RPM Software

Dashboards supply at-a-glance views for important data using widgets. Dashboards can be customized by role or staff group, which allows a wide range of repo...

Click on the Name of the Widget to View the Setup General  Portal The portal widget displays quick links to processes, customers, agencies, use...

Adding a Portal widget to a dashboard gives users a convenient option to access the navigation options available in the top menu. See also: ...

Add an Announcements widget to a dashboard to display important information throughout your company. To add an announcement, your profile will...

The Search widget allows you to add a search function to specific areas of RPM.  Enter the Widget name and select the Scope. The scope limits whe...

The Attention list widget will display a form count by process for: Actions due for me, Actions due for someone, Approvals required for me, Approvals requi...

Add an Actions widget to a dashboard to display a user’s actions. Up to 10 actions will be displayed in the widget.     When the actions widget is on y...

The Commission run widget shows you how long ago (days) you closed out your run and the total net billed for that run. See also: All Wi...

The Commissions value widget has multiple options and can therefore be used to show either growth or value for variables such as: Net billed, Gross comm, Pa...

The Commission trends widget displays the trends of certain types of commission values over a set time period.  Types: Net billed Gross comm. ...