Enhancements

Enhancements

• CSV to RPM
• RPM to SQL
• Bulk Data Processor
• SQL to RPM
• Status Dictator
• Workflow Extender
• What's an Enhancement?
• Status Aggregator
• RPM to Web Calendar Events
• Scheduler
• Agency Commission Totals Carry-Over & Payments
• Foreign Webhooks
• FreshWorks Integration
• Google Maps Integration
• RPM to SMS
• Automated Project Management Task Workflow
• Commission Run Process Processor

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Enhancement Use Cases

• Weekend & Holiday Exclusion From a Process Date Calculation
• Order and Account Field Sync

RPM to Web Calendar Events

• Project Time Tracking & Google Calendar
• Event Calendar (Outlook) Integration
• Assigned Actions and Outlook Calendar Integration

Commission Carry-Over

• Agency Commission Carry-Overs

Scheduler

• Schedule Based Preventative Maintenance - Tool Calibration
• Schedule Based Preventative Maintenance

Status Aggregator

• Status Aggregator Use Case - Incident Investigation and Corrective Action

Workflow Extender

• Adding Participants Based on Staff Users Captured in a Table Field
• Agency/Customer/Supplier to Process Sync
• Event Based Preventative Maintenance
• Field Change Tracker
• Improved Agency Management
• Auto Archive Employee Profiles & Their Records
• Improved Supplier Management
• Improved Customer Management
• Actions as Forms
• Historian
• Auto Renewal Order Date Automation
• Auto Email on Form Field Edit
• Auto Archive Forms After "X" Days
• Staff User to Employee Profile Automation

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Freshworks

• Freshworks to RPM Monthly Support Process Integration

Bulk Data Processor

• Summary Email for a Process

Google Maps Integration

• Google Map Integration and Orders

Commission Run Process Processor

• Agency Leaderboard