Process Management / Dashboards / Widgets / Setup

Add Customer Participant (mass)
Top menu >> Customers >> Contacts tab This feature allows you to add customer participants to multiple forms in a process at once.  ...
Fri, 29 May, 2015 at 9:46 AM
Archived Fields
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
Process Setup - Field Groups
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
Turn on Reconcile for Process
Top menu >> Setup >> Click process >> Commissions tab 1. Click the Commissions tab 2. Click Edit ...
Thu, 9 Apr, 2015 at 11:34 AM
File Folders
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
Rep ID Assignment (from process)
Top menu >> Setup >> Click process >> Commissions tab This feature will assign the Rep ID from the form (prior to receiving commi...
Mon, 4 Apr, 2016 at 11:22 AM
Email History
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
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
Process Setup - Workflow - Action Type
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
Remove Old Formula Field
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