RPM Software

Email Integration 4

• Email Integration - How to use
• Email Integration - Setup
• Email Integration - Troubleshooting
• Google App Password for Email Integration

Process Field Protection 1

• Process Field Protection

Logos 2

• Agency Custom Logo
• Customer Custom Logo

Process Form Reference 1

• Add/Edit Process Forms Within a Form

Process Configuration 3

• List Score Field
• Yes/No List Field
• Employee Shout Out!! Process

Users 14

• Find Users
• Sign in With Microsoft
• Customer Users
• Add Staff User
• Search Users

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Views 2

• Favorite Views
• Process View Filter

Process Management / Dashboards / Widgets / Setup 174

• Process Management - How To
• Process Setup - Fields
• Dashboard Setup
• View Owner
• Widgets

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Use Cases 10

• At Risk Process
• SPIFF Tracker Process
• Software, Services, Accounts Process
• QR Code
• Agency Onboarding Process

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User Manual 1

• Add Participants