Project Information

This article will details how to manage Project Information in Measure Mobile for both RFMS and non-RFMS Users.

RFMS Users
 

 

Tabs displayed across the top of the Project Information screen:

Project

Contains title, measure and delivery dates, project last modified date, and cost.

Additionally, this screen shows sales lead, salesperson, and quote/order numbers. You can also add private notes that will appear in the order. These are not viewable on any printed reports meant for the customer.

Customer

Customer name, address, phone number, and email appears here.

You can also search for, create, and update customers in RFMS database.

Job

Job name, address, phone number, and email appears here.

My Store

Select the appropriate store associated with this project. The list of stores, their names, and their addresses is based on the RFMS system options. Otherwise it is entered by an administrator through RFMS Online Services.

Search Store

Search your RFMS store interactively for customer information.


Terms and conditions will also appear here. These defined by a system administrator and are pulled from the Terms and Conditions area in RFMS Online Services.


 

How To:

  1. To get to the Project information screen you can either press the information button on the project tile of the Home screen or, if you are already in a project, the information button will be located at the bottom left of the Side Bar Menu.
  2. Edit the various fields under the listed tabs that apply to the project.
  3. Press Done to save changes.
Non-RFMS Users

 



Tabs displayed across the top of the Project Information screen:

Project

Contains title, measure and delivery dates, project last modified date, and cost.

Customer

Customer name, address, phone number, and email appears here.

Job

Job name, address, phone number, and email appears here.

Company

Your company name and information appears here along with Terms and Conditions.

Terms and Conditions are pulled from the RFMS Online Services website. These defined by a system administrator and are pulled from the Terms and Conditions area in RFMS Online Services.


 

How To:

  1. To get to the Project information screen you can either press the information button on the project tile on the Home screen or, if you are already in a project, then the information button will be located at the bottom left of the Side Bar Menu.
  2. Edit the different fields under the listed tabs that apply to the project.
  3. Press Done to save changes.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk