Category: RPM

More of you responded to this poll than ever before, and the consensus was clear: We definitely need to add a “Skip this payment” option to the Process Scheduled Payments screen! Nearly 70% of the comments were enthusiastic about how helpful this would be while processing recurring payments (many with capital letters, exclamation points, and […]

Nothing lasts forever, not even those transactions you scheduled to recur indefinitely. Whether you want to end a single scheduled transaction immediately or a whole group of them at once, this upgrade change will help you let bygones be bygones.   The first new element is an End Now button we’ve added to the scheduled […]

It’s that time of year again…time to reveal some of the exciting new features we’ll be adding to RPM in August with our version 6.0.8 upgrade! We all make mistakes. Sometimes those mistakes aren’t easily fixed, like tripping while carrying a wedding cake or getting a tattoo of a misspelled word. In RPM, though, unlike […]

Drumroll, please… The results of this highly requested poll are in, and the verdict is as follows: While many of you are satisfied with the current payment methods in RPM, more than half of the respondents say they would use additional payment methods if we added them! I specifically asked about “ATM/Cash Withdrawal” and “Credit […]

I recently spoke to a client who told me, “I can learn how to do anything, I just need someone to show me once first.” That conversation, combined with what I’ve heard about different learning styles (visual, auditory, and kinesthetic, among others), inspired me to focus more on re-recording, consolidating, and adding to RPM’s repertoire […]

I’ll get off your case (notes)…just as soon as you check out these poll results!   Last week, I sent out a poll asking for input on the idea of editing other users’ case notes in RPM. This poll was very popular—thanks, everyone, for your responses and comments!   My first question was about whether […]

And the winner is…”none”! Last week, I asked about the social media platforms you use professionally. Out of all the respondents, the majority (64%) indicated that they either use social media personally (rather than professionally) or not at all. Of the folks who do use social media professionally, 44% use more than one platform. Of […]

One question, two options, over FIFTY votes! We love and appreciate our RPM community!   First things first: The graph below shows the results of the voting. By a narrow margin, the existing double-column format of the balance reports won out! Since 23 of you were interested in a single-column option, we’re still going to […]

The results are in! We received some amazing feedback on our recent poll about what to add to the blank space on the Basic tab of the Clients screen. Nearly half of you asked for a “Quick Notes” box, which would allow entry of easily visible notes, reminders, and/or summary information as soon as a […]