Process Management / Dashboards / Widgets / Setup

Process Management - How To
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
Process Fields - Explained
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...
Thu, 24 Mar, 2016 at 2:00 PM
Dashboard Setup
Top menu >> Setup >> Dashboards A dashboard provides at-a-glance views for important data through the use of widgets. Withou...
Tue, 15 Mar, 2016 at 2:43 PM
Widgets
Click on the Name of the Widget to View the Setup Portal The portal widget displays quick links to processes, customers, agencies, users, commi...
Thu, 1 Jun, 2017 at 11:11 AM
Actions and Action Triggers
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...
Fri, 22 Sep, 2017 at 2:43 PM
Default Columns (process view)
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
Import in Process (add or update forms)
Top menu >> Processes >> Select any process In certain situations it can save time to import and create new process forms (eg: orders, quo...
Wed, 16 Sep, 2015 at 9:44 AM
Field Types
Click on the links corresponding to the different field types to learn more about each one. Reference – references data from Processes, Customers, Agenc...
Thu, 5 Oct, 2017 at 12:26 PM
Process Flow
Top menu >> Setup >> Process flow The Process flow feature allows you to 'flow' data from one process into another. Using this fea...
Fri, 9 Mar, 2018 at 10:24 AM
Add Agency Participant (mass)
Top Menu >> Reps Click Add agency participants Select the Process Select the Scope The next step in the wiz...
Wed, 11 Oct, 2017 at 11:02 AM