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General Settings
Set the CRM to ensure it works for you.
Customer & Job Management
There are many different ways to accomplish tasks with the CRM. This quick guide illustrates a simple logical flow. As you get more familiar with the system you may use better flows that work for you. The following guide provides details based on the follow...
Andriod App - Engineer use
This chapter outlines the how the engineer manages their day to day activities.
Reports
GPS Vehicle Tracking
GPS Vehicle Tracking and Integration
General Settings
Set the CRM to ensure it works for you.
Job & Account Management - Introduction
There are many different ways to accomplish tasks with the CRM. This quick guide illustrates a simple logical flow. As you get more familiar with the system you may use better flows that work for you. The following guide provides details based on the follow...
Product Management (Product Configurator)
Product Management is crucial in RakataCRM for Flooring. The product setup is critical to ensure the correct calculations can be calculated correctly. If product setup is NOT correct when products are added to a customer order the calculation may be incorrec...