RMI ADVANTAGE Product Spotlight – Drag & Drop Record Links

Now that we are halfway through 2013, were you able to keep your New Year’s Resolutions? Was one of your resolutions to start going to the gym, do your first 5k, or perhaps be more organized? If you haven’t started, it’s not too late! Being organized, whether it be at home or the office is an easy goal that doesn’t require any money, and is relatively painless. Perhaps you’ve created some complicated filing system to store all your important documents by subject matter, and e-mails. Sure it’s convenient at the time, but what about that one time where you need to quickly find that e-mail with the signed rental contract, or the authorization to proceed on that service order. Of course you can never find it when you need it. Some of you printed it out and filed it in that customer’s folder, along with the hundreds of other documents in the folder. Others of you might have moved that e-mail into a folder for the customer, and are trying to do a keyword search to find it. ADVANTAGE Drag & Drop

If only there was some way that we grab that e-mail and “file” it in the business management system, so it will always be where we can quickly find it. Oh wait… there is!

With the RMI ADVANTAGE offering, you can drag any e-mail or document, and drop it on the related record within ADVANTAGE. This means you’ll have that e-mail with the signed contract directly on the Rental Order, so if there are ever any questions, you can simply open the e-mail and/or attachment and resolve it right away. What’s more is that these files are automatically saved on SharePoint, so you never have to worry about losing it. Think of how much time can be saved by not having to dig through your records, time that can now be spent better servicing your customers.

It’s small time saving steps like this that will help you be more organized, making you more productive in the long run.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s