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 many d...
Thu, 5 Jul, 2018 at 4:08 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, quote...
Thu, 12 Jul, 2018 at 1:57 PM
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