Advice and answers from the Opmetrix Team

Opmetrix Mobile App (Field User Help)

Help for field users using the Opmetrix App

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41 articles in this collection
Written by Oliver Huggins, Natasha Sahi, Jo Richardson and 3 others

Opmetrix HQ - Overview & Introduction

Overview of how to measure and report performance in Opmetrix HQ

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16 articles in this collection
Written by Oliver Huggins, Don Rae, Opmetrix Service Desk and 1 other

Opmetrix HQ - Call Cycles

Setting up, Maintaining and Reporting on Call Cycles

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12 articles in this collection
Written by Natasha Sahi and Oliver Huggins

Opmetrix HQ - Reporting & Dashboards

Customer and Field Team Peformance Reporting

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15 articles in this collection
Written by Oliver Huggins, Don Rae, and Natasha Sahi

Opmetrix HQ - Sales Transactions

Everyting to do with sales including processing, budgets, workflow and reporting

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4 articles in this collection
Written by Natasha Sahi, Jo Richardson, and Oliver Huggins

Opmetrix HQ - Survey, Objectives, Retail Execution Modules

Also includes Document Managment and Workday Modules

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11 articles in this collection
Written by Oliver Huggins, Natasha Sahi, and Don Rae

Opmetrix HQ - Maps

Location Auditing, GPS Tracking and Map Reporting

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5 articles in this collection
Written by Don Rae, Oliver Huggins, and Natasha Sahi

Opmetrix B2B eCommerce

How to configure Opmetrix eCommerce, invite customers and process online orders

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10 articles in this collection
Written by Oliver Huggins and Natasha Sahi

Power BI Dashboard and Reporting

Create custom dashboards and reports using Opmetrix and Microsoft Power BI

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3 articles in this collection
Written by Oscar Bondai and Oliver Huggins

Opmetrix HQ - Maintenance for Administrators

How to Maintain Lists, Geocode customers, check logs and advanced tech tips

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10 articles in this collection
Written by Opmetrix Service Desk, Don Rae, and Oliver Huggins

Opmetrix Mobile App - Maintenance for Administrators

How to configure mobile printers, scanners and help install and support field user devices

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12 articles in this collection
Written by Oscar Bondai, Opmetrix Service Desk, and Oliver Huggins

Technical - ERP Integration and Version Release Notes

Accounting Integration specifications and Opmetrix version release documents

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36 articles in this collection
Written by Oliver Huggins, Opmetrix Service Desk, Romesh Wijemanne and 1 other