RPM Software

Login 8

• How to Log on
• Grant Temporary Access
• Forgot Username?
• Forgot Password?
• Sign In With Microsoft

View all 8

User Management 27

• Find Users
• Staff Groups
• Find Users
• Enable/Disable User Information
• Add Staff User

View all 27

Users/Roles/Privileges/Groups 31

• User Seat Hierarchy
• Agent User Login Tutorial
• Adding a Staff User
• Enable or Disable a Staff User
• Setting up Roles

View all 31

General Navigation & Icons 2

• Announcements
• License and Application Services Agreement (Terms)

FAQ 14

• Step-by-Step Monthly Commission Duties
• Import Commission Spreadsheets - Troubleshooting/Error Messages
• My Account is not Paying Correctly
• How do I check what I've imported this month so far? (View Imports)
• Transfer Account

View all 14

Commissions Setup 37

• Step-by-Step Guide to Setting up RPM Telco
• Intro to Agencies and Agents
• Agents - Reps and Managers
• Add Agency Manually
• Add Reps Manually

View all 37

How to use 175

• Account Transfer
• Add a Staff User
• Supplier Custom Views
• Renaming "Rep ID" to "Assignment Code"
• Reorganized Display when Adding Columns to Commission Item Views

View all 175

Templates 22

• Employee Shout Out!! Process
• Dynamic Orders - Setup Guide
• Internal Task Board
• Communication Log Process
• Agencies Process

View all 22

Setup 4

• Process Group
• Import/Copy a Process
• Compare Templates
• All Processes History

How to use 51

• Import in Process (add or update forms)
• View & Filter Table Fields
• Import Data into Table Fields
• View Downloads and Sorting in Excel
• Add Participants

View all 51

Process >> Template 19

• Process Security
• Signatures
• Electronic Signatures Definitions
• Layouts
• Layouts - Style Sheets (CSS)

View all 19

Process >> Fields 41

• Process Setup - Fields
• Process Setup - Min and Max Value(s)
• Process Setup - Archive Fields
• Label Rows In Defined Table Field
• Process Field Protection

View all 41

Process >> Field Groups 1

• Process Setup - Field Groups

Process >> Workflow 8

• Process Setup - Workflow - Actions and Action Triggers
• Process Setup - Workflow - Action Type
• Staff Groups - Action Triggers
• Process Setup - Workflow - Status Trigger
• Process Setup - Workflow - Approvals

View all 8

Process >> Commissions 4

• Process Setup - Commissions
• Process Setup - Commissions - Reference Method
• Turn on Reconcile for Process
• Assigning Reps from Orders

Dashboard 33

• Dashboard Setup
• Widgets
• Portal Widget
• Announcements Widget
• Search Widget

View all 33

Process Flow 2

• Process Flow
• Flow Groups

Table Fill 1

• Table Fill

Email Notification 5

• Email Notification
• Email Integration
• Email Notification
• Email Notification Setup
• Email Notification - Form Information

Shells 1

• Shells

Process Settings 2

• Process settings
• Default Columns (process view)

Subscription Settings 7

• Authority List
• Subscription Settings
• Currency Symbol option
• Edit Subscriber Name
• Date Format

View all 7

Security Settings 1

• Security Settings (logon)

Style Sheets 0

Usage >> Files 1

• Files (Usage)

Usage >> Imports 1

• Import History(all types)

Usage >> Last View Downloads 2

• Last view downloads (Setup)
• Last view download

Usage >> Deleted Forms 1

• Deleted Form History

Integration >> Email Integration 8

• Email Integration - Setup
• Email Integration - How to use
• Email Integration - Troubleshooting
• Google App Password for Email Integration
• Migrate From Basic Email Integration Settings

View all 8

Integration >> Webhooks 1

• Webhooks

Tools >> Rebuild Process Security 1

• Rebuild Process Permissions

Tools >> Rebuild Views 1

• Rebuild Views (Under Construction / Needs Text)

API 0

Getting Started 9

• API General Information
• Add API User
• Introduction to RPM’s API
• Getting Started With RPM's API
• API Special Considerations

View all 9

Endpoints 0

Developer Docs 3

• JSON Structure for Forms
• RPM Webhooks
• RPM API Uid Usage

Unique Usage 7

• API Clearing Form Field Values
• API Getting more fields in ProcForms
• API Getting coordinates of the Options in a Location List Field
• API Creating and Editing Forms that Contain Yes/No Lists Fields
• API Reading Yes/no lists fields

View all 7

Example Code 3

• API Example Code
• API RPM Salesforce Integration
• Common API call examples

API Table of Contents 1

• API Endpoint Table of Contents

API Info Endpoints 1

• API Endpoints Information

API User Endpoints 11

• API User
• API StaffAdd
• API StaffEdit
• API StaffList
• API Staff

View all 11

API Proc Endpoints 3

• API Procs
• API ProcFields
• API ProcSecurity

API ProcFlows Endpoints 1

• API ProcFlow

API ProcTableFillsList Endpoints 1

• API ProcTableFillsList

API ProcForms Endpoints 19

• API ProcForms
• API ProcFormList
• API ProcForm
• API ProcFormAdd
• API ProcFormEdit

View all 19

API ProcViews Endpoint 1

• API ProcViews

API ProcActions Endpoints 3

• API ProcActions
• API ActionTypes
• API ActionEdit

API ProcActionsDue 1

• API ProcActionsDue

API Suppliers Endpoints 4

• API Suppliers
• API Supplier
• API SupplierAdd
• API SupplierEdit

API Agencies Endpoints 4

• API Agencies
• API Agency
• API AgencyAdd
• API AgencyEdit

API CommItem Endpoints 1

• API CommItem

API Commission Metrics Reports Endpoints 8

• API CommAccounts
• API CommAccount
• API CommAgencies
• API CommReps
• API CommRep

View all 8

API Accounts Endpoints 4

• API Accounts
• API Account
• API AccountAdd
• API AccountEdit

API Customers Endpoints 9

• API Customers
• API CustomerSearch
• API Customer
• API CustomerAdd
• API CustomerEdit

View all 9

API Rep Endpoints 3

• API Rep
• API RepAdd
• API RepEdit

API Modified Endpoints 1

• API Modified

Enhancements 17

• What's an Enhancement?
• RPM to Web Calendar Events
• Scheduler
• Status Aggregator
• Status Dictator

View all 17

Enhancement Use Cases 2

• Weekend & Holiday Exclusion From a Process Date Calculation
• Order and Account Field Sync

RPM to Web Calendar Events 3

• Assigned Actions and Outlook Calendar Integration
• Event Calendar (Outlook) Integration
• Project Time Tracking & Google Calendar

Scheduler 5

• Schedule Based Preventative Maintenance
• Schedule Based Preventative Maintenance - Tool Calibration
• Configuring a Scheduler
• Schedule Based Preventative Maintenance - Pattern Examples
• Event Based Preventative Maintenance

Status Aggregator 1

• Status Aggregator Use Case - Incident Investigation and Corrective Action

Status Dictator 1

• Status Dictator - Employee Training Profile

Workflow Extender 14

• Field Change Tracker
• Actions as Forms
• Historian
• Event Based Preventative Maintenance
• Auto Archive Employee Profiles & Their Records

View all 14

Bulk Data Processor 1

• Summary Email for a Process

SQL to RPM Enhancement 0

Commission Carry-Over 1

• Agency Commission Carry-Overs

Freshworks 1

• Freshworks to RPM Monthly Support Process Integration

Google Maps Integration 2

• Google Map Integration and Orders
• Google Map Integration and Safety Incidents/Hazards

RPM to SMS 2

• Share Important Safety Information
• Notify Agents of Order Updates

Commission Run Process Processor 1

• Agency Leaderboard

Privacy Policy 2

• RPM Software, LLC Privacy Policy
• California Consumer Privacy Statement

Acceptable Use Policy 1

• Acceptable Use Policy (May 1, 2023)

System Requirements 1

• Product System Requirements

RPM Platform Security FAQ 2

• RPM Platform Frequently Asked Questions
• RPM Data Dump

Understanding my Invoice 1

• RPM Telco Billing Explanation

What's New - Telco 28

• What's New RPM 34
• What's New RPM 33.1 - Release Date August 22, 2024
• What's New RPM 33 - Release Date: February 12, 2023
• What's New RPM 32 - Release Date: September 18, 2022
• What's New RPM 31 - Release Date: May 15, 2022

View all 28

Unplanned Outage 69

• RPM Service Status
• February 18, 2025
• February 18, 2025
• March 24, 2024
• July 25, 2023

View all 69

What's New - API 6

• RPM 22 - Sent: Feb 14, 2018
• RPM 21 - Sent: September 29, 2017
• UserPasswordCheck - Sent: February 28, 2017
• No More Key Property - Sent: May 16th, 2017
• RPM 19 - Sent: April 17, 2017

View all 6

Service Level Obligations 1

• Service Level Obligations

Support Services 1

• Support Services

Webinars 9

• Dynamic Orders Webinar
• Best Practices Webinar for Table Fill & Flow, Email Notifications & Integration, and Transfers
• Best Practices Webinar - Widgets
• Customer/Supplier/Agency Process API Enhancement Integration
• Auto Renewal/Comm Carry-Over/Better Action Management RPM Telco API Enhancement Integration Webinar

View all 9

Connecting 4

• Connecting
• Changing Password
• Connecting to Microsoft Power BI Desktop
• Connecting to Tableau Desktop

Data Structure 4

• RPM >> Data Warehouse Architecture
• Schemas
• Field Naming Scheme
• Multiple RPM Subscription Data Options