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Vendors are identified within the customer record. Use the vendor checkbox to identify your customer as a vendor, then proceed to add contacts as below. Within the Customer Record, maintain a list of associated contacts. The contact need only...
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The Card file contains a list of the customers and vendors that your company does business with. Information stored includes contact, address, phone, notes, financial and account information. Access to sections of the information can be restrict...
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RPSign can be used to request and receive digital signatures for documents when requesting quotes from clients. This is a built-in feature of RentalPoint3, so no third party application is needed.
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Last Updated: 04/05/2022
in Reports & Templates Occasionally you may find the need to retrieve information from RentalPoint that is not provided in standard reports. Using the Report Builder you can write an SQL query to retrieve information from the database, and save/print the output report. ...
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Use the menu option to add a new contact OR double click on an existing contact on the grid to edit Details Notes Contains all notes pertaining to this specific contact. Picture Contains a picture of contact Payment Contains cred...
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Last Updated: 27/04/2022
in Reports & Templates
Utilization Report Available from the Dashboard Products Card OR from the Reports menu Choose selection criteria for your report, then click Report Title is driven by the terminology parameter for English or US spellin...
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Last Updated: 27/04/2022
in Reports & Templates
Customs Document/Carnet for Booked Items To meet international shipping requirements, RentalPoint offers functionality to build a Virtual Carnet for checked out bookings. Users can create a list of boxes/cases, allocate items to each c...
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SMTP Relay can be used to send emails directly to external contacts, but only from networks (public IP addresses) that you have defined.
Using a connector will pre-authorize mail sent from RentalPoint3 using Office 365
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Using the 'Rental Inventory.csv' template available with the Product Import option in RentalPoint2, you can import Products and their assets using the 'Clear All' 'Match All' functionality in the system. Access your import templates from the Renta...
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RentalPoint uses a Treeview Structure (Fig A below) to organize and manage the inventory your company will make available for Rental or Sale. Inventory must be entered here before it can be added to the equipment grid of a booking. Please take ...