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 this week
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 this week

Opmetrix - Supported Smartphone Devices

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

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 this week

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 this week

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 this week

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 this week