How to use
Articles are ordered as someone would experience RPM. For example, login, dashboard, processes, etc.
The More menu, gives you functionality and options for the forms in the current active view. Top menu >> Processes >> More Import: All...
Thu, 1 Feb, 2024 at 11:44 AM
In RPM 24 we changed the way RPM writes data to Excel. Previously, RPM would sort the rows as they were in the view. With RPM 24, the rows are written to th...
Fri, 31 May, 2019 at 1:45 PM
To add a link to a form click + Add a link located in the Files box.
Enter the Name and Url for the link.
If necessary...
Mon, 6 Jul, 2015 at 10:32 PM
When viewing either built-in, shared, or private views in a process, the Reports menu has various options that can be helpful to quickly total money columns...
Fri, 23 Feb, 2024 at 2:37 PM
Any time you're in a view in RPM, you'll see a Download button on the right side of the toolbar. This button will generate a .xlsx file that you ca...
Thu, 16 Feb, 2017 at 4:03 PM
On the Customer, Agency Supplier and Account page you can find processes that the Customer, Agency, Supplier or Account is referenced in. The Referenced in...
Thu, 28 Sep, 2017 at 10:52 AM
RPM Telco adds a layer of organization on top of the most popular cloud-based file storage services. This way mission critical documents and files a...
Thu, 15 Sep, 2016 at 3:56 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
By setting up staff groups you will have the additional ability to add staff groups (and therefore all users in the group) all at the same time as participa...
Tue, 5 Sep, 2023 at 10:23 AM
Use Notify to manually send an email notification to one, some, or all participants of a form. For example, use Notify if you have made an edit to a...
Tue, 23 Aug, 2016 at 2:06 PM