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Kim Kininmonth
Repfabric Knowledge Base
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Articles by: Kim Kininmonth
PBI
First Time Opening PBI Template
Open the PBI template and you will be prompted to enter your instance name. If you see the “Privacy Levels” pop-up box, check the box, and click...
Kim Kininmonth
January 31, 2024
PBI
How to Disable a Problem Table in PBI
Kim Kininmonth
December 20, 2023
Activity Journals
How to Change the Lunch & Learn Tracker to a Different Manufacturer
The template for the Lunch & Learn tracker is under the video. Click to download. Demo_Watts_LR_LunchNLearnTrackerDownload
Kim Kininmonth
November 3, 2023
Companies
How to Sort & Filter Company List Page Effectively
Kim Kininmonth
October 25, 2023
Activity Journals
How to Share Details of Multiple Activity Journals via Email from the Repfabric Mobile App
Kim Kininmonth
September 25, 2023
Commissions Training
Commissions as a Service
What is it? Commissions as a Service is a service provided by Repfabric that helps you by loading your commissions and sales data into Repfabric w...
Kim Kininmonth
September 20, 2023
Knowledge Base
How to Make a Call from Repfabric Using VoIP
If you use a VoIP service to make calls from your computer, you can now dial numbers directly from Repfabric. If you’d like to know more from...
Kim Kininmonth
September 20, 2023
Commission Reports
Coming Soon! Pivot to New Reporting!
Why it Matters: You can create and review...
Kim Kininmonth
September 8, 2023
Expenses
Video – Webinar on Expense Module
Repfabric has created a new Expense module to simplify the collection of expenses. It allows you to tie expenses to a specific customer through an A...
Kim Kininmonth
September 6, 2023
Reporting
How to Create a Simple Pivot Table
This video will show you how to create a simple Pivot Table
Kim Kininmonth
August 30, 2023
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