Site RMR

RMR (Recurring Monthly Revenue) is a service invoiced to a customer on a recurring basis. RMR is typically attached to a System record, however, the software will allow you to attach an RMR to a Site record. To add an RMR, you must first access...

A User is able to cancel an RMR record only if the User has permissions to edit RMR. RMR records are attached to a Customer record, so you must first access the customer record. From the main menu, arrive at the Customers list with this path: C...

You can delete an RMR record only if the RMR has never invoiced and you have permissions to delete RMR. RMR records are attached to a Customer record, so you must first access the customer record. From the main menu, arrive at the Customer...

RMR records are attached to a Customer record, so you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the Customer in the list, and t...

You remove an RMR cancellation only if the original cancellation date has not passed, and you have permissions to edit RMR. RMR records are attached to a Customer record, so you must first access the customer record. From the main menu, ar...

To access the RMR Custom Fields, you must first open a customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click on the hype...