This post details integrating Salesforce orders with RPM to ensure critical data points are tracked...
What's New - RPM 34!
RPM Brand Update
On the login page, you’ll see our new logo. We’ve updated our website. Subscribers are encouraged to check out the Resourses and the News & Insights blog, where you will find and can sign up to receive RPM best practice content and essential updates.
Spend 3 minutes listening to our VP of Operations talk about the brand update.
Attach Files on Form Start and Edit
Have you ever started an Order form, filled out the fields, and wished you could attach the Order pdf file to the form while on the edit screen? Well…now you can! This UI change improves your navigation experience and saves time by giving you more tools on form start and edit.
Spend 7 minutes watching our Customer Success Manager demo how to use this important UI change. Written content here.
Rename Accounts by Import
Supplier change their billing system? Supplier get acquired? Did 300 account numbers just get changed upstream? No problem :). You can now change them all at the same time by import. Easy peazy!
Spend 7 minutes watching our Customer Success Manager demo how to rename accounts by import. Written content here.
Improvements
- Character limit increase on Account Groups (64 to 100)
- During Form Edit, a "Hidden" badge is shown on Defined Row Tables when a hidden row is shown because it has values
- Fixed inconsistencies in table row order on Table Fill
API
- AgencyAdd calls return “Modified” field in response
- AccountAdd returns “AssignedRep” and “AssignedRepID” in response