Opmetrix Mobile App (Field User Help)

Help for field users using the Opmetrix App

Oliver Huggins avatar Eion Robb avatar Natasha Sahi avatar +2
37 articles in this collection
Written by Oliver Huggins, Eion Robb, Natasha Sahi and 2 others
CRM - Contacts, Calling Cards, Documents

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!
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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