Opmetrix App

Help for field users using the Opmetrix App

Oliver Huggins avatar Eion Robb avatar Opmetrix Service Desk avatar +4
46 articles in this collection
Written by Oliver Huggins, Eion Robb, Opmetrix Service Desk and 4 others
CRM

Customer Calling Cards

Adding customer call notes and photos
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Save Photos to Camera Roll/Gallery

Save photos taken in Opmetrix directly to your camera roll
Eion Robb avatar
Written by Eion Robb
Updated over a week ago

Call Visit Timer

Keep track of how much time spent and left for a store visit
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

History - View All CRM History

Accessing Call Notes, Transactions, Held and Payment History while Out of Store
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Rescheduling Calls in the Opmetrix App

How to reschedule a call in the Opmetrix App
Simon Mitra avatar
Written by Simon Mitra
Updated over a week ago

Configuration Options for Stop Credit

Stop Credit warnings and indicators in the Opmetrix App
Natasha Sahi avatar
Written by Natasha Sahi
Updated over a week ago

Access Offline Documents

View, Share, Print and Email sales documents offline
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Access More Customer Sales History When Online

Need to search back for further sales history on a customer? Heres how!
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Pin Call Notes to Keep Track of Important Customer Notes

Pin a call note to the top of the call note history as a reminder or for quick access to important call notes
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Access More Customer Call Note History When Online

Need to search back further in call notes and photos for a customer? It only takes a second to download much, much more...
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago
Device Hardware / Technical / Version Updates

Opmetrix - Supported Tablet Devices

What tablet devices can be used with Opmetrix Team?
Opmetrix Service Desk avatar
Written by Opmetrix Service Desk
Updated over a week ago

Opmetrix - Supported Smartphone Devices

What smartphone devices can be used with Opmetrix Team?
Opmetrix Service Desk avatar
Written by Opmetrix Service Desk
Updated over a week ago

Mobile Printers

Opmetrix can print A4, A5 or docket style invoices in the field
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Mobile Printing - Print to Email, File or PDF

Use mobile printing to email or save an order, invoice or credit
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Barcode Scanners

Barcode Scanner Options and Features
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Setting Access Permissions - Apple iPad and iPhone

Setting the correct access permissions for Opmetrix on Apple devices
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Synchronising - Syncing the App

Synchronising your app often throughout the day ensures your customer and product information is always up-to-date
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Enable Auto Sync From the App

Automatically synchronise the field app with head office
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

Resolve App Sync Error - Error (0)

How to troubleshoot Sync erorrs
Oscar Bondai avatar
Written by Oscar Bondai
Updated over a week ago

Find Chrome version on Android Tablet

Chrome Update Issue Bug version 79
Opmetrix Service Desk avatar
Written by Opmetrix Service Desk
Updated over a week ago

iTunes Account Management

Create an Apple iTunes account without a credit card
Oliver Huggins avatar
Written by Oliver Huggins
Updated over a week ago

New Device

I just got a new device to replace my old device; what are my next steps to ensure I don't lose data?
Opmetrix Service Desk avatar
Written by Opmetrix Service Desk
Updated over a week ago