs. Here's how: Step 1: Navigate to the Calendar Locate the Calendar and List icons Ste...
-
Jacob Solanto created an article, Switching Between Pipeline View and List View
Easily switch between views to manage your opportunities in a way that suits your workflow. Here's how: Step 1: Navigate to the Pipeline Locate the Pipeline and List icons Step 2: Switching Vi...
-
Jacob Solanto created an article, Adding Tags to an Opportunity
Tags help you categorize and organize opportunities for easier tracking and filtering. Here's how to add tags to an opportunity: Step 1: ROS Setup Before users can add tags, an admin must first cre...
-
Jacob Solanto created an article, Viewing Chats and Notifications Across Screens
In addition to accessing Recent Chats and Latest Notifications on the dashboard, you can also view them from several other screens: Pipeline Search Opportunities Calendar Reports Samples ...
-
Jacob Solanto created an article, How to input an Inventory Adjustment
This article covers how to search and adjust inventory in Warehouse mobile. This is controlled via user permission in RFMS Online Services. Note: Only inventory that has been costed can be adjuste...
-
Jacob Solanto created an article, How to Search Picking Tickets
This article covers how to search for Picking Tickets in Warehouse Mobile 1. The search field uses RFMS Smart Search, so you can enter any header information, ship to info, PO number, etc. 2. Selec...
-
Jacob Solanto created an article, How to Pick and Deliver Lines
This article covers how to pick lines in Warehouse Mobile. This action can be completed after lines are cut and a picking ticket is created. 1. Inside a picking ticket, select a line 2. Click Pick ...
-
Jacob Solanto created an article, How to Create Picking Tickets
This article covers how to Create Picking Tickets in Warehouse Mobile The option to Create Picking Tickets is based on a user permission in RFMS Online Services titled Create Picking Tickets. 1. Wh...