How to Use Webrun to Drag File Link into a Job Using RF Sync+
If you have not yet downloaded and installed Webrun, click here for detailed instructions.
If you go 3 minutes into this video, John does a demons...
How to Download, Install & Use Webrun to drag files to “Jobs” in Sync+
Webrun – This application allows you to access files on your computer (from “File Explorer” in Windows and “Finder” on a Mac)...
Adding an Additional Contact Not Associated with a Customer to an Activity Journal
Have a Manufacturer or a Distributor (or any contact not associated with the customer) attending your sales meeting and you would like to document th...
Push AJ Comments to an Open Opportunity
You can turn on a setting for each individual user that will prompt you to add you comments in an Activity Journal to an open Opportunity (if you hav...