Process Management / Dashboards / Widgets / Setup
Top menu >> Customers >> Contacts tab
This feature allows you to add customer participants to multiple forms in a process at once.
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Fri, 29 May, 2015 at 9:46 AM
Top menu >> Setup >> Click process >> Fields tab
Archive a field when collecting its data is no longer necessary. Archiving a field ...
Thu, 26 Feb, 2015 at 2:20 PM
Top menu >> Setup >> Click process >> Field groups tab Based on field value(s) or status level, other fields can either be shown or hi...
Wed, 23 Jan, 2019 at 3:57 PM
Top menu >> Setup >> Click process >> Commissions tab
1. Click the Commissions tab
2. Click Edit
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Thu, 9 Apr, 2015 at 11:34 AM
Add folders to a process to keep you files organized. For example, if you are tracking contracts or supplier files, you may want to setup folders to keep co...
Mon, 4 Apr, 2016 at 11:17 AM
Top menu >> Setup >> Click process >> Commissions tab This feature will assign the Assignment Codes from the form (prior to receivi...
Mon, 17 Jun, 2019 at 3:38 PM
Top menu >> Setup >> Email notification >> History
The email history will show all the emails that were sent from RPM.
From ...
Tue, 21 Apr, 2015 at 3:57 PM
Cloud storage integration allows you to paste add link in your file box that will allow you to access your files stored with online cloud storage pro...
Tue, 21 Jul, 2015 at 12:04 PM
Top menu >> Setup >> Select process >> Workflow tab You can create action types which allow you to set conditions such as who can edi...
Wed, 23 Jan, 2019 at 4:33 PM
Instructions to replace old formula field with new formula field
In the next version release the old formula field will be removed and therefo...
Fri, 13 Nov, 2015 at 3:08 PM