Process Management / Dashboards / Widgets / Setup
Top menu >> Processes
By tracking data in any of the processes you create a standardized way to track your information such as your orders or ...
Thu, 28 Sep, 2017 at 12:28 PM
Fields are the building blocks of processes. Fields describe and customize the process(es) you build and the data you want to capture. RPM Telco has many d...
Mon, 14 Feb, 2022 at 9:47 AM
Top menu >> Setup >> Dashboards A dashboard provides at-a-glance views for important data through the use of widgets. Without the prope...
Thu, 9 Dec, 2021 at 1:28 PM
When a user creates a view, they become the Owner of that view. View access can either be shared or private. Shared views can be accessed by any us...
Wed, 22 Apr, 2020 at 9:41 AM
Click on the Name of the Widget to View the Setup Portal The portal widget displays quick links to processes, customers, agencies, users, commission...
Thu, 21 Apr, 2022 at 10:57 AM
Actions are like your reminders in Outlook or Gmail. You can add actions on the fly or have action triggers setup that fire automatically when a certain sta...
Wed, 23 Jan, 2019 at 4:24 PM
Top menu >> Setup
You can select the default columns for the 'All' view for each process.
From the Setup page click on the...
Fri, 13 Nov, 2015 at 10:59 AM
Top menu >> Processes >> Select any process In certain situations it can save time to import and create new process forms (eg: orders, quote...
Thu, 12 Jul, 2018 at 1:57 PM
Click on the links corresponding to the different field types to learn more about each one. Reference – references data from Processes, Customers, Agency,...
Tue, 2 Nov, 2021 at 10:33 AM
Top menu >> Setup >> Process flow The Process flow feature allows you to 'flow' data from one process into another. Using this fea...
Thu, 16 Dec, 2021 at 9:39 AM