This article gives a quick overview on how to use the customer login. Any issues such as password resets or questions should be directed to your Account Manager.
The Customer login will allow you to view your placed Orders, Customer information, and Supplier Account numbers. Your Account Manager will dictate how your dashboard will look when you sign in.
The 3 horizontal stripes (aka: Top Menu) in the top left area will be your main navigation tool in RPM.
Dashboard
The Dashboard will display widgets that can act as quick links to find your Orders with your Account Manager.
1. Start or View buttons: if your Account Manager allows you to start or view certain processes you can have buttons on your dashboard to easily start or access them.
2. Actions: actions can be automatically assigned to you. Actions are like reminders and you can click on the link in the action and it will bring you to the form you need to work on.
Processes
Top Menu >> Processes
Customer Page
Top Menu >> Customer
This page will contain the Customer information that your Account Manager has tracked. It can contain basic information like locations and addresses. It will also contain the Account Numbers that your Supplier or Service Provider has assigned to your Order. If your User is assigned as the contact on multiple Customers, there will be a different page for each one.